FactSet Vault API

Through the Vault API, request validated pre-calculated returns and attribution data archived in Portfolio Vault to streamline your official performance and reporting workflows.

OpenAPI Specification

vault-openapi-original.yml Raw ↑
openapi: 3.0.1
info:
  title: Factset Vault API
  description: Allow clients to fetch Analytics through APIs.
  contact:
    name: FactSet Research Systems
    url: https://developer.factset.com/contact
    email: [email protected]
  license:
    name: Apache License, Version 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: 3.14.1
servers:
  - url: https://api.factset.com
paths:
  /analytics/engines/vault/v3/components:
    get:
      tags:
        - Analytics
      summary: Factset Get Vault components
      description: >-
        This endpoint returns the list of Vault components in a given Vault
        document.
      operationId: getVaultComponents
      parameters:
        - name: document
          in: query
          description: Document Name
          required: true
          schema:
            type: string
            description: Document Name
      responses:
        '200':
          description: Expected response, returns a list of Vault components.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ComponentSummaryRoot'
        '400':
          description: Invalid query parameter provided or invalid Vault document name.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientErrorResponse'
        '401':
          description: Missing or invalid authentication.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
        '403':
          description: User is forbidden with current credentials
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
        '404':
          description: Vault Document not found.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientErrorResponse'
        '406':
          description: >-
            Unsupported Accept header. Header needs to be set to
            application/json.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
        '429':
          description: >-
            Rate limit reached. Wait till the time specified in Retry-After
            header value to make further requests.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            Retry-After:
              description: >-
                Time to wait in seconds before making a new request as the rate
                limit has reached.
              schema:
                type: string
        '500':
          description: >-
            Server error. Log the X-DataDirect-Request-Key header to assist in
            troubleshooting.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
        '503':
          description: Request timed out. Retry the request in sometime.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
  /analytics/engines/vault/v3/components/{id}:
    get:
      tags:
        - Analytics
      summary: Factset Get Vault component by id
      description: This endpoint returns the default settings of a Vault component.
      operationId: getVaultComponentById
      parameters:
        - name: id
          in: path
          description: Unique identifier for a vault component
          required: true
          schema:
            type: string
            description: Unique identifier for a vault component
      responses:
        '200':
          description: >-
            Expected response, returns the default settings of a Vault
            component.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/VaultComponentRoot'
        '400':
          description: Invalid Vault component id.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientErrorResponse'
        '401':
          description: Missing or invalid authentication.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
        '403':
          description: User is forbidden with current credentials
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
        '404':
          description: Vault Component not found.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientErrorResponse'
        '406':
          description: >-
            Unsupported Accept header. Header needs to be set to
            application/json.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
        '429':
          description: >-
            Rate limit reached. Wait till the time specified in Retry-After
            header value to make further requests.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            Retry-After:
              description: >-
                Time to wait in seconds before making a new request as the rate
                limit has reached.
              schema:
                type: string
        '500':
          description: >-
            Server error. Log the X-DataDirect-Request-Key header to assist in
            troubleshooting.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
        '503':
          description: Request timed out. Retry the request in sometime.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
  /analytics/engines/vault/v3/configurations:
    get:
      tags:
        - Analytics
      summary: Factset Get Vault configurations
      description: >-
        This endpoint returns all the Vault configurations saved in the provided
        account.
      operationId: getVaultConfigurations
      parameters:
        - name: account
          in: query
          description: >-
            Required account query parameter to filter configurations for a
            specific account
          required: true
          schema:
            type: string
            description: >-
              Required account query parameter to filter configurations for a
              specific account
      responses:
        '200':
          description: Expected response, returns a dictionary of Vault configurations.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/VaultConfigurationSummaryRoot'
        '400':
          description: Invalid account.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientErrorResponse'
        '401':
          description: Missing or invalid authentication.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
        '403':
          description: User is forbidden with current credentials
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
        '404':
          description: Account not found.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ClientErrorResponse'
        '406':
          description: >-
            Unsupported Accept header. Header needs to be set to
            application/json.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            X-FactSet-Api-RateLimit-Limit:
              description: Number of allowed requests for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Remaining:
              description: Number of requests left for the time window.
              schema:
                type: string
            X-FactSet-Api-RateLimit-Reset:
              description: Number of seconds remaining till rate limit resets.
              schema:
                type: string
        '429':
          description: >-
            Rate limit reached. Wait till the time specified in Retry-After
            header value to make further requests.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
            Retry-After:
              description: >-
                Time to wait in seconds before making a new request as the rate
                limit has reached.
              schema:
                type: string
        '500':
          description: >-
            Server error. Log the X-DataDirect-Request-Key header to assist in
            troubleshooting.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
        '503':
          description: Request timed out. Retry the request in sometime.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
                description: FactSet's request key header.
            X-FactSet-Api-Request-Key:
              description: >-
                Key to uniquely identify an Analytics API request. Only
                available after successful authentication.
              schema:
                type: string
                description: >-
                  Key to uniquely identify an Analytics API request. Only
                  available after successful authentication.
  /analytics/engines/vault/v3/configurations/{id}:
    get:
      tags:
        - Analytics
      summary: Factset Get Vault configuration by id
      description: >-
        This endpoint returns details for a Vault configuration as well as a
        list of accounts it is used in.
      operationId: getVaultConfigurationById
      parameters:
        - name: id
          in: path
          description: Vault configuration id to get the details of
          required: true
          schema:
            type: string
            description: Vault configuration id to get the details of
      responses:
        '200':
          description: Expected response, returns details for a Vault configuration.
          headers:
            X-DataDirect-Request-Key:
              description: FactSet's request key header.
              schema:
                type: string
           

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