FACTSET Kai tsaye Yawo Na Saƙonnin Ma'amala API Software
Bayanin samfur
Ƙayyadaddun bayanai
- Sunan samfur: API ɗin Saƙonnin Ma'amala kai tsaye yawo
- Siga: 1.0
- Littafin Mai Haɓakawa da Ranar Tunatarwa: Agusta 2023
Ƙarfafawa
Ƙaƙwalwar da ke bayan Sautin Saƙon Ma'amala kai tsaye API shine don samar da hanya don haɗa bayanai daga kowane mai ba da OMS da haɗa bayanan kasuwanci tare da FactSet's real-time Portfolio Management Platform (PMP) don sa ido kan fayil, kwaikwaiyon kasuwanci, halayen aiki, da kuma dawo da bincike. .
Shirin API
Ƙarsheview
Shirin API da farko yana mai da hankali kan injin nazarin fayil kuma ya faɗaɗa ya haɗa da sauran injunan bincike, samfura, da APIs daga sassan kasuwanci daban-daban.
Shirin ya tanadi abubuwa kamar haka:
- API ɗin Saƙonnin Ma'amala kai tsaye yawo
Ana gudanar da duk APIs a ƙarƙashin https://api.factset.com. Ana sarrafa tabbaci ta amfani da Maɓallan API, kuma ana sarrafa izini ta amfani da samfurin biyan kuɗin gida na FactSet. Don ƙarin bayani kan amfani da Maɓallan API, da fatan za a ziyarci https://developer.factset.com/authentication.
Lura cewa buƙatar HTTP da sunayen taken amsa yakamata a yi la'akari da yanayin rashin jin daɗi bisa ga ma'aunin HTTP. Ana ba da shawarar ka da ka dogara ga madaidaicin ma'auni na rubutun a cikin lambar ka.
Umarnin Amfani da samfur
API ɗin DSoTM
Gabatar da Bayanan
- Don ƙaddamar da bayanan ciniki, yi amfani da ƙarshen ƙarshen:
- POST /analytics/dsotm/v1/ma'amaloli
Bukatar Kanun Labarai
- Izini
Daidaitaccen taken HTTP. Ƙimar tana buƙatar amfani da tsarin 'Basic'. - Nau'in Abun ciki
Daidaitaccen taken HTTP. Ana buƙatar ƙayyade ƙimar azaman aikace-aikace/JSON don nuna cewa jikin yana cikin tsarin JSON.
Shirya matsala
Don bayanin matsala, da fatan za a koma zuwa sashe na 4 na Jagoran Mai Haɓakawa da Magana.
Sigar Haɓaka
Ana iya samun bayanai game da haɓakawa na sigar a cikin sashe na 5 na Jagoran Mai Haɓakawa da Magana.
FAQ
- Tambaya: Menene manufar API ɗin Saƙonnin Ma'amala kai tsaye?
A: Manufar Sautin Kai tsaye na Saƙonnin Ma'amala API shine haɗa bayanan ciniki daga kowane mai ba da OMS tare da FactSet's Portfolio Platform don sa ido kan fayil, kwaikwaiyon kasuwanci, siffanta aiki, da kuma nazarin dawowa. - Tambaya: A ina zan iya samun ƙarin bayani game da amfani da Maɓallan API?
A: Ana iya samun ƙarin bayani game da amfani da Maɓallan API a https://developer.factset.com/authentication.
Ƙarfafawa
A cikin 1997, FactSet ya ƙaddamar da Binciken Fayil na Fayil 1.0, wanda ya kafa tushen bincike. Ba da daɗewa ba, Fayil ɗin Fayil na 2.0 ya haɗu da ƙididdigar haɗarin haɗari daga masu siye na ɓangare na uku, sa'an nan kuma ya faɗaɗa don haɗawa da Kafaffen Inshorar Shiga a cikin 2004. FactSet yanzu yana ba da ƙoshin ƙarfi na samfuran ƙididdiga masu fa'ida da yawa waɗanda ke jagorantar kasuwa a cikin sassauci, nazari, da faɗi. A yau, abokan ciniki sun dogara da FactSet don nazarin hulɗar hulɗa ta hanyar samfurori daban-daban, kamar Fayilolin Fayil (PA), SPAR, Alpha Testing, Optimizers, da Portfolio Dashboard, kazalika da rarraba nazari ta hanyar Portfolio Batcher, Flat Publisher Files, da Takardun Mawallafi.
