FactSet AI-Ready Data

FactSet Banks Tool - Retrieve banking industry data across regulatory financials, performance, branches, and filings. **WHEN TO USE THIS TOOL:** - Bank/credit union regulatory financials (US, Canada, Australia) - UBPR performance ratios, peer group rankings - Branch/ATM locations and deposit market share - Country exposure, 10-D/UCC-1 filings, deposit rates - Form ADV AUM or FOCUS broker-dealer reports **Critical: DO NOT USE FactSet_Fundamentals OR FactSet_Metrics(data_products=['fundamentals']) FOR BANK-TYPE ENTITIES.** For any US/Canadian/Australian bank, bank holding company, credit union, or broker-dealer, this tool is the ONLY correct source for regulatory/supervisory figures (FR Y-9C, Call Report, UBPR, FOCUS, Form ADV) — including basic metrics like total assets, net income, or deposits for well-known banks (e.g. Bank of America, JPMorgan Chase). If FactSet_Metrics defaults to or returns data_products=['fundamentals'] for a bank entity, re-run it with data_products=['deep-sector-banks'] instead of accepting that result. **DATA COVERAGE:** 11,000+ US BHCs, 5,800+ credit unions, Canadian (OSFI) & Australian (APRA) banks. History from 1991. **METRIC DISCOVERY:** For data_types needing `metrics`, FIRST call FactSet_Metrics with data_products=['deep-sector-banks'] to find exact codes. **CRITICAL — MAPPING A DISCOVERED METRIC TO data_type:** Every metric FactSet_Metrics returns for data_products=['deep-sector-banks'] carries a `category` and `subcategory` field. These determine which data_type/endpoint the metric belongs to — do NOT assume data_type='financials' just because category='FINANCIALS'. Use this table: | category | subcategory | data_type | |-------------|-----------------------------------------------------------|--------------------| | FINANCIALS | US / CANADA / AUSTRALIA / CREDIT_UNION / INDUSTRY | financials | | FINANCIALS | SPECIALTY_FINANCE | aum OR focus — see below | | FILINGS | TEN_D_AUTO_LOAN / TEN_D_CREDIT_CARD | ten_d | | PERFORMANCE | UBPR | ubpr | | EXPOSURE | COUNTRY | country_exposure | **SPECIALTY_FINANCE is ambiguous by category/subcategory alone** — both `aum` and `focus` metrics share category='FINANCIALS', subcategory='SPECIALTY_FINANCE'. Disambiguate using the metric code PREFIX, not the category: codes prefixed `aum_*` → data_type='aum'; codes prefixed `FSF_*` → data_type='focus'. Never route a SPECIALTY_FINANCE metric to data_type='financials' — that endpoint requires `coverage` and will reject it. **ENDPOINTS (select via data_type):** 1. 'financials' — Regulatory statements. REQUIRES coverage (US/CANADA/AUSTRALIA/CREDIT_UNION) + metrics. 2. 'ubpr' — UBPR ratios & peer rankings. REQUIRES metrics. US banks only. 3. 'branches' — Branch/ATM locations. REQUIRES coverage (US/CREDIT_UNION/AUSTRALIA). No metrics. 4. 'country_exposure' — Form 009a exposure. REQUIRES metrics. 5. 'ten_d' — Form 10-D ABS reports. REQUIRES metrics. 6. 'ucc1' — UCC-1 filings. ids only; no metrics. 7. 'deposit_rates' — Deposit APY rates. no metrics. 8. 'aum' — Form ADV AUM (RIA). REQUIRES metrics. 9. 'focus' — FOCUS broker-dealer reports. REQUIRES metrics. 10. 'search_entities' — Entity lookup/resolution by ID or name. Optional reportType filter to limit results to entities with data for specific report types. No metrics. **DATE HANDLING:** startDate/endDate optional (YYYY-MM-DD) for all data_types. Omit both to get the most recent period. **IDENTIFIERS:** Accepts Market Tickers, SEDOL, ISIN, CUSIP, or FactSet Entity IDs (e.g. '000BDX-E', 'JPM-US') — but which entity level (parent Bank Holding Company vs. operating Banking Subsidiary) is actually covered depends on data_type/coverage. Passing the wrong level (e.g. a parent holding company ID where only the subsidiary is covered) returns no data. Use this table: | data_type / coverage | Identifier coverage | |-----------------------------------------------------|-----------------------------------------------------------------------------------------------| | financials, coverage='US' | Both Bank Holding Companies and Banking Subsidiaries | | financials, coverage='CREDIT_UNION' | Credit unions only, US, private — FactSet Entity IDs only (no public tickers/SEDOL/ISIN/CUSIP) | | financials, coverage='AUSTRALIA' | Both public and private Australian banks | | financials, coverage='CANADA' | Both public and private Canadian banks | | branches, coverage='US'/'CREDIT_UNION'/'AUSTRALIA' | Same identifier coverage as financials for that coverage value | | ubpr | Banking Subsidiaries only, US — do NOT pass the parent Bank Holding Company ID | | country_exposure | Both Bank Holding Companies and Banking Subsidiaries, US (relatively small universe) | | ten_d | Asset-backed trust entities only — NOT the subsidiary bank or holding company. For auto loan securitizations, the trust's ultimate parent may be non-bank finance company, not a bank (e.g. GM Financial, Toyota Financial, Ally Financial, Santander Consumer) — search/pass THAT finance company's own name/ID directly, don't look for a bank holding company above it (none exists), and don't shorten the finance company's name to its parent automaker (e.g. use 'GM Financial', not 'GM' — General Motors and GM Financial are separate legal entities) | | ucc1 | Banking Subsidiaries only, US | | deposit_rates | Banking Subsidiaries only, US — entity-level identifiers required, not parent company IDs | | aum | Private Registered Investment Advisors, US — FactSet Entity IDs only (no public tickers) | | focus | Private broker-dealers, US — FactSet Entity IDs only (no public tickers) | | search_entities | Resolves identifiers to FactSet Entity IDs; identifier level varies by reportType | **CRITICAL:** coverage is ONLY for financials/branches. metrics is NOT used for branches/ucc1/deposit_rates. **IDENTIFIER RESOLUTION WORKFLOW:** When a user query names a company by name (e.g., "JPMorgan Chase"), you must resolve it to the correct FactSet Entity ID level BEFORE calling other endpoints. The correct identifier level varies by data_type/coverage. **CRITICAL RULE:** For data_type IN {ubpr, ucc1, deposit_rates, ten_d, aum, focus}, ALWAYS call `search_entities` first (with the matching `reportType`) and use the resolved `factsetEntityId` in the downstream call — regardless of whether the user supplied a company name or a public ticker. A parent company's public ticker is NOT a valid identifier for these six data_types; only `financials`, `branches`, and `country_exposure` accept the parent-level ticker/entity ID directly. 1. **When the user provides only a name (no ticker/ID):** Call `search_entities` with the company name in `searchText` and the `reportType` matching the endpoint you'll eventually call (reportType is REQUIRED for search_entities). - Example: User asks "What is JPMorgan Chase Bank NA's UBPR return on assets?" - Call 1: search_entities with searchText="JPMorgan Chase Bank NA", reportType="UBPR" - Call 2: use the resolved entity ID in the ubpr endpoint 2. **When the user provides a ticker (e.g., JPM-US, BAC-US):** - Public company tickers CAN be used directly for: financials, branches, country_exposure - Public company tickers CANNOT be used for: ubpr, ucc1, deposit_rates, ten_d, aum, focus — these require an entity ID that differs from the parent's public ticker (subsidiary bank, asset-backed trust, or private entity). Call search_entities with `ids=[<the ticker>]` and the matching `reportType` to resolve it first. 