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FactSet People client library for Python

Project description

FactSet

FactSet People client library for Python

PyPi Apache-2 license

The FactSet People API exposes FactSet data for individuals and their jobs.

This Python package is automatically generated by the OpenAPI Generator project:

  • API version: 1.0.0
  • Package version: 0.9.1
  • Build package: org.openapitools.codegen.languages.PythonClientCodegen

Requirements

  • Python >= 3.6

Installation

Poetry

poetry add fds.sdk.utils fds.sdk.FactSetPeople

pip

pip install fds.sdk.utils fds.sdk.FactSetPeople

Usage

  1. Generate authentication credentials.
  2. Setup Python environment.
    1. Install and activate python 3.6+. If you're using pyenv:

      pyenv install 3.9.7
      pyenv shell 3.9.7
      
    2. (optional) Install poetry.

  3. Install dependencies.
  4. Run the following:
from fds.sdk.utils.authentication import ConfidentialClient
import fds.sdk.FactSetPeople
from fds.sdk.FactSetPeople.api import company_api
from fds.sdk.FactSetPeople.model.company_compensation_request import CompanyCompensationRequest
from fds.sdk.FactSetPeople.model.company_compensation_response import CompanyCompensationResponse
from fds.sdk.FactSetPeople.model.company_people_request import CompanyPeopleRequest
from fds.sdk.FactSetPeople.model.company_people_response import CompanyPeopleResponse
from fds.sdk.FactSetPeople.model.company_positions_request import CompanyPositionsRequest
from fds.sdk.FactSetPeople.model.company_positions_response import CompanyPositionsResponse
from fds.sdk.FactSetPeople.model.company_stats_request import CompanyStatsRequest
from fds.sdk.FactSetPeople.model.company_stats_response import CompanyStatsResponse
from fds.sdk.FactSetPeople.model.error_response import ErrorResponse
from pprint import pprint

# See configuration.py for a list of all supported configuration parameters.

# 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-python#authentication
# for more information on using the ConfidentialClient class
configuration = fds.sdk.FactSetPeople.Configuration(
    fds_oauth_client = ConfidentialClient('/path/to/app-config.json')
)

# Basic authentication: FactSetApiKey
# See https://github.com/FactSet/enterprise-sdk#api-key
# for information how to create an API key
# configuration = fds.sdk.FactSetPeople.Configuration(
#     username = 'USERNAME-SERIAL',
#     password = 'API-KEY'
# )

# Enter a context with an instance of the API client
with fds.sdk.FactSetPeople.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = company_api.CompanyApi(api_client)
    ids = ["AAPL-US","IBM-US"] # [str] | The requested company identifier. FactSet Identifiers, tickers, CUSIP, SEDOL, and ISIN are accepted inputs. <p>***ids limit** =  1000 per 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 the compensation details of the people for the specified company identifier
        api_response = api_instance.get_company_compensation(ids)
        pprint(api_response)
    except fds.sdk.FactSetPeople.ApiException as e:
        print("Exception when calling CompanyApi->get_company_compensation: %s\n" % e)

Documentation for API Endpoints

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

Class Method HTTP request Description
CompanyApi get_company_compensation GET /factset-people/v1/company-compensation Returns the compensation details of the people for the specified company identifier
CompanyApi get_company_compensation_for_list POST /factset-people/v1/company-compensation Returns the compensation details for the people for the specified company identifier
CompanyApi get_company_people GET /factset-people/v1/company-people Returns the list of people for the specified company identifiers
CompanyApi get_company_people_for_list POST /factset-people/v1/company-people Returns the list of people associated for a large list of company identitifers
CompanyApi get_company_positions GET /factset-people/v1/company-positions Returns the list of people for the specified company identifiers and position
CompanyApi get_company_positions_for_list POST /factset-people/v1/company-positions Returns the list of people associated for a large list of company identitifers and position
CompanyApi get_company_stats GET /factset-people/v1/company-stats Returns statistics about top leadership of a company.
CompanyApi get_company_stats_for_list POST /factset-people/v1/company-stats Returns statistics about top leadership of a company.
JobHistoryApi get_people_jobs GET /factset-people/v1/jobs Returns the Job history of the person.
JobHistoryApi get_people_jobs_for_list POST /factset-people/v1/jobs Returns the Job history for the large list of people.
ProfilesApi get_people_profiles GET /factset-people/v1/profiles Return information about the person with the specified entity ID.
ProfilesApi get_people_profiles_for_list POST /factset-people/v1/profiles Returns profile information for a large list of people.

Documentation For Models

Documentation For Authorization

FactSetApiKey

  • Type: HTTP basic authentication

FactSetOAuth2

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

Notes for Large OpenAPI documents

If the OpenAPI document is large, imports in fds.sdk.FactSetPeople.apis and fds.sdk.FactSetPeople.models may fail with a RecursionError indicating the maximum recursion limit has been exceeded. In that case, there are a couple of solutions:

Solution 1: Use specific imports for apis and models like:

  • from fds.sdk.FactSetPeople.api.default_api import DefaultApi
  • from fds.sdk.FactSetPeople.model.pet import Pet

Solution 2: Before importing the package, adjust the maximum recursion limit as shown below:

import sys
sys.setrecursionlimit(1500)
import fds.sdk.FactSetPeople
from fds.sdk.FactSetPeople.apis import *
from fds.sdk.FactSetPeople.models import *

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.

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