FactSet.SDK.FactSetConcordance 0.8.3

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There is a newer version of this package available.
See the version list below for details.
dotnet add package FactSet.SDK.FactSetConcordance --version 0.8.3                
NuGet\Install-Package FactSet.SDK.FactSetConcordance -Version 0.8.3                
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.FactSetConcordance" Version="0.8.3" />                
For projects that support PackageReference, copy this XML node into the project file to reference the package.
paket add FactSet.SDK.FactSetConcordance --version 0.8.3                
#r "nuget: FactSet.SDK.FactSetConcordance, 0.8.3"                
#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.FactSetConcordance as a Cake Addin
#addin nuget:?package=FactSet.SDK.FactSetConcordance&version=0.8.3

// Install FactSet.SDK.FactSetConcordance as a Cake Tool
#tool nuget:?package=FactSet.SDK.FactSetConcordance&version=0.8.3                

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

FactSet Concordance client library for .NET

Nuget Apache-2 license

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: 0.8.3
  • 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.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

Class Method HTTP request Description
EntityMatchApi GetEntityMatch GET /factset-concordance/v1/entity-match Get Entity Candidates and Matches for a single name and attributes.
EntityMatchApi GetEntityMatchForList POST /factset-concordance/v1/entity-match Get a list of Entity Candidates and Matches for a requested list of up to 25 names and attributes.
EntityMatchBulkApi CreateEntityTask POST /factset-concordance/v1/entity-task Input a file with names and attributes, creating a taskId.
EntityMatchBulkApi GetEntityDecisions GET /factset-concordance/v1/entity-decisions Get the decisions of matches for the requested taskId.
EntityMatchBulkApi GetEntityTaskStatus GET /factset-concordance/v1/entity-task-status Gets the status of the requested taskId or all tasks for a User
ManageMappingsApi GetEntityUniverse GET /factset-concordance/v1/entity-universe View Universe for the requesting user.
ManageMappingsApi SaveEntityMapping POST /factset-concordance/v1/entity-mapping Saves a single-mapping specified by the client.
SnowflakeApi GetSnowflakeEntityMatch GET /factset-concordance/v1/snowflake-entity-match Perform an entity match and return a snowflake-friendly response. 1 Name per request.
SnowflakeApi GetSnowflakeEntityMatchForList POST /factset-concordance/v1/snowflake-entity-match Perform an entity search and return a snowflake-friendly response. Up to 25 Names per request.

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. 
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NuGet packages

This package is not used by any NuGet packages.

GitHub repositories

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Version Downloads Last updated
1.0.0 74 10/30/2024
0.24.5 103 7/18/2024
0.24.4 98 7/11/2024
0.24.3 118 4/10/2024
0.24.2 188 12/29/2023
0.24.1 221 10/25/2023
0.24.0 155 9/12/2023
0.23.4 176 8/30/2023
0.23.3 138 8/11/2023
0.23.2 172 6/6/2023
0.23.1 189 5/11/2023
0.23.0 213 4/25/2023
0.22.0 197 4/12/2023
0.21.6 270 3/1/2023
0.21.5 279 2/24/2023
0.21.4 315 12/13/2022
0.21.3 359 11/3/2022
0.21.2 399 10/24/2022
0.21.1 414 8/31/2022
0.21.0 435 7/21/2022
0.20.1 444 6/1/2022
0.20.0 425 5/24/2022
0.9.1 461 2/14/2022
0.9.0 451 2/2/2022
0.8.4 406 8/31/2022
0.8.3 423 7/21/2022
0.8.2 420 5/24/2022
0.8.1 446 2/14/2022
0.8.0 460 2/2/2022

Refer to Changelog on GitHub source repository