FactSet.SDK.FactSetEntity 1.1.3

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dotnet add package FactSet.SDK.FactSetEntity --version 1.1.3
NuGet\Install-Package FactSet.SDK.FactSetEntity -Version 1.1.3
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package.
<PackageReference Include="FactSet.SDK.FactSetEntity" Version="1.1.3" />
For projects that support PackageReference, copy this XML node into the project file to reference the package.
paket add FactSet.SDK.FactSetEntity --version 1.1.3
#r "nuget: FactSet.SDK.FactSetEntity, 1.1.3"
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package.
// Install FactSet.SDK.FactSetEntity as a Cake Addin
#addin nuget:?package=FactSet.SDK.FactSetEntity&version=1.1.3

// Install FactSet.SDK.FactSetEntity as a Cake Tool
#tool nuget:?package=FactSet.SDK.FactSetEntity&version=1.1.3

FactSet

FactSet Entity client library for .NET

Nuget Apache-2 license

Using an entity centric data model, FactSet's Entity API provides access to FactSet's complete security and entity level symbology, comprehensive entity reference data, and all of the necessary relationships and connections to create a foundation that tightly correlates disparate sources of information to a master entity identifier. Use this API to quickly understand the full entity structure and related securities.

This .NET package is automatically generated by the OpenAPI Generator project:

  • API version: 1.4.0
  • Package version: 1.1.3
  • Build package: com.factset.sdk.codegen.FactSetCSharpNetCoreClientCodegen

Requirements

  • .NET Standard >= 2.0

Installation

.NET CLI

dotnet add package FactSet.SDK.Utils
dotnet add package FactSet.SDK.FactSetEntity -v 1.1.3

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.FactSetEntity -Version 1.1.3

Usage

  1. Generate authentication credentials.
  2. Setup .NET Standard 2.0 compatible environment.
  3. Install dependencies.
  4. Run the following:

[!IMPORTANT] The parameter variables defined below are just examples and may potentially contain non valid values. Please replace them with valid values.

Example Code

using System;
using System.Threading.Tasks;
using FactSet.SDK.Utils.Authentication;
using FactSet.SDK.FactSetEntity.Api;
using FactSet.SDK.FactSetEntity.Client;
using FactSet.SDK.FactSetEntity.Model;

namespace Example
{
    public static class GetEntityReferencesExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.FactSetEntity.Client.Configuration();

            // Examples for each supported authentication method are below,
            // choose one that satisfies your use case.

            /* (Preferred) OAuth 2.0: FactSetOAuth2 */
            // See https://github.com/FactSet/enterprise-sdk#oauth-20
            // for information on how to create the app-config.json file
            //
            // The confidential client instance should be reused in production environments.
            // See https://github.com/FactSet/enterprise-sdk-utils-dotnet#authentication
            // for more information on using the ConfidentialClient class
            ConfidentialClient confidentialClient = await ConfidentialClient.CreateAsync("/path/to/app-config.json");
            config.OAuth2Client = confidentialClient;

            /* Basic authentication: FactSetApiKey */
            // See https://github.com/FactSet/enterprise-sdk#api-key
            // for information how to create an API key
            // config.Username = "USERNAME-SERIAL";
            // config.Password = "API-KEY";

            var apiInstance = new EntityReferenceApi(config);
            var ids = new List<string>(); // List<string> | The requested Market Identifier. Accepted input identifiers include Ticker-Exchange, Ticker-Regions, CUSIPs, ISINs, SEDOLs, or FactSet Permanent Ids, such as -R, -L, or -E.<p>**Max Ids Limit set to 3000 in a single request**</p>   *<p>Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids,       which may lead to exceeding this request line limit of 8KB, its       advised for any requests with large request lines to be requested through       the respective \\\"POST\\\" method.</p>* 

            try
            {
                // Returns an entity reference profiles for an individual entity
                EntityReferenceResponse result = apiInstance.GetEntityReferences(ids);
                Console.WriteLine(result.ToJson());
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling EntityReferenceApi.GetEntityReferences: " + e.Message );
                Console.WriteLine("Status Code: "+ e.ErrorCode);
                Console.WriteLine(e.StackTrace);
            }
        }
    }
}

Using a Proxy

To use the API client with a HTTP proxy, setup a System.Net.WebProxy

Configuration c = new Configuration();
System.Net.WebProxy webProxy = new System.Net.WebProxy("http://myProxyUrl:80/");
webProxy.Credentials = System.Net.CredentialCache.DefaultCredentials;
c.Proxy = webProxy;