Shirin API
Ƙarsheview
Abokan ciniki sun ci gaba da tafiya don gina wani tsari na al'ada, wanda ake buƙata don ƙara yawan aiki ta hanyar ƙarfafa bayanai cikin ƙwarewar mai amfani guda ɗaya. Ta hanyar fallasa ƙididdiga, aiki, da haɗari ta hanyar APIs, yana ba ku tashoshi mai ƙwanƙwasa don yin hulɗa tare da manyan ƙididdigar kadara masu yawa na FactSet. Yayin da kasuwa ke ci gaba da buƙatar ƙarin haske da bayanai, FactSet zai samar da zaɓuɓɓuka masu sassauƙa don biyan waɗannan buƙatun. APIs sun dace da abubuwan da ake bayarwa na nazari na yanzu da sauƙaƙe haɗin gwiwa ta hanyar ba ku damar gina abubuwan sirri, haɗawa tare da kayan aikin BI na ɓangare na uku kamar Tableau, da fakitin ƙididdiga na ɓangare na uku kamar RStudio, da haɓaka iko akan amfani da ciki na nazari daga FactSet.
Na farko stage na fallasa APIs na Analytics zai mayar da hankali kan injin nazarin fayil. Tun lokacin da aka fara shi, shirin ya faɗaɗa don haɗawa da sauran injunan bincike, samfura, da APIs daga sauran sassan kasuwanci.
Shirin ya tanadi abubuwa kamar haka:
- Kayan aikin haɓakawa don gina tabbacin ra'ayi
- Jin Uniform a duk faɗin APIs na ma'auni na FactSet
- Riko da ka'idojin masana'antu
- APIs ɗin da aka tsara
- Takaddun bayanai masu yawa da koyawa akan tashar mai haɓakawa
API ɗin Saƙonnin Ma'amala kai tsaye yawo
- Haɗa bayanan kowane mai ba da OMS don haɗa bayanan kasuwancin ku tare da FactSet's real-time Portfolio Management Platform (PMP) don sa ido kan fayil da kwaikwaiyon kasuwanci, ko kuma a yi amfani da shi a cikin Injin Nazarin Fayil ɗin Mai ƙarfi don Haɓaka Haɓaka da Komawa bincike.
- Ana gudanar da duk APIs a ƙarƙashin https://api.factset.com. Ana sarrafa tabbaci ta amfani da Maɓallan API kuma ana sarrafa izini ta amfani da samfurin biyan kuɗin gida na FactSet. Kuna iya samun ƙarin bayani game da amfani da Maɓallan API a https://developer.factset.com/authentication.
Buƙatun HTTP da sunayen taken amsa yakamata a yi la'akari da yanayin rashin jin daɗi kamar yadda madaidaicin HTTP yake. Da fatan kar a dogara da madaidaicin ma'auni na rubutun a cikin lambar ku.
Gabatar da Bayanan
Ƙaddamar da Ma'amaloli
POST /analytics/dsotm/v1/ma'amaloli
Wannan ƙarshen ƙarshen yana karɓar bayanan ma'amala kuma a lokaci guda yana rubuta su zuwa ƙayyadadden fayil na OMS_OFDB kuma yana sanya su cikin aikace-aikacen PMP.
