FactSet.SDK.FactSetConcordance 0.8.4

<img alt="FactSet" src="https://www.factset.com/hubfs/Assets/images/factset-logo.svg" height="56" width="290">

FactSet Concordance client library for .NET

The FactSet Concordance API provides the ability to programmatically look up several types of entities by their name and other attributes. It attempts to match attributes that you supply for the entity and returns as many match candidates as it can find. The result is a "concorded" FactSet Entity Permanent identifier. The Entity Identifier can then be used as input throughout FactSet's Content soultions, such as Content APIs and Standard DataFeeds.<p> There are types of workflows supported in the API. The first workflow type follows traditional API conventions in that a request is accepted and a response is returned synchronously. The second workflow type involves a background task. With this workflow, a task is created for uploading a set of queries, and then the client polls for the task to complete. Once the task has completed, the client retrieves the concordance results throught the decisions endpoint.</p>

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

• API version: 1.1.0
• Package version: 0.8.4
• 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.FactSetConcordance

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.FactSetConcordance

Usage

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

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

namespace Example
{
    public static class GetEntityMatchExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.FactSetConcordance.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
            // 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 EntityMatchApi(config);
            var name = FactSet;  // string | Name of Entity to match.
            var clientId = abc-123;  // string | A unique identifer supplied by the user. The clientId is recorded to the user's mapped universe.  (optional) 
            var country = US;  // string | ISO2 country code corresponding to the entity name that is used when evaluating candidates for a match. For a list of ISO2 Country codes, visit [OA 8754](https://my.apps.factset.com/oa/pages/8754). (optional) 
            var state = CT;  // string | Two-character state code corresponding to the entity name that is used when evaluating candidates for a match. Currently, only US state codes are supported. (optional) 
            var url = "url_example";  // string | URL corresponding to the entity name that is used when evaluating candidates for a match. (optional) 
            var includeEntityType = new List<string>(); // List<string> | Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Only candidates with an entity type specified will be considered for the final match result. Multiple types can be entered separated by commas.   |Entity Type Code|Entity Type Description|Entity Type Code|Entity Type Description|   |- --|- --|- --|- --|   |ABS|Asset-Backed||MED|Broadcast Call Sign|   |BAS|Business Association (JP)||MUC|Mutual Fd-Closed End|   |CAC|Consolidated Accounting||MUE|Mutual Fd-ETF|   |CMD|Commodity||MUT|Mutual Fd-Open End|   |COL|College/University||NPO|Non-Profit Organization|   |CUR|Currency||OPD|Operating Division|   |ESP|Emp Stk Ownership Plan||OTH|Other|   |EXT|Extinct||PEF|Pension Fund|   |FAF|Family of Fds (VC/Pvt EQ)||PRO|Real Property|   |FND|Foundation/Endowment||PUB|Public Company|   |FNS|Financing Subsidiary/SPE||PVF|Private Eq Fd/Alt Invt|   |FRX|ForEx||PVT|Private Company|   |GOV|Government||SOV|Sovereign Wealth Fund|   |HED|Hedge Fund||SUB|Subsidiary|   |HOL|Holding Company||TRU|Trust/Trustee|   |IDX|Index||UMB|Umbrella Fund|   |VEN|Venture Capital Fund||JVT|Joint Venture|  (optional) 