3. **When the user asks about private entities (credit unions, RIAs, broker-dealers) or asset-backed trusts:** - These ALWAYS require FactSet Entity ID resolution via search_entities - No public tickers exist for these entities - Example: User asks "What is Navy Federal Credit Union's total assets?" - Call 1: search_entities with searchText="Navy Federal Credit Union", reportType="FINANCIALS" - Call 2: use resolved FactSet Entity ID in financials endpoint with coverage="CREDIT_UNION" **search_entities parameters:** `reportType` is REQUIRED (destination endpoint you're resolving for). At least one of `ids` (parent ticker/entity ID) or `searchText` (partial/full name match) is REQUIRED — use `searchText` when there's no parent holding company/ticker to supply. Use the bank's overall/common name in `searchText` (e.g. "Chase", "Wells Fargo"), not a specific brand, product line, or business unit (e.g. NOT "Chase Auto", "Wells Fargo Advisors") — it's a substring match, so an overly narrowed name risks matching nothing or the wrong entity. **Mapping by reportType (for use in search_entities filter):** - UBPR → Banking Subsidiaries only, US, for use with ubpr - TEN_D → Asset-backed trust entities, for use with ten_d. For credit card trusts the ultimate parent is typically the bank/bank holding company itself, but for auto loan securitizations it's often a non-bank finance company (e.g. GM Financial, Ford Credit, Toyota Financial, Ally Financial, Santander Consumer) — search/resolve by that finance company's own name, not a bank, and not the automaker parent (e.g. "GM Financial", not "GM") - UCC1 → Banking Subsidiaries only, US, for use with ucc1 - DEPOSIT_RATES → Banking Subsidiaries only, US, for use with deposit_rates - AUM_RIA → Private Registered Investment Advisers, US, for use with aum - FOCUS → Private broker-dealers, US, for use with focus - FINANCIALS → Both Bank Holding Companies and Banking Subsidiaries (coverage-dependent), for use with financials - BRANCHES → Same identifier coverage as FINANCIALS, for use with branches - COUNTRY_EXPOSURE → Both Bank Holding Companies and Banking Subsidiaries, US, for use with country_exposure **RESPONSE FIELDS BY data_type:** - **financials**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `metric` (string): Metric code; `value` (number): Metric value; `description` (string): Metric description; `coverage` (string): Coverage type (US, CANADA, AUSTRALIA, CREDIT_UNION); `currency` (string): Currency ISO code; `fiscalEndDate` (string): Fiscal period end date in YYYY-MM-DD format (US, AUSTRALIA, CREDIT_UNION); `bankTypeDescription` (string): Bank type description (US only); `reportEndDate` (string): Report period end date in YYYY-MM-DD format (CANADA only); `reportPeriod` (string): Report period in M# format where # is month number (CANADA only, e.g., M1 for January); `reportDescription` (string): Standardized line item description from source report (AUSTRALIA, CREDIT_UNION); `report` (string): Report code (CREDIT_UNION only). - **ubpr**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `metric` (string): Metric code; `value` (number): Metric value; `description` (string): Metric description; `fiscalEndDate` (string): Fiscal period end date (YYYY-MM-DD); `currency` (string): Currency ISO code; `peerGroupName` (string): Peer group classification; `peerGroupRank` (integer): Percentile ranking within peer group (0-99). - **branches**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `coverage` (string): Coverage type (US, CREDIT_UNION, AUSTRALIA); `branchCount` (integer): Number of branches (US only); `totalDeposits` (number): Total deposits in thousands (US only); `depositMarketSharePct` (number): Deposit market share percentage (US only); `marketShareType` (string): Market share aggregation level (US only); `marketShareCode` (string): Geographic code - FIPS county, ZIP, or MSA code (US only); `locDesc` (string): Location description (US only); `branchType` (string): Branch type classification (US only); `branchSite` (string): Branch site name (CREDIT_UNION only); `atmSite` (string): ATM site name (CREDIT_UNION only); `isMainOffice` (boolean): Main office flag (CREDIT_UNION