Bukatar Kanun Labarai
| Sunan kai | Bayani |
| Izini | Daidaitaccen taken HTTP. Ƙimar tana buƙatar amfani da 'Basic 'tsarin. |
| Abun ciki -Nau'in | Daidaitaccen taken HTTP. Ƙimar tana buƙatar ƙayyade aikace-aikacen/JSON (watau mai kira yana buƙatar ƙayyade cewa jikin yana cikin tsarin JSON). |
Bukatar Jiki
Ƙungiyar buƙatar tana karɓar tarin sigogin lissafi. An zayyana sigogi a ƙasa:
| Sunan siga | Nau'in bayanai | Da ake bukata | Bayani | Tsarin |
| kisa | Tsari | A'a | Jerin bayanan kisa | Ana samun cikakkun filayen rikodin anan |
| wurare | Tsari | A'a | Jerin bayanan jeri | Ana samun cikakkun filayen rikodin anan |
| umarni | Tsari | A'a | Jerin bayanan oda | Ana samun cikakkun filayen rikodin anan |
Maganganun Amsa
| Sunan kai | Bayani |
| Buƙatar-Data Direct-Maɓalli | FactSet's buƙatun maɓallin maɓalli. |
| X-FactSet-Api-Request- Key | Maɓalli don gano takamaiman buƙatun API na Analytics. Akwai kawai bayan ingantaccen ingantaccen aiki. |
| X-FactSet-Api-RateLimit-Limit | Yawan buƙatun da aka yarda don taga lokaci. |
| X-FactSet-Api-RateLimit-Remain | Yawan buƙatun da aka bari don taga lokacin. |
| X-FactSet-Api-RateLimit-Sake saitin | Yawan daƙiƙai ya rage har sai an sake saita ƙimar ƙimar. |
Yana dawowa
| Lambar matsayin HTTP | Bayani |
| 202 | Amsar da ake tsammani. |
| 400 | Jikin POST mara inganci. |
| 401 | Tabbacin ɓace ko mara inganci. |
| 403 | An haramta mai amfani tare da takaddun shaida na yanzu. |
| 415 | Bace/Ba daidai ba - Nau'in Abun ciki. Ana buƙatar saita taken zuwa aikace-aikace/json. |
| 429 | An kai iyakar ƙimar. Sake gwada buƙatun bayan jiran lokacin da aka ƙayyade a cikin taken sake gwadawa. |
| 500 | Kuskuren uwar garken. Shiga cikin taken X-DataDirect-Request-key don taimakawa wajen magance matsala. |
| 503 | Neman ya ƙare. Sake gwada bukatar nan da wani lokaci. |
Jawabi
Matsakaicin buƙatun POST 50 da aka yarda a cikin taga na daƙiƙa 5 don kowane API. Ana iya tabbatar da iri ɗaya ta amfani da manyan kantunan Rate-Limit daban-daban da ke cikin martanin API.
- X-FactSet-Api-RateLimit-Limit - Yawan buƙatun da aka yarda don taga lokacin.
- X-FactSet-Api-RateLimit-Remaing - Yawan buƙatun da aka bari don taga lokacin.
- X-FactSet-Api-RateLimit-Sake saitin-Sake saitin-Yawancin daƙiƙan da suka rage har sai an sake saita ƙimar ƙimar.
Examples
nema:
POST https://api.factset.com/analytics/dsotm/v1/transactions.