            var excludeEntityType = new List<string>(); // List<string> | Three-character FactSet entity type code used to filter candidates in order to determine the final match result. Candidates with an entity type specified will *not* be considered for the final match result. Multiple types can be entered separated by commas.   |Entity Type Code|Entity Type Description|Entity Type Code|Entity Type Description|   |- --|- --|- --|- --| |ABS|Asset-Backed||MED|Broadcast Call Sign| |BAS|Business Association (JP)||MUC|Mutual Fd-Closed End| |CAC|Consolidated Accounting||MUE|Mutual Fd-ETF| |CMD|Commodity||MUT|Mutual Fd-Open End| |COL|College/University||NPO|Non-Profit Organization| |CUR|Currency||OPD|Operating Division| |ESP|Emp Stk Ownership Plan||OTH|Other| |EXT|Extinct||PEF|Pension Fund| |FAF|Family of Fds (VC/Pvt EQ)||PRO|Real Property| |FND|Foundation/Endowment||PUB|Public Company| |FNS|Financing Subsidiary/SPE||PVF|Private Eq Fd/Alt Invt| |FRX|ForEx||PVT|Private Company| |GOV|Government||SOV|Sovereign Wealth Fund| |HED|Hedge Fund||SUB|Subsidiary| |HOL|Holding Company||TRU|Trust/Trustee| |IDX|Index||UMB|Umbrella Fund| |VEN|Venture Capital Fund||JVT|Joint Venture|  (optional) 
            var includeEntitySubType = new List<string>(); // List<string> | Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Only candidates with an entity subtype specified will be considered for the final match result. Multiple types can be entered separated by commas.   |Entity Subtype Code|Entity Subtype Description|Entity Subtype Code|Entity Subtype Description|   |- --|- --|- --|- --|   |AR|Arbitrage|IC|Investment Company|   |BM|Bank Investment Division|IN|Insurance Company|   |BR|Broker|MF|Mutual Fund Manager|   |CP|Corporate|ML|Master Ltd Part|   |CU|Custodial|MM|Market Maker|   |FF|Fund of Funds Manager|PB|Private Banking/Wealth Mgmt|   |FH|Fund of Hedge Funds Manager|PF|Pension Fund Manager|   |FO|Foundation/Endowment Manager|PP|Real Estate Manager|   |FS|Fund Distributor|RE|Research Firm|   |FU|Fund|SB|Subsidiary Branch|   |FY|Family Office|ST|Stock Borrowing/Lending|   |GV|Govt (Fed/Local/Agency)|SV|Sovereign Wealth Manager|   |HF|Hedge Fund Manager|VC|Venture Capital/Pvt Equity|   |IA|Investment Adviser|   |IB|Investment Banking|  (optional) 
            var excludeEntitySubType = new List<string>(); // List<string> | Two-character FactSet entity subtype code used to filter candidates in order to determine the final match result. Candidates with an entity subtype specified will not be considered for the final match result. Multiple types can be entered separated by commas. |Entity Subtype Code|Entity Subtype Description|Entity Subtype Code|Entity Subtype Description| |- --|- --|- --|- --| |AR|Arbitrage|IC|Investment Company| |BM|Bank Investment Division|IN|Insurance Company| |BR|Broker|MF|Mutual Fund Manager| |CP|Corporate|ML|Master Ltd Part| |CU|Custodial|MM|Market Maker| |FF|Fund of Funds Manager|PB|Private Banking/Wealth Mgmt| |FH|Fund of Hedge Funds Manager|PF|Pension Fund Manager| |FO|Foundation/Endowment Manager|PP|Real Estate Manager| |FS|Fund Distributor|RE|Research Firm| |FU|Fund|SB|Subsidiary Branch| |FY|Family Office|ST|Stock Borrowing/Lending| |GV|Govt (Fed/Local/Agency)|SV|Sovereign Wealth Manager| |HF|Hedge Fund Manager|VC|Venture Capital/Pvt Equity| |IA|Investment Adviser| |IB|Investment Banking|  (optional) 
            var includeParent = false;  // bool? | Flag to include parent entities in the list of candidates. This parameter does not influence the match result. (optional)  (default to false)

            try
            {
                // Get Entity Candidates and Matches for a single name and attributes.
                EntityMatchesResponse result = apiInstance.GetEntityMatch(name, clientId, country, state, url, includeEntityType, excludeEntityType, includeEntitySubType, excludeEntitySubType, includeParent);
                Console.WriteLine(result.ToJson());
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling EntityMatchApi.GetEntityMatch: " + 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

Documentation for Models

• Model.EntityDecisionsResponse
• Model.EntityMapping
• Model.EntityMappingRequest
• Model.EntityMatch
• Model.EntityMatchRequest
• Model.EntityMatchRequestInput
• Model.EntityMatchesResponse
• Model.EntityResponse
• Model.EntityTaskResponse
• Model.EntityTaskStatus
• Model.EntityTaskStatusResponse
• Model.EntityUniverse
• Model.EntityUniverseResponse
• Model.ErrorResponse
• Model.ErrorResponseSubErrors
• Model.SnowflakeEntityMatchRequest
• Model.SnowflakeEntityMatchResponse

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

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.