FactSet Investment Banking Office Refresh API

openapi: 3.0.3
info:
  title: Factset Investment Banking Office Refresh API
  description: >-
    Service for refreshing models with refreshable FactSet objects (e.g., =FDS
    codes)
  version: 1.0.0
  contact:
    name: FactSet Research Systems
    email: [email protected]
    url: https://developer.factset.com/contact
  license:
    name: Apache License, Version 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
externalDocs:
  description: API Documentation
  url: https://developer.factset.com/api-catalog/
servers:
  - url: https://api.factset.com/office-refresh/v1
paths:
  /refresh/calculate:
    post:
      summary: Factset Upload a spreadsheet file
      description: >-
        Upload a spreadsheet file (in the Open Office XML format) for FactSet to
        refresh.
      tags:
        - Refresh
      operationId: postWorkbook
      parameters:
        - name: nowHandlingEnabled
          description: >-
            Return \#VALUE for =FDS codes dependent on NOW(). Default is true.
            For more information on volatile code handling, see Online Assistant
            https://my.apps.factset.com/oa/pages/16118.
          in: query
          schema:
            type: boolean
        - name: refreshAutoFilters
          description: >-
            Option to refresh =FDS codes within autofilters.  Codes that are
            filtered out will not be refreshed, unless this option is set to
            true.  Default is false.  For more information, see Online Assistant
            https://my.apps.factset.com/oa/pages/21084#fds
          in: query
          schema:
            type: boolean
        - name: resizeArrays
          description: >-
            Option to allow automatic array-resizing, which allows you to return
            a time series of data without manually setting an array.  Default is
            true.  For more information, see Online Assistant
            https://my.apps.factset.com/oa/pages/21084#fds
          in: query
          schema:
            type: boolean
      requestBody:
        content:
          application/vnd.openxmlformats-officedocument.spreadsheetml.sheet:
            schema:
              $ref: '#/components/schemas/SpreadsheetFile'
        required: true
      responses:
        '202':
          description: Accepted
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/JobStatus'
          headers:
            Location:
              description: Relative URL to check status of the request.
              schema:
                type: string
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '403':
          description: Forbidden. The user's subscription is missing required CACCESS.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '413':
          description: File Too Large.  Currently only accepting files up to 50MB.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '429':
          $ref: '#/components/responses/429'
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
  /refresh/{id}/status:
    get:
      summary: Factset Get the status of the refresh job with the given resource ID
      description: Check the status of the given job by the resource ID
      operationId: getStatusById
      tags:
        - Refresh
      parameters:
        - $ref: '#/components/parameters/ResourceId'
      responses:
        '201':
          description: Created (the calculated workbook is ready to be retrieved)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/JobStatus'
          headers:
            Location:
              description: Relative URL to the calculated file
              schema:
                type: string
        '202':
          description: Accepted (resource not ready yet)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/JobStatus'
          headers:
            Location:
              description: Relative URL to check status of the request.
              schema:
                type: string
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '422':
          description: Failed to refresh file
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
  /refresh/{id}:
    get:
      summary: Factset Retrieve a calculated file by resource ID.
      description: If the requested job is complete, the calculated file will be returned.
      tags:
        - Refresh
      operationId: getFileById
      parameters:
        - $ref: '#/components/parameters/ResourceId'
      responses:
        '200':
          description: Expected response; body will contain calculated file
          content:
            application/vnd.openxmlformats-officedocument.spreadsheetml.sheet:
              schema:
                $ref: '#/components/schemas/SpreadsheetFile'
          headers:
            Content-Disposition:
              description: >-
                Standard HTTP header. Content is expected to be displayed as an
                attachment.
              schema:
                type: string
            Content-Type:
              description: Standard HTTP header. The file format type.
              schema:
                type: string
            Transfer-Encoding:
              description: >-
                Standard HTTP header. Header value will be set to Chunked if
                Accept-Encoding header is specified.
              schema:
                type: string
        '202':
          description: Accepted (resource not ready yet)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/JobStatus'
          headers:
            Location:
              description: Relative URL to check status of the request.
              schema:
                type: string
        '400':
          description: Bad Request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '404':
          description: Not Found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '422':
          description: Failed to refresh file
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Errors'
components:
  parameters:
    ResourceId:
      name: id
      in: path
      description: Unique identifier for the job (resource ID returned from FactSet).
      required: true
      schema:
        type: string
        format: uuid
  schemas:
    SpreadsheetFile:
      description: An Open Office XML spreadsheet file.
      type: string
      format: binary
    ErrorCode:
      description: Factset API specific error codes
      enum:
        - notAuthenticated
        - notAuthorized
        - notFound
        - parameterError
        - requestBodyInvalid
        - endpointNotFound
        - genericServerError
        - quantityLimitsExceeded
      type: string
    Error:
      type: object
      description: The response returned for an unsuccessful request.
      properties:
        id:
          description: >-
            A unique ID for the occurrence of the error. It is advised to log
            this code and include it if you contact FactSet support desk.
          type: string
        code:
          $ref: '#/components/schemas/ErrorCode'
        title:
          description: a description of the error
          type: string
    Errors:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/Error'
    JobStatus:
      type: object
      properties:
        data:
          type: object
          properties:
            id:
              type: string
              description: >-
                Unique identifier for the job (resource ID returned from
                FactSet).
            status:
              type: string
              description: the status of the job
              enum:
                - queued
                - executing
                - created
                - failed
                - cancelled
            error:
              $ref: '#/components/schemas/Error'
  responses:
    '429':
      description: Limit Exceeded
      headers:
        X-FactSet-Api-RateLimit-Limit:
          description: Number of allowed requests for the time window.
          schema:
            type: string
        X-FactSet-Api-RateLimit-Limit-Remaining:
          description: Number of requests left for the time window.
          schema:
            type: string
        X-FactSet-Api-RateLimit-Limit-Reset:
          description: Number of seconds remaining till rate limit resets.
          schema:
            type: string
  securitySchemes:
    FactSetOAuth2:
      type: oauth2
      flows:
        clientCredentials:
          tokenUrl: https://auth.factset.com/as/token.oauth2
          scopes: {}
    FactSetApiKey:
      type: http
      scheme: basic
security:
  - FactSetApiKey: []
  - FactSetOAuth2: []
tags:
  - name: Refresh