Masu kai:
- nau'in abun ciki: aikace-aikace/json
- Izini: Basic RkRTX0RFTU9fVVMt ***************************
- Karɓa-Rubutun: gzip
- tsawon abun ciki: 201
Jiki:
Martani:
An karɓi HTTP 202
Masu kai:
- x-data kai tsaye-buƙatun-buƙatun: zpdo6aebv58fiaoi
- x-factset-api-request-key: 6p2d41m4sw1yfh0h
Filayen rikodin
Halittar Kisa
| Abun ciki | Nau'in | Bayani | Wajibi |
| fayil | Zaren | Sunan fayil. Misali: CLIENT:/DEMO.OFDB | EE |
| ma'amala-id | Zaren | ID na musamman don ma'amala | EE |
| alama | Zaren | Alamar da ta dace da kayan aikin da aka yi ciniki. Misali: AAPL | EE |
| bayanin | Zaren | Yawancin lokaci suna, Ex: TSARIN BINCIKEN GASKIYA, amma zai iya zama ƙarin siffantawa ga abubuwan da aka samo asali. | EE |
| nau'in ciniki | Zaren | BL (Saya Dogon), BC (Saya don rufewa), SL (Syar da Dogon) da SS (Siyar Gajerun) | EE |
| matsayi | Zaren | ACCT ko CNCL, gajere don ACCOUNTED da CANCELED | EE |
| kwanan ciniki | Zaren | Kwanan ciniki wanda ke cikin tsarin YYYYMMDD | EE |
| ciniki ya fita | Yawo | Hannun jarin da aka yi odar ba a aiwatar da su ba | A'A |
| adadin | Yawo | Yawan cinikin kayan aikin | EE |
| net | Yawo | Ƙimar kuɗi na ma'amala, net na farashin dillalai. | EE |
| m | Yawo | Ƙimar kuɗi na ma'amala, gami da farashin dillali. | EE |
| darajar sasantawa | Yawo | Ƙimar tsabar kuɗi na ma'amala ita ce ƙimar da aka ninka ta hanyar ƙimar FX mai dacewa don canza ma'amalar da aka yi rajista a cikin kuɗin gida zuwa kuɗin bayar da rahoto. | EE |
| kwanan wata yarjejeniya | Zaren | Kwanan kwanan wata a tsarin YYYYMMDD | EE |
| kudin | Zaren | Lambar kuɗin filaye masu kimar tsabar kuɗi, Adadin Yanar Gizo da Babban Adadi. | EE |
| kudin kasashen waje | Yawo | Farashin FX wanda PA za ta iya karba, ya ninka tare da filaye masu kimar kuɗi, Net, Gross, don ba da damar PA ta nuna ma'amaloli a cikin rahoton kuɗi. | A'A |
| kudin sulhu iso | Zaren | Lambar kuɗin kuɗi don Ƙimar Matsawa | EE |
| oda | Zaren | PM Hub ya samar da keɓantaccen mai gano oda. Misali: O_FDS_010623_1686393260254 | A'A |
| iyaye Id | Zaren | Mai gano na musamman na odar iyaye da OMS za ta bayar. | A'A |
Oda Halitta
| Abun ciki | Nau'in | Bayani | Wajibi |
| fayil | Zaren | Sunan fayil. Misali: CLIENT:/DEMO.OFDB | EE |
| ma'amala-id | Zaren | ID na musamman don ma'amala | EE |
| alama | Zaren | Alamar da ta dace da kayan aikin da aka yi ciniki. Misali: AAPL | EE |
| bayanin | Zaren | Yawancin lokaci suna, Ex: TSARIN BINCIKEN GASKIYA, amma zai iya zama ƙarin siffantawa ga abubuwan da aka samo asali. | EE |
| nau'in ciniki | Zaren | BL (Saya Dogon), BC (Saya don rufewa), SL (Syar da Dogon) da SS (Siyar Gajerun) | EE |
| matsayi | Zaren | ACCT ko CNCL, gajere don ACCOUNTED da CANCELED | EE |
| kwanan ciniki | Zaren | Kwanan ciniki wanda ke cikin tsarin YYYYMMDD | EE |
| ma'amala - ganye | Yawo | Hannun jarin da aka yi odar amma ba a aiwatar da su ba | A'A |
| adadin | Yawo | Yawan cinikin kayan aikin | EE |
| kudin iso | Zaren | Lambar kuɗin filaye masu kimar tsabar kuɗi, Adadin Yanar Gizo da Babban Adadi. | EE |
