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6.0.0 (25/03/2024)

Supported API versions:

  • v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant],v1:[fiab]

Summmary:

  • Supporting new functionalities in pa,spar,vault,pub,quant and fi.

Functionality Additions:

  • New Parameters are added in the FI Request.
  • 413 status code is added to Quant Response.
  • 'Warnings' are added as an enhancement to quant unit status response object.
  • Added code and title as two new fields in the Error Response object.
  • Added new Get Component details by Id endpoint for SPAR.

Breaking changes:

  • Removed default values when the parameter field is required for lookup end points for pa,spar,vault and strategy document end points for optimizers.
  • Updated the response schema for GetAllCalculations End Point for pa,spar,vault,pub and quant.

Bug Fixes:

  • Removed requiredfield attribute for pagenumber field parameter in GetAllCalculations End Point for pa,spar,vault,pub and quant.

5.4.0 (06/27/2022)

Supported API versions:

  • v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant]

Summary:

  • Supporting new functionalities in FI and Quant.

Functionality Additions:

  • Added new property "IsArrayReturnType" for FQL expression in Quant Request
  • Added new property "Structured Products" in FI Request

Bug Fixes:

  • NA

5.4.0 (06/27/2022)

Supported API versions:

  • v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant]

Summary:

  • Supporting new functionalities in pa,spar,vault,pub,quant

Functionality Additions:

  • Supporting new features/functionalities of the FI API.
  • Added new end point for GroupingFrequencies
  • Added new endpoint for Pricing Sources.

Bug Fixes:

  • NA

5.4.0 (03/22/2022)

Supported API versions: v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant],v1:[fiab]

Summary:

  • Added support for MarketEnviornment in the FI calculation parameters.
  • Added FI Discount curves endpoint.
  • Added support for override_universal_screen_calendar for Quant Dates.

5.3.0 (11/30/2021)

Supported API versions: v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant],v1:[fiab]

Summary:

  • Added new methods for getting components in TemplatedPAComponentsAPI
  • Added support for new parameters for FI inputs.
  • Bug fixes for FPO API
  • Bug fixes for component manager API.

5.2.0 (09/14/2021)

Supported API versions: v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant],v1:[fiab]

Summary:

  • Support for PA Component Manager API endpoints
  • Support new fields in QuantCalculationParameters and deprecate old fields.

5.1.0 (07/20/2021)

Supported API versions:

  • v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant],v1:[fiab]

Summmary:

  • Support cancelling a quant calculation
  • Add support for Bearer token for Oauth

5.0.1 (06/30/2021)

Supported API versions:

  • v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant],v1:[fiab]

Summmary:

  • In POST/PUT engines methods deprecated ContentOrganization and added StachContentOrganization
  • In POST/PUT engines methods deprecated ContentType and added CalculationFormat as replacement
  • The deprecated properties are still available and supported for backwards compatability
  • Deprecated some CalculationFormats that were unused

5.0.0 (06/17/2021)

Supported API versions:

  • v3: [pa,spar,vault,pub,fi,axp,fpo,afi,npo,bpm,quant],v1:[fiab]

Summmary:

  • Add support for v3 API's

Breaking changes:

  • No changes

Bug Fixes:

  • No changes

4.2.0 (01/19/2021)

Supported API versions:

  • v2:[pa,spar,vault,pub],v1:[fiab,fi]

Summary:

  • Adding support for fixed income and fixed income analytics batcher with examples and tests

Breaking changes:

  • No changes

Functionality Additions:

  • Fixed Income API
  • Fixed Income Analytics Batcher API

Bug Fixes:

  • No changes

4.0.0 (06/17/2020)

Supported API versions:

  • v2

Summary:

  • Adding support for new features

Breaking changes:

  • Additional parameter in calculation object constructor

Functionality Additions:

  • Publisher API calculation and document lookup
  • New componentdetail parameter for PA and Vault calculation
  • Interactive endpoints for PA, SPAR and Vault APIs

Bug Fixes:

  • No changes

3.0.0 (12/02/2019)

Supported API versions:

  • v2

Summary:

  • Making SDK independent of the API version.

Breaking changes:

  • API version is removed from the package name.

Functionality Additions:

  • No changes

Bug Fixes:

  • No changes

v2-2.0.0 (09/19/2019)

Supported API versions:

  • v2

Summary:

  • Update class and property names.

Breaking changes:

  • Class Name

    • OutstandingCalculation -> CalculationStatusSummary
    • CalculationParameters -> Calculation
    • OutstandingCalculations -> CalculationStatus (class)
    • CalculationStatus (enum) -> UnitStatus
    • Calculation -> CalculationUnitStatus
    • AccountList -> AccountDirectories
    • ComponentListEntity -> ComponentSummary
    • PAComponentEntity -> PAComponent
    • VaultComponentEntity -> VaultComponent
    • ConfigurationItem -> VaultConfigurationSummary
    • ConfigurationRoot -> VaultConfiguration
    • DateSettings -> DateParametersSummary
    • DocumentList -> DocumentDirectories
    • ComponentDateSettings (pa) -> PADateParameters
    • ComponentDateSettings (vault) -> VaultDateParameters
  • Properties

    • pointscount -> points
    • defaultAccounts (ComponentAccount) -> accounts (PAIdentifier)
    • defaultBenchmarks (ComponentBenchmark) -> benchmarks (PAIdentifier)
    • defaultAccount (VaultCalculationAccount) -> accounts (VaultIdentifier)
    • defaultBenchmark (ComponentBenchmark) -> benchmark (VaultIdentifier)
    • currency (PAComponentEntity/VaultComponentEntity) -> currencyisocode (PAComponent/VaultComponent)
  • Methods

    • getAllCalculationStatusSummaries -> getCalculationStatusSummaries
    • getAllPAColumnStatistics -> getPAColumnStatistics
    • getAllPAColumns -> getPAColumns
    • getPAColumn -> getPAColumnById
    • getAllPACurrencies -> getPACurrencies
    • getAllPAFrequencies -> getPAFrequencies
    • getAllSPARFrequencies -> getSPARFrequencies
    • getAllVaultFrequencies -> getVaultFrequencies
    • getAllPAGroups -> getPAGroups
    • getAllCalculations -> getAllCalculationStatusSummaries
    • getCalculationById -> getCalculationStatusById
  • Headers

    • X-FactSet-Api-PointsCount-Limit -> X-FactSet-Api-Points-Limit
    • X-FactSet-Api-PointsCount-Remaining -> X-FactSet-Api-Points-Remaining
  • Currencies

    • Change response from List to Dictionary with currencyisocode as key

Functionality Additions:

  • New Property snapshot in PAComponent & VaultComponent.

Bug Fixes:

  • No changes.

v2-1.0.0 (08/30/2019)

Supported API versions:

  • v2

Summary:

  • Releasing first version of Engines API(v2).

Breaking changes:

  • No changes

Functionality Additions:

  • Supports PA, SPAR and Vault calculations.

Bug Fixes:

  • No changes