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fercapi.yml
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openapi: 3.0.0
# FERC API
servers:
- description: Running this application XBRL US server
url: 'https://uat.eforms.ferc.gov/'
info:
version: "V1"
title: FERC API
description: |
The fercapi.yaml file above defines the ferc API and can be [used to build and test queries below on this web page] to retrieve data from the FERC filings database.
You'll need to request provisioning for your account to get started.
## Authorization Flow
We use [OAuth2 JWT](https://jwt.io/) flows to secure interactions. Below are **CURL** examples for typical **XBRL API** flows to request, return and use a token, which is required to process queries. Because the FERC API is sessionless, each "session" will always begin with the [OAuth2 JWT Access Token Flow](https://jwt.io/introduction).
### Access Token Flow
This flow shows the steps required to interact with the API
1. Send an HTTP `POST` request to the tokenUrl: `/oauth2/token`:
```http
POST /oauth2/token HTTP/1.1
Host: <uat.eforms.ferc.gov>
Content-Type: application/x-www-form-urlencoded
Body: {
"grant_type": password,
"client_id": "FERC Client",
"client_secret": "client secret",
"username": "username",
"password": "password",
"platform": pc
}
```
2. Upon a successful authorization grant, the server will respond with an `access_token`:
```http
HTTP/1.1 200 OK
Request URL: <example.com>/oauth2/token
Date: <EEE, dd MMM yyyy HH:mm:ss z>
Content-Length: 500
Body: {
"platform": "pc",
"access_token": "eyJ...124nOvc",
"refresh_token": "eyJ...124nOvc",
"expires_in" : 3600,
"refresh_token_expires_in": 10800,
"token_type": "bearer"
}
```
3. Add a new `Authorization` header with type `Bearer` and the contents of the above `access_token`
```http
GET </some/route> HTTP/1.1
Host: <eforms.ferc.gov>
Authorization: Bearer yJ...124nOvc
Content-Type: application/json; charset=utf-8
Body: <...>
```
**Once an access_token has been acquired, it can be used on all queries with your account until it returns a 401.** If this occurs, simply request a new token using the credentials from before.
contact:
name: FERC
email: [email protected]
tags:
- name: oauth2
description: " -- acquire authorization, receive tokens, and check tokens"
- name: Facts
description: " -- return XBRL facts and metadata contained in a report"
- name: Reports
description: " -- get details about XBRL reports"
- name: Entity
description: " -- get details about entities making XBRL filings"
- name: DTS
description: " -- get details information about the discoverable taxonomy set (taxonomy)"
- name: Concepts
description: " -- get information about XBRL concepts in a taxonomy"
- name: Labels
description: " -- return metadata associated with a concept and a DTS identifier"
- name: Networks
description: " -- return network information about concepts and/or relationships in a dts"
- name: Relationships
description: " -- get relationship information associated with a network and/or DTS identifier"
- name: Documents
description: " -- request document information associated with a DTS or report"
security:
- oauth2: [ROLE_CLIENT, ROLE_USER]
paths:
/oauth2/token:
summary: Acquire an access token by fulfilling a client_credentials grant, or a password grant.