| kudin kasashen waje | Yawo | Farashin FX wanda PA za ta iya karba, ya ninka tare da filaye masu kimar kuɗi, Net, Gross, don ba da damar PA ta nuna ma'amaloli a cikin rahoton kuɗi. | A'A |
| oda Id | Zaren | PM Hub ya samar da keɓantaccen mai gano oda. Misali: O_FDS_010623_1686393260254 | A'A |
Halittar Wuri
| Abun ciki | Nau'in | Bayani | Wajibi |
| fayil | Zaren | Sunan fayil. Misali: CLIENT:/DEMO.OFDB | EE |
| ma'amala-id | Zaren | ID na musamman don ma'amala | EE |
| alama | Zaren | Alamar da ta dace da kayan aikin da aka yi ciniki. Misali: AAPL | EE |
| bayanin | Zaren | Yawancin lokaci suna, Ex: TSARIN BINCIKEN GASKIYA, amma zai iya zama ƙarin siffantawa ga abubuwan da aka samo asali. | EE |
| nau'in ciniki | Zaren | BL (Saya Dogon), BC (Saya don rufewa), SL (Syar da Dogon) da SS (Siyar Gajerun) | EE |
| matsayi | Zaren | ACCT ko CNCL, gajere don ACCOUNTED da CANCELED | EE |
| kwanan ciniki | Zaren | Kwanan ciniki wanda ke cikin tsarin YYYYMMDD | EE |
| ma'amala - ganye | Yawo | Hannun jarin da aka yi odar amma ba a aiwatar da su ba | A'A |
| adadin | Yawo | Yawan cinikin kayan aikin | EE |
| kudin iso | Zaren | Lambar kuɗin filaye masu kimar tsabar kuɗi, Adadin Yanar Gizo da Babban Adadi. | EE |
| kudin kasashen waje | Yawo | Farashin FX wanda PA za ta iya karba, ya ninka tare da filaye masu kimar kuɗi, Net, Gross, don ba da damar PA ta nuna ma'amaloli a cikin rahoton kuɗi. | A'A |
| kudin sulhu iso | Zaren | Lambar kuɗin kuɗi don Ƙimar Matsawa | EE |
| oda Id | Zaren | PM Hub ya samar da keɓantaccen mai gano oda. Misali: O_FDS_010623_1686393260254 | A'A |
| iyaye Id | Zaren | Mai gano na musamman na odar iyaye da OMS za ta bayar. | A'A |
Shirya matsala
Ana ba da shawarar matakai masu zuwa don magance kurakurai daga kowane APIs daban-daban:
- Yi rikodin taken martani na X-DataDirect-Request-Key domin ƙungiyar injiniyan API ta FactSet ta iya tantance takamaiman buƙatarku/amsa.
- Yi rikodin jikin amsawa lokacin da martanin kuskure ne. Duk lambobin matsayin HTTP daidai da kuma sama da 400 ana ɗaukar martanin kuskure.
- Tuntuɓi ƙungiyar asusun ku tare da bayanan da ke sama don taimako.
Sigar Haɓaka
- FactSet zai goyi bayan tsoffin juzu'in API na ɗan lokaci kaɗan. Ainihin lokacin tallafi zai dogara da API da stage (watau beta ko samarwa). Duk canje-canjen karya, ƙarin ayyuka, da gyare-gyaren kwaro a cikin juzu'in da suka gabata za a rubuta su a cikin canjin.
- Teamungiyar injiniyoyi na FactSet's API za su yi aiki tare da abokan ciniki don tabbatar da sauyi mai sauƙi zuwa sabbin nau'ikan.
Haƙƙin mallaka © 2023 FactSet Research Systems Inc. Duk haƙƙin mallaka.
FactSet Research Systems Inc. | www.facset.com.
Takardu / Albarkatu
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FACTSET Kai tsaye Yawo Na Saƙonnin Ma'amala API Software [pdf] Jagorar mai amfani Sigar 1.0, Kai tsaye Yawo Na Saƙonnin Ma'amala API Software, Yawo Na Saƙonnin Ma'amala API Software, Saƙonnin Ma'amala API Software, Saƙonnin API Software, API Software, Software |