only); `hasMemberServices` (boolean): Has member services flag (CREDIT_UNION only); `hasAtm` (boolean): Has ATM on-site flag (CREDIT_UNION only); `hasDriveThru` (boolean): Has drive-thru service flag (CREDIT_UNION only); `addressId` (integer): Unique address identifier (CREDIT_UNION only); `siteType` (string): Type of site (CREDIT_UNION only); `locationCity` (string): City name (CREDIT_UNION, GLOBAL); `stateProvince` (string): US state or province code (CREDIT_UNION only); `locationPostalCode` (string): Postal/ZIP code (CREDIT_UNION, GLOBAL); `locationStreet` (string): Street address (CREDIT_UNION, GLOBAL); `isoCountry` (string): ISO country code (CREDIT_UNION, GLOBAL); `latitude` (number): Latitude coordinate (CREDIT_UNION, AUSTRALIA, GLOBAL); `longitude` (number): Longitude coordinate (CREDIT_UNION, AUSTRALIA, GLOBAL); `locationId` (integer): Unique location identifier (AUSTRALIA only); `serviceChannelType` (string): Type of service channel (AUSTRALIA only); `numServiceChannel` (integer): Number of service channels at location (AUSTRALIA only); `remotenessArea` (string): Remoteness classification (AUSTRALIA only); `sa2Code` (integer): Statistical Area Level 2 code - ABS (AUSTRALIA only); `state` (string): Australian state or territory full name (AUSTRALIA only); `address` (string): Full address (AUSTRALIA only). - **country_exposure**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `metric` (string): Metric code; `value` (number): Metric value; `description` (string): Metric description; `fiscalEndDate` (string): Fiscal period end date (YYYY-MM-DD); `currency` (string): Currency ISO code; `country` (string): ISO country code. - **ten_d**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `ultimateParentProperName` (string): Ultimate parent company name; `factsetUltParentEntityId` (string): Ultimate parent FactSet entity ID; `metric` (string): Metric code; `value` (number): Metric value; `description` (string): Metric description; `filingDate` (string): Form 10-D filing date (YYYY-MM-DD); `reportingMonth` (string): Month covered by report; `reportingYear` (integer): Year covered by report; `currency` (string): Currency ISO code. - **ucc1**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `vendorFilingId` (string): Vendor UCC-1 filing identifier; `debtorName` (string): Debtor name; `filingState` (string): State where filed; `effectiveDate` (string): Filing effective date (YYYY-MM-DD); `expirationDate` (string): Filing expiration date (YYYY-MM-DD). - **deposit_rates**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `asOfDate` (string): Rate effective date (YYYY-MM-DD); `currency` (string): Currency ISO code; `depositProduct` (string): Product type (e.g., Savings, Certificate of Deposit); `term` (string): Product term; `depositCategory` (string): Balance tier category (e.g., 'Up to 2500', '10000 to 100000'); `apyRate` (number): Annual Percentage Yield rate; `prevApyRate` (number): Previous Annual Percentage Yield rate; `nationalApyAvgRate` (number): National average Annual Percentage Yield rate; `apyAvgRate` (number): Average Annual Percentage Yield rate; `prevApyAvgRate` (number): Previous average Annual Percentage Yield rate; `minDeposit` (number): Minimum deposit amount; `maxDeposit` (number): Maximum deposit amount (0 indicates no maximum); `state` (string): Two-letter US state or territory code (ISO 3166-2:US); `onlineDesc` (string): Online availability indicator; `specialFlag` (integer): Special offer flag (1 indicates special promotional rate). - **aum**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `metric` (string): Metric code; `value` (number): Metric value; `description` (string): Metric description; `fiscalEndDate` (string): Fiscal period end date (YYYY-MM-DD); `filingDate` (string): Form ADV filing date (YYYY-MM-DD); `currency` (string): Currency ISO code; `reportType` (string): Report