post:
operationId: tokenUrl
tags: [oauth2]
security: []
description: >
Assuming a valid login exists, this route allows a trusted client to acquire an access token for itself, or to request an access token for a specific user. **You may send both `client_credentials` grants and `password` grants via the following**:
* **application/x-www-form-urlencoded**
**[Read more](https://oauth.net/2/grant-types/)**
requestBody:
content:
# application/json:
# schema:
# $ref: '#/components/schemas/authorization_grant'
# example:
# grant_type: password
# client_id: 1223
# client_secret: xhOEnAX2M...gaIYLXOvCe25Q
# username: [email protected]
# password: someSecurePassword
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/authorization_grant'
# multipart/form-data:
# schema:
# $ref: '#/components/schemas/authorization_grant'
responses:
'200':
description: >
The authorization grant has been validated, and an access token is granted. **[Read more](https://jwt.io/introduction/)**
content:
application/json:
schema:
type: object
properties:
platform :
type: string
example: pc
access_token:
type: string
format: byte
example: eyJ...124nOvc
description: A JWT access token. **[Read more](https://jwt.io/)**
refresh_token:
type: string
format: byte
example: eyJ...124nOvc
description: A JWT access token. **[Read more](https://jwt.io/)**
expires_in:
type: integer
example: 3600
refresh_token_expires_in:
type: integer
example: 3600
token_type:
type: string
example: bearer
description: >
_The token_type will always be bearer._ The access_token is considered a bearer token, and thus should be placed in all subqequent requests to the resource endpoints by using the following header:
* Authorization: Bearer [token]
# -----------------------------------------------------
# Links
# -----------------------------------------------------
links:
bearerAuth: # <---- arbitrary name for the link
operationId: tokenUrl
parameters:
bearerAuth: '$response.body#access_token'
description: >
The `access_token` value returned in the response can be used as
the `bearer token`.
# -----------------------------------------------------
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/unauthorized'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/fact/search:
summary: Request facts from XBRL filings based on search parameters.
get:
operationId: getFactDetails
tags: [Facts]
security:
- OAuth2: []
- bearerAuth: []
description: >
Search for _XBRL facts_ based on the attributes of the fact, the report it was in, or the source of the data.
## Examples
### _-Get all the facts in a document_
The following call will: get all facts in the report with an id of `226471`; limit the number of records returned to `1010` facts; sort facts `A-Z by the concept name`, and; return the following values:
* entity.name
* dimensions.count
* dimensions
* entity.cid
* period.fiscal-period
* period.end
* period.instant
* period.year
* concept.local-name.sort(ASC)
* fact.numerical-value,fact.limit(1010)
* fact.value,report.source-id
* footnote.text
* footnote.role
https://uat.eforms.ferc.gov/api/v1/fact/search?report.id=226471&fields=entity.name,dimensions.count,dimensions,entity.cid,period.fiscal-period,period.end,period.instant,period.year,concept.local-name.sort(ASC),fact.numerical-value,fact.limit(1010),fact.value,report.source-id,footnote.text,footnote.role
### _-Get Operating Cash used by Pharma for the 2017 year_
The following call will get all facts reported for the 2017 year using the concept `NetCashProvidedByUsedInOperatingActivities` reported for the sic code `3841` which have no dimensions. It also limits the records returned to `100` facts and will return the following values:
* fact.numerical-value
* period.fiscal-year
* period.fiscal-period
https://uat.eforms.ferc.gov/api/v1/fact/search?period.fiscal-period=Y&fact.ultimus=true&report.year=2018&concept.local-name=NetCashProvidedByUsedInOperatingActivities&period.fiscal-year=2017&dimensions.count=0&fields=fact.numerical-value,period.fiscal-year,period.fiscal-period,fact.limit(100)
parameters:
- $ref: '#/components/parameters/concept.id_Param'
- $ref: '#/components/parameters/concept.is-monetary_Param'