Documentation for API Endpoints

All URIs are relative to https://api.factset.com/content

Class Method HTTP request Description
EntityReferenceApi GetEntityReferences GET /factset-entity/v1/entity-references Returns an entity reference profiles for an individual entity
EntityReferenceApi PostEntityReferences POST /factset-entity/v1/entity-references Returns an entity reference data for a list of ids.
EntityReferenceChineseApi GetEntityReferenceChi GET /factset-entity/v1/entity-reference-chi Returns entity reference data in Chinese for an individual entity.
EntityReferenceChineseApi GetEntityReferenceChiForList POST /factset-entity/v1/entity-reference-chi Returns entity reference data in Chinese for an individual entity.
EntitySecuritiesApi GetEntitySecurities GET /factset-entity/v1/entity-securities Returns all Equity Exchange Listings and all debt instruments issued for the requested entity.
EntitySecuritiesApi PostEntitySecurities POST /factset-entity/v1/entity-securities Returns all Equity Exchange Listings and all debt instruments issued for the requested entity.
EntityStructureApi GetEntityStructure GET /factset-entity/v1/entity-structures Returns all active or inactive entities and respective levels below the requested entity id.
EntityStructureApi GetUltimateEntityStructure GET /factset-entity/v1/ultimate-entity-structures Returns the full ultimate parent entity hiearachy. Control levels and active status of underlying entities.
EntityStructureApi PostEntityStructure POST /factset-entity/v1/entity-structures Returns all active or inactive entities below the requested entity id.
EntityStructureApi PostUltimateEntityStructure POST /factset-entity/v1/ultimate-entity-structures Returns all active or inactive entities and respective levels below the requested entity id.
HistoricalCreditParentApi GetHistCredParent GET /factset-entity/v1/hist-credit-parent Returns historical credit parents for the requested id(s).
HistoricalCreditParentApi PostHistCredParent POST /factset-entity/v1/hist-credit-parent Returns historical credit parents for the requested id(s).

Documentation for Models

Documentation for Authorization

FactSetApiKey

  • Type: HTTP basic authentication

FactSetOAuth2

  • Type: OAuth
  • Flow: application
  • Authorization URL:
  • Scopes: N/A

Contributing

Please refer to the contributing guide.

Copyright 2022 FactSet Research Systems Inc

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

Product Compatible and additional computed target framework versions.
.NET net5.0 was computed.  net5.0-windows was computed.  net6.0 was computed.  net6.0-android was computed.  net6.0-ios was computed.  net6.0-maccatalyst was computed.  net6.0-macos was computed.  net6.0-tvos was computed.  net6.0-windows was computed.  net7.0 was computed.  net7.0-android was computed.  net7.0-ios was computed.  net7.0-maccatalyst was computed.  net7.0-macos was computed.  net7.0-tvos was computed.  net7.0-windows was computed.  net8.0 was computed.  net8.0-android was computed.  net8.0-browser was computed.  net8.0-ios was computed.  net8.0-maccatalyst was computed.  net8.0-macos was computed.  net8.0-tvos was computed.  net8.0-windows was computed. 
.NET Core netcoreapp2.0 was computed.  netcoreapp2.1 was computed.  netcoreapp2.2 was computed.  netcoreapp3.0 was computed.  netcoreapp3.1 was computed. 
.NET Standard netstandard2.0 is compatible.  netstandard2.1 was computed. 
.NET Framework net461 was computed.  net462 was computed.  net463 was computed.  net47 was computed.  net471 was computed.  net472 was computed.  net48 was computed.  net481 was computed. 
MonoAndroid monoandroid was computed. 
MonoMac monomac was computed. 
MonoTouch monotouch was computed. 
Tizen tizen40 was computed.  tizen60 was computed. 
Xamarin.iOS xamarinios was computed. 
Xamarin.Mac xamarinmac was computed. 
Xamarin.TVOS xamarintvos was computed. 
Xamarin.WatchOS xamarinwatchos was computed. 
Compatible target framework(s)
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Learn more about Target Frameworks and .NET Standard.

NuGet packages

This package is not used by any NuGet packages.

GitHub repositories

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Version Downloads Last updated
1.1.3 89 4/10/2024
1.1.2 262 10/25/2023
1.1.1 129 8/30/2023
1.1.0 130 8/14/2023
1.0.4 109 6/6/2023
1.0.3 130 5/11/2023
1.0.2 222 3/1/2023
1.0.1 208 2/24/2023
1.0.0 350 8/31/2022
0.21.0 368 7/21/2022
0.20.0 371 5/24/2022
0.9.1 405 2/14/2022
0.9.0 398 2/2/2022

Refer to Changelog on GitHub source repository