type (AUM). - **focus**: `requestId` (string): Institution identifier as submitted in request; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier; `metric` (string): Metric code; `value` (number): Metric value; `description` (string): Metric description; `fiscalEndDate` (string): Fiscal period end date (YYYY-MM-DD); `currency` (string): Currency ISO code; `reportType` (string): Report type (FOCUS). - **search_entities**: `requestId` (string): Identifier as submitted in request (ticker or entity ID). Null when the entity was matched via searchText without a submitted id.; `entityProperName` (string): Institution legal name; `factsetEntityId` (string): FactSet entity identifier — pass this into the `ids` field of the destination endpoint; `tickerRegion` (string): Regional ticker for the matching entity. Null when the entity has no public ticker.; `fsymRegionalId` (string): FactSet Symbology regional identifier. Null when the entity has no public ticker.; `startDate` (string): Date the relationship to the ultimate parent began (YYYY-MM-DD); `endDate` (string): Date the relationship to the ultimate parent ended (YYYY-MM-DD). Null indicates the relationship is currently active.; `factsetUltParentEntityId` (string): FactSet entity identifier of the ultimate parent; `factsetUltParentProperName` (string): Legal name of the ultimate parent; `reportType` (string): Echoes the requested reportType this entity was resolved for; `isoCountry` (string): ISO country code; `entityType` (string): Three-character FactSet entity type code (e.g. SUB=Subsidiary, TRU=Trust, HOL=Holding Company, PVT=Private Company).

FactSet Events Tool - Comprehensive corporate calendar event data. **CRITICAL**: MAXIMUM 365-DAY SPAN between startDateTime and endDateTime (calculated to the second, not calendar days). The API enforces: (endDateTime - startDateTime) <= exactly 365 days (31,536,000 seconds). The difference between start and end dates must not exceed 365 days. Make sure startDateTime and endDateTime are always set to 00:00:00 (midnight) instead of 23:59:59 to stay within limit. For future earnings release use ProjectedEarningsRelease. Examples: - startDateTime='2024-01-01T00:00:00Z', endDateTime='2024-12-31T00:00:00Z' PASS (exactly 365 days) - startDateTime='2024-01-01T00:00:00Z', endDateTime='2024-12-31T23:59:59Z' FAIL (365 days + 23:59:59 - FAILS) - startDateTime='2024-01-01T00:00:00Z', endDateTime='2025-12-31T23:59:59Z' FAIL (730 days - FAILS) **WHEN TO USE THIS TOOL:** - Earnings calls, investor meetings, conference schedules, corporate actions - "When is [company]'s earnings call?", "Upcoming events for [company]", "[Company] event calendar" - "Earnings schedule for [companies]", "Investor meetings this week/month", "Recent event changes" **CRITICAL: For queries like "When was [company]'s last earnings call?", use this tool BEFORE web search.** **DATA COVERAGE & SCOPE:** - Global corporate event calendar from November 1st, 2022 onwards - Earnings calls, investor meetings, conferences, corporate actions - Historical and future events (up to 365 days ahead) - Real-time schedule updates and modifications **EVENT TYPES:** Earnings, ConfirmedEarningsRelease, ProjectedEarningsRelease, SalesRevenueCall, SalesRevenueRelease, GuidanceCall, AnalystsInvestorsMeeting, ShareholdersMeeting, Conference, SpecialSituation, Split, Dividend **UNIVERSE TYPES:** - Tickers (recommended): Individual symbols, e.g. ['AAPL-US', 'MSFT-US'] - Index: Market index constituents, e.g. ['SP50'] - Etf: ETF holdings, e.g. ['SPY-US'] - AllCompanies: All available companies (use sparingly); symbols must also be 'AllCompanies' **DATE HANDLING — Two mutually exclusive approaches:** Option A (DateTime range): - startDateTime + endDateTime required together (ISO 8601 UTC, max 365 days) - Minimum: 2022-11-01T00:00:00Z | Format: YYYY-MM-DDTHH:MM:SSZ - Example: start='2024-01-01T00:00:00Z', end='2024-12-31T00:00:00Z' Option B (lastModifiedWithin): - SixHours/TwelveHours/Today/TwoDays/OneWeek/OneMonth - Returns events modified in period + scheduled within 45 days **LIMITATIONS:** - 365-day max date range per request; historical data from November 2022 only; future events max 365 days ahead - Contact info and webcast links may not be available for all events

Perform advanced financial screening on company data across multiple content sets (Factset Fundamentals, Factset Global Prices, Factset Entity, FactSet Estimates). Recommended workflow: Fields → Distinct Count (if needed) → Search. Operations: 1. **Fields** - Get available fields. Start here to discover all available fields for screening. 2. **Distinct Count** - Get enumeration values for a field to understand valid filter values. Supports pagination via limit (default 20, max 500) and offset (default 0). Use after Fields to explore enum field values before building filters. Call Fields endpoint to see the complete list of distinct-count supported fields. 3. **Search** - Search records matching filter criteria across content sets with sorting and pagination. Supports pagination via limit (default 20, max 500) and offset (default 0). Call Fields endpoint first, then optionally Distinct Count for enum fields, before building your search query. ## Date Specifications Use ONE of these three approaches per criterion: **Single Date (Point-in-Time Snapshot)** - Use `date` field: - Absolute: '2025-05-28', '5/2025', '2016/3F' (fiscal quarter), '2016' (fiscal year) - Relative: '-1AY' (1 year ago), '-1M' (1 month ago), '0M' (latest month-end) - When: Current snapshot, specific period, historical lookback **Date Range with Aggregation** - Use `dateRange` field with separate `period` field: - Periods: daily, weekly, monthly, quarterly, semi-annual, year-to-date, yearly, last-twelve-months - Operations: AVG, MAX, MIN, SUM - IMPORTANT: period and dateRange are SIBLINGS (separate fields at same nesting level) - [CORRECT]: dateRange: {startDate: '-12M', endDate: '0M', operation: 'AVG'}, period: 'monthly' - [INCORRECT]: dateRange: {startDate: '-12M', endDate: '0M', operation: 'AVG', period: 'monthly'} - When: Trends, averages, rolling metrics across time windows **Estimate Period** - Use `estimatePeriod` field (Factset Estimates only): - Annual: '1' (current year), '2' (next year), '2025' (specific fiscal year) - Quarterly: '1'-'5' depending on the estimate type - When: Forward-looking estimates, consensus forecasts **ContentSet & Date Compatibility:** - Factset Fundamentals: Use `date` (single) or `dateRange` (time-series) - Factset Estimates: Use `estimatePeriod` for forecasts OR `date` for historical snapshots - Factset Entity: Typically no date needed (non-temporal data) **Common Mistakes to Avoid:** - Do NOT use both `date` and `dateRange` on the same criterion - Do NOT use `estimatePeriod` with `dateRange` (mutually exclusive) - Use relative dates ('-1AY') for rolling/periodic queries without hardcoding dates - Use aggregation (period + operation) when comparing metrics across different time buckets

FactSet Debt Capital Structure Tool - Analyze debt structure, instruments, and liquidity for public companies. **WHEN TO USE:** This is the authoritative source for a company's debt figures. Prefer this tool over the general fundamentalstool for any question about short-term debt, long-term debt, gross/total debt, net debt, revolvers, term loans, bonds, secured/unsecured or seniority breakdowns, rate type (fixed/floating), or facility liquidity. **ROUTING BY QUERY TYPE:** - 'summary' (/details-summary): For SNAPSHOT of debt totals at a specific date → "debt totals on 2024-12-31", "Q2 2024 short-term vs long-term debt", "annual debt summary" → Requires: ids + start_date + periodicity (ANN or QTR only) - 'details' (/details): For INDIVIDUAL DEBT INSTRUMENTS with seniority, coupon, maturity over time → "list all bonds", "show instruments by seniority", "get instrument details with history" → Requires: ids + periodicity (ANN or QTR) + date (YYYY-MM-DD) - 'totals' (/dcs-totals): For SPECIFIC METRICS OVER TIME with flexible frequency → "total debt trend 2022-2024", "monthly net debt", "quarterly short-term debt" → Requires: ids + start_date + metrics + frequency (D/W/AM/AQ/AY). end_date optional. - 'liquidity' (/liquidity): For REVOLVER/CREDIT FACILITY DETAILS AND AVAILABILITY → "available revolver capacity", "borrowing base limits", "short-term liquidity" → Requires: ids + start_date + metrics + term (SHORT_TERM or LONG_TERM) **DATE HANDLING (applies to start_date for summary/liquidity and date for details):** These are POINT-IN-TIME as-of dates. Map the user's phrasing to the reporting-period END date - do NOT use January 1st or a range start for a snapshot: - "year-end 2025" / "FY2025" / "fiscal year 2025" / "annual 2025" / "entering 2026" → 2025-12-31, periodicity ANN - "Q1 2025" → 2025-03-31, "Q2 2025" / "mid-2025" / "H1 2025" → 2025-06-30, "Q3 2025" → 2025-09-30, "Q4 2025" → 2025-12-31 (with periodicity QTR) - "as of <date>" → that exact date - "right now" / "current" / "currently" / "latest" / "available today" → today's date For 'totals' (a time series), start_date is the RANGE START; for "over the last N years" use N years before today as start_date and today as end_date. **PERIODICITY:** ANN for annual / year-end / full-year requests; QTR only for a named quarter or explicit quarter-end. ONLY ANN or QTR are accepted (never LTM, SEMI, etc.). For sub-annual series (daily/weekly/monthly) use 'totals' with frequency. **LIQUIDITY METRICS (important):** Use the generic total_revolver_amount_avail_debt for revolver availability and set the `term` parameter (SHORT_TERM or LONG_TERM) to select the short-term vs long-term view. Do NOT swap in total_st_revolver_amount_avail_debt / total_lt_revolver_amount_avail_debt just because the user says "short-term" or "long-term" - keep the generic metric and change `term` instead. Add total_st_borrowing_base_debt when borrowing base is requested. **METRIC SELECTION (totals):** - For convertible debt amounts use total_convertible_debt (not total_convertible_flag_debt). - total_perpetual_flag_debt / total_non_recourse_flag_debt / total_defaulted_flag_debt are the only metrics for those categories (perpetual, non-recourse/asset-backed/project, defaulted). - Do NOT call FactSet_Metrics to look up metric codes for calling this tool; the codes above are standardized. **BATCHING:** When comparing multiple companies, pass all identifiers in a single call (e.g. ids=['BA-US','LMT-US']) rather than making one call per company. **CURRENCY / FX:** 'summary', 'details', and 'totals' accept an optional `currency` parameter (ISO code, e.g. USD, EUR, GBP) that converts returned values into that currency. Omit it to get each company's native reporting currency (default behavior, equivalent to LOCAL) - only set it when the user explicitly asks for figures in a specific currency. The 'liquidity' endpoint does NOT support a currency parameter: for liquidity figures in another currency, retrieve the native values here and separately call FactSet_ForeignExchangeRates for the appropriate pair (e.g. ids=['USDEUR'], data_type=spots) over the same dates, then convert. Do not attempt currency conversion within this tool for liquidity. **DATA AVAILABILITY:** Historical back to 2006. No interim/most-recent endpoint: for the latest data use 'details' or a snapshot with the most recent date available (today's date for "current" requests).

FactSet Entity Tool - Comprehensive entity reference and relationship data. **WHEN TO USE THIS TOOL:** - Entity identification and reference information (supports both public and private identifiers) - Ultimate parent and