- $ref: '#/components/parameters/concept.local-name_Param'
- $ref: '#/components/parameters/concept.namespace_Param'
- $ref: '#/components/parameters/dimension.is-base_Param'
- $ref: '#/components/parameters/dimension.local-name_Param'
- $ref: '#/components/parameters/dimension.namespace_Param'
- $ref: '#/components/parameters/dimensions.count_Param'
- $ref: '#/components/parameters/dimensions.id_Param'
- $ref: '#/components/parameters/dts.entry-point_Param'
- $ref: '#/components/parameters/dts.id_Param'
- $ref: '#/components/parameters/dts.target-namespace_Param'
- $ref: '#/components/parameters/entity.cid_Param'
- $ref: '#/components/parameters/entity.id_Param'
- $ref: '#/components/parameters/fact.has-dimensions_Param'
- $ref: '#/components/parameters/fact.hash_Param'
- $ref: '#/components/parameters/fact.id_Param'
- $ref: '#/components/parameters/fact.is-extended_Param'
- $ref: '#/components/parameters/fact.ultimus_Param'
- $ref: '#/components/parameters/fact.ultimus-index_Param'
- $ref: '#/components/parameters/fact.value_Param'
- $ref: '#/components/parameters/member.is-base_Param'
- $ref: '#/components/parameters/member.local-name_Param'
- $ref: '#/components/parameters/member.namespace_Param'
- $ref: '#/components/parameters/period.calendar-period_Param'
- $ref: '#/components/parameters/period.fiscal-id_Param'
- $ref: '#/components/parameters/period.fiscal-period_Param'
- $ref: '#/components/parameters/period.fiscal-year_Param'
- $ref: '#/components/parameters/period.id_Param'
- $ref: '#/components/parameters/period.year_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.creation-software_Param'
- $ref: '#/components/parameters/report.entry-url_Param'
- $ref: '#/components/parameters/report.id_Param'
- $ref: '#/components/parameters/report.restated_Param'
- $ref: '#/components/parameters/report.restated-index_Param'
- $ref: '#/components/parameters/report.cid_Param'
- $ref: '#/components/parameters/report.year_Param'
- $ref: '#/components/parameters/report.source-id_Param'
- $ref: '#/components/parameters/report.source-name_Param'
- $ref: '#/components/parameters/unit_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/fact_fields'
description: This is the list of fields that can be returned for _XBRL facts_.
# - in: query
# name: aspect
# # Wrap 'schema' into 'content.<media-type>'
# content:
# application/json: # <---- media type indicates how to serialize / deserialize the parameter content
# schema:
# type: object
# properties:
# dimension:
# type: string
# member:
# type: string
responses:
'200':
description: __fact details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/fact_details'
# -----------------------------------------------------
# Links
# -----------------------------------------------------
links:
GetfactId: # <---- arbitrary name for the link
operationId: getFactBasedOnFactID
parameters:
fact.id: '$response.body#/data/fact.id'
description: >
The `fact.id` value returned in the response can be used as
the `factId` parameter in `/api/v1/fact/{fact.id}`.
# -----------------------------------------------------
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/fact/{fact.id}:
summary: Request fact detail from an XBRL filing based on its unique identifier. The fact ID is an internal ID used by the API.
get:
operationId: getFactBasedOnFactID
tags: [Facts]
security:
- OAuth2: []
- bearerAuth: []
description: >
Search for _XBRL facts_ based on the fact.id attribute of the fact.
parameters:
- name: fact.id
in: path
description: ID of the fact defined by the API.
required: true
schema:
type: integer
- in: query
name: fields
required: true
style: form
explode: false
schema:
$ref: '#/components/schemas/fact_fields'
description: This is the list of fields that can be returned for _XBRL facts_.
responses:
'200':
description: __fact details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/fact_details'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/fact/oim/search:
summary: Request facts from XBRL filings based on search parameters.
get:
operationId: getFactDetailsInOIMFormat
tags: [Facts]
security:
- bearerAuth: []
description: >
Returns _XBRL facts_ detail in the OIM JSON format.
parameters:
- $ref: '#/components/parameters/concept.id_Param'
- $ref: '#/components/parameters/concept.is-monetary_Param'
- $ref: '#/components/parameters/concept.local-name_Param'
- $ref: '#/components/parameters/concept.namespace_Param'
- $ref: '#/components/parameters/dimension.is-base_Param'
- $ref: '#/components/parameters/dimension.local-name_Param'
- $ref: '#/components/parameters/dimension.namespace_Param'
- $ref: '#/components/parameters/dimensions.count_Param'
- $ref: '#/components/parameters/dimensions.id_Param'
- $ref: '#/components/parameters/dts.entry-point_Param'
- $ref: '#/components/parameters/dts.id_Param'
- $ref: '#/components/parameters/dts.target-namespace_Param'
- $ref: '#/components/parameters/entity.cid_Param'
- $ref: '#/components/parameters/entity.id_Param'
- $ref: '#/components/parameters/fact.has-dimensions_Param'
- $ref: '#/components/parameters/fact.hash_Param'
- $ref: '#/components/parameters/fact.id_Param'
- $ref: '#/components/parameters/fact.is-extended_Param'
- $ref: '#/components/parameters/fact.ultimus_Param'
- $ref: '#/components/parameters/fact.ultimus-index_Param'
- $ref: '#/components/parameters/fact.value_Param'
- $ref: '#/components/parameters/member.is-base_Param'
- $ref: '#/components/parameters/member.local-name_Param'
- $ref: '#/components/parameters/member.namespace_Param'
- $ref: '#/components/parameters/period.calendar-period_Param'
- $ref: '#/components/parameters/period.fiscal-id_Param'
- $ref: '#/components/parameters/period.fiscal-period_Param'
- $ref: '#/components/parameters/period.fiscal-year_Param'
- $ref: '#/components/parameters/period.id_Param'
- $ref: '#/components/parameters/period.year_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.creation-software_Param'
- $ref: '#/components/parameters/report.entry-url_Param'
- $ref: '#/components/parameters/report.id_Param'
- $ref: '#/components/parameters/report.restated_Param'
- $ref: '#/components/parameters/report.restated-index_Param'
- $ref: '#/components/parameters/report.cid_Param'
- $ref: '#/components/parameters/report.year_Param'
- $ref: '#/components/parameters/report.source-id_Param'
- $ref: '#/components/parameters/report.source-name_Param'
- $ref: '#/components/parameters/unit_Param'
responses:
'200':
description: __fact details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
documentInfo:
$ref: '#/components/schemas/documentInfo_oim_json'
facts:
$ref: '#/components/schemas/facts_oim_json'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/report/search:
summary: Request report details from XBRL filings based on search parameters.
get:
operationId: getReportDetails
tags: [Reports]
security:
- OAuth2: []
- bearerAuth: []
description: >
Return details for _XBRL reports_ based on the attributes of the report(s).
parameters:
- $ref: '#/components/parameters/dts.id_Param'
- $ref: '#/components/parameters/entity.cid_Param'
- $ref: '#/components/parameters/entity.id_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.form-type_Param'
- $ref: '#/components/parameters/report.entity-name_Param'
- $ref: '#/components/parameters/report.entry-type_Param'
- $ref: '#/components/parameters/report.entry-url_Param'
- $ref: '#/components/parameters/report.filer-category_Param'
- $ref: '#/components/parameters/report.id_Param'
- $ref: '#/components/parameters/report.is-most-current_Param'
- $ref: '#/components/parameters/report.period_Param'
- $ref: '#/components/parameters/report.period-index_Param'
- $ref: '#/components/parameters/report.restated_Param'
- $ref: '#/components/parameters/report.restated-index_Param'
- $ref: '#/components/parameters/report.cid_Param'
- $ref: '#/components/parameters/report.year_Param'
- $ref: '#/components/parameters/report.source-id_Param'
- $ref: '#/components/parameters/report.source-name_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/report_fields'
description: This is the list of fields that can be returned for _XBRL reports_.
responses:
'200':
description: __report details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/report_details'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/report/{report.id}:
summary: Request a report from XBRL filings based on unique report identifier. The report ID is an internal ID used by the API.
get:
operationId: getReportDetailsById
tags: [Reports]
security:
- OAuth2: []
- bearerAuth: []
description: >
Return detail for an _XBRL report_ based on the report.id attribute.
parameters:
- name: report.id
in: path
description: ID of the report defined by the API.
required: true
schema:
type: integer
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/report_fields'
description: This is the list of fields that can be returned for _XBRL reports_.
responses:
'200':
description: __report details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/report_details'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/report/{report.id}/fact/search:
summary: Request facts from XBRL filings based on specified report.id and fact parameters.
get:
operationId: getReportFactDetailsById
tags: [Reports]
security:
- bearerAuth: []
description: >
Allows searching for _XBRL reports_ based on the report.id and returns certain _XBRL facts_ associated with that report. The attributes of those facts can be used as search parameters.
parameters:
- name: report.id
in: path
description: ID of the report defined by the API.
required: true
schema:
type: integer
- $ref: '#/components/parameters/concept.id_Param'
- $ref: '#/components/parameters/concept.is-monetary_Param'
- $ref: '#/components/parameters/concept.local-name_Param'
- $ref: '#/components/parameters/concept.namespace_Param'
- $ref: '#/components/parameters/dimension.is-base_Param'
- $ref: '#/components/parameters/dimension.local-name_Param'
- $ref: '#/components/parameters/dimension.namespace_Param'
- $ref: '#/components/parameters/dimensions.count_Param'
- $ref: '#/components/parameters/dimensions.id_Param'
- $ref: '#/components/parameters/dts.entry-point_Param'
- $ref: '#/components/parameters/dts.id_Param'
- $ref: '#/components/parameters/dts.target-namespace_Param'
- $ref: '#/components/parameters/entity.cid_Param'
- $ref: '#/components/parameters/entity.id_Param'
- $ref: '#/components/parameters/fact.has-dimensions_Param'
- $ref: '#/components/parameters/fact.hash_Param'
- $ref: '#/components/parameters/fact.id_Param'
- $ref: '#/components/parameters/fact.is-extended_Param'
- $ref: '#/components/parameters/fact.ultimus_Param'
- $ref: '#/components/parameters/fact.ultimus-index_Param'
- $ref: '#/components/parameters/fact.value_Param'
- $ref: '#/components/parameters/member.is-base_Param'
- $ref: '#/components/parameters/member.local-name_Param'
- $ref: '#/components/parameters/member.namespace_Param'
- $ref: '#/components/parameters/period.calendar-period_Param'
- $ref: '#/components/parameters/period.fiscal-id_Param'
- $ref: '#/components/parameters/period.fiscal-period_Param'
- $ref: '#/components/parameters/period.fiscal-year_Param'
- $ref: '#/components/parameters/period.id_Param'
- $ref: '#/components/parameters/period.year_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.creation-software_Param'
- $ref: '#/components/parameters/report.entry-url_Param'
- $ref: '#/components/parameters/report.id_Param'
- $ref: '#/components/parameters/report.restated_Param'
- $ref: '#/components/parameters/report.restated-index_Param'
- $ref: '#/components/parameters/report.cid_Param'
- $ref: '#/components/parameters/report.year_Param'
- $ref: '#/components/parameters/report.source-id_Param'
- $ref: '#/components/parameters/report.source-name_Param'
- $ref: '#/components/parameters/unit_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/report_and_fact_fields'
description: Report *and* fact fields can be returned by a nested report/fact query.
responses:
'200':
description: __report details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/report_details_with_facts'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/report/fact/search:
summary: Request reports and facts from XBRL filings based on report and fact parameters.
get:
operationId: getReportFactDetailsBySearch
tags: [Reports]
security:
- OAuth2: []
- bearerAuth: []
description: >
Allows searching for _XBRL reports_ based on valid report search parameters and returns certain _XBRL facts_ associated with qualified reports. The attributes of those facts can be used as search parameters.
parameters:
- $ref: '#/components/parameters/concept.id_Param'
- $ref: '#/components/parameters/concept.is-monetary_Param'
- $ref: '#/components/parameters/concept.local-name_Param'
- $ref: '#/components/parameters/concept.namespace_Param'
- $ref: '#/components/parameters/dimension.is-base_Param'
- $ref: '#/components/parameters/dimension.local-name_Param'
- $ref: '#/components/parameters/dimension.namespace_Param'
- $ref: '#/components/parameters/dimensions.id_Param'
- $ref: '#/components/parameters/dts.entry-point_Param'
- $ref: '#/components/parameters/dts.id_Param'
- $ref: '#/components/parameters/dts.target-namespace_Param'
- $ref: '#/components/parameters/entity.cid_Param'
- $ref: '#/components/parameters/entity.id_Param'
- $ref: '#/components/parameters/fact.has-dimensions_Param'
- $ref: '#/components/parameters/fact.hash_Param'
- $ref: '#/components/parameters/fact.id_Param'
- $ref: '#/components/parameters/fact.is-extended_Param'
- $ref: '#/components/parameters/fact.ultimus-index_Param'
- $ref: '#/components/parameters/fact.ultimus_Param'
- $ref: '#/components/parameters/fact.value_Param'
- $ref: '#/components/parameters/member.is-base_Param'
- $ref: '#/components/parameters/member.local-name_Param'
- $ref: '#/components/parameters/member.namespace_Param'
- $ref: '#/components/parameters/period.calendar-period_Param'
- $ref: '#/components/parameters/period.fiscal-id_Param'
- $ref: '#/components/parameters/period.fiscal-period_Param'
- $ref: '#/components/parameters/period.fiscal-year_Param'
- $ref: '#/components/parameters/period.id_Param'
- $ref: '#/components/parameters/period.year_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.creation-software_Param'
- $ref: '#/components/parameters/report.form-type_Param'
- $ref: '#/components/parameters/report.entity-name_Param'
- $ref: '#/components/parameters/report.entry-type_Param'
- $ref: '#/components/parameters/report.entry-url_Param'
- $ref: '#/components/parameters/report.filer-category_Param'
- $ref: '#/components/parameters/report.id_Param'
- $ref: '#/components/parameters/report.is-most-current_Param'
- $ref: '#/components/parameters/report.period_Param'
- $ref: '#/components/parameters/report.period-index_Param'
- $ref: '#/components/parameters/report.restated-index_Param'
- $ref: '#/components/parameters/report.restated_Param'
- $ref: '#/components/parameters/report.cid_Param'
- $ref: '#/components/parameters/report.year_Param'
- $ref: '#/components/parameters/report.source-id_Param'
- $ref: '#/components/parameters/report.source-name_Param'
- $ref: '#/components/parameters/unit_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/report_details_with_facts'
description: Report *and* fact fields can be returned by a nested report/fact query.
responses:
'200':
description: __report details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/report_details_with_facts'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/entity/{entity.id}/report/search:
summary: Request report information based on the entity identifier. The entity ID is an internal ID used by the API.
get:
operationId: getEntityReportDetailsBasedOnID
tags: [Entity]
security:
- bearerAuth: []
description: >
Search for _XBRL reports_ based on the entity identifier associated with the reporting entity. Get entity and report information for the known entity.
parameters:
- name: entity.id
in: path
description: ID of the entity defined by the API.
required: true
schema:
type: integer
- $ref: '#/components/parameters/report.source-id_Param'
- $ref: '#/components/parameters/report.source-name_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.id_Param'
- $ref: '#/components/parameters/report.form-type_Param'
- $ref: '#/components/parameters/report.entry-type_Param'
- $ref: '#/components/parameters/report.entry-url_Param'
- $ref: '#/components/parameters/report.filer-category_Param'
- $ref: '#/components/parameters/report.is-most-current_Param'
- $ref: '#/components/parameters/report.period_Param'
- $ref: '#/components/parameters/report.period-index_Param'
- $ref: '#/components/parameters/report.restated_Param'
- $ref: '#/components/parameters/report.restated-index_Param'
- $ref: '#/components/parameters/report.cid_Param'
- $ref: '#/components/parameters/report.year_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/entity_fields'
description: Entity *and* report fields can be returned by a nested entity/report query.
responses:
'200':
description: __entity report details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/entity_details'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/entity/report/search:
summary: Request entity *and* report details from XBRL filings based on search parameters.
get:
operationId: getEntityReportDetails
tags: [Entity]
security:
- OAuth2: []
- bearerAuth: []
description: >
Search _XBRL reports_ grouped by the entity that filed the reports. The API allows searching on the attributes of the entity and the report.
parameters:
- $ref: '#/components/parameters/entity.cid_Param'
- $ref: '#/components/parameters/entity.id_Param'
- $ref: '#/components/parameters/report.entity-name_Param'
- $ref: '#/components/parameters/report.source-id_Param'
- $ref: '#/components/parameters/report.source-name_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.id_Param'
- $ref: '#/components/parameters/report.form-type_Param'
- $ref: '#/components/parameters/report.entry-type_Param'
- $ref: '#/components/parameters/report.entry-url_Param'
- $ref: '#/components/parameters/report.filer-category_Param'
- $ref: '#/components/parameters/report.is-most-current_Param'
- $ref: '#/components/parameters/report.period_Param'
- $ref: '#/components/parameters/report.period-index_Param'
- $ref: '#/components/parameters/report.restated_Param'
- $ref: '#/components/parameters/report.restated-index_Param'
- $ref: '#/components/parameters/report.cid_Param'
- $ref: '#/components/parameters/report.year_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/entity_fields'
description: Entity *and* report fields can be returned by a nested entity/report query.
responses:
'200':
description: __entity report details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/entity_details'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/entity/{entity.id}:
summary: Request entity information based on the entity identifier. The entity ID is an internal ID used by the API.
get:
operationId: getEntityDetailsBasedOnID
tags: [Entity]
security:
- OAuth2: []
- bearerAuth: []
description: >
Allows searching for _XBRL entities_ based on the entity identifier associated with the reporting entity. Use this to get CID information quickly with a known entity.id.
parameters:
- name: entity.id
in: path
description: ID of the entity defined by the API.
required: true
schema:
type: integer
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/entity_only_fields'
description: This is the list of fields that can be returned for _XBRL entities_.
responses:
'200':
description: __entity report details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/entity_details'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/dts/search:
summary: Used to search discoverable taxonomy sets (dts) or taxonomies used in filings. The DTS ID is an internal id used by the API that refers to the taxonomy schema of a filing.
get:
operationId: getDTSDetails
tags: [DTS]
security:
- OAuth2: []
- bearerAuth: []
description: >
Search for a _XBRL discoverable taxonomy set (DTS)_ based on taxonomy name, entry point, hash, etc.
parameters:
- $ref: '#/components/parameters/dts.entry-point_Param'
- $ref: '#/components/parameters/dts.hash_Param'
- $ref: '#/components/parameters/dts.id_Param'
- $ref: '#/components/parameters/dts.taxonomy_Param'
- $ref: '#/components/parameters/dts.taxonomy-name_Param'
- $ref: '#/components/parameters/dts.version_Param'
- $ref: '#/components/parameters/report.filing-id_Param'
- $ref: '#/components/parameters/report.id_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema:
$ref: '#/components/schemas/dts_fields'
responses:
'200':
description: __concept details__ successfully accepted
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/paging'
data:
type: array
items:
$ref: '#/components/schemas/dts_details'
'400':
$ref: '#/components/responses/bad_request'
'401':
$ref: '#/components/responses/bad_token'
'405':
$ref: '#/components/responses/method_not_allowed'
'500':
$ref: '#/components/responses/internal_server_error'
/api/v1/dts/{dts.id}/concept/search:
summary: Request concept details from an XBRL filing for a specified dts.id.
get:
operationId: getConceptDetailsByDTS
tags: [DTS]
security:
- OAuth2: []
- bearerAuth: []
description: >
Search for _XBRL concepts_ in a specific DTS.
parameters:
- name: dts.id
in: path
required: true
schema:
type: integer
description: The DTS ID for a given group of taxonomies. XBRL facts and linkbases are typically associated with a given report that is asscociated with a dts.
example: 321964
- $ref: '#/components/parameters/concept.id_Param'
- $ref: '#/components/parameters/concept.local-name_Param'
- $ref: '#/components/parameters/concept.namespace_Param'
- $ref: '#/components/parameters/dts.entry-point_Param'
- $ref: '#/components/parameters/dts.hash_Param'
- $ref: '#/components/parameters/dts.target-namespace_Param'
- in: query
name: fields
required: true
style: form
explode: false
allowEmptyValue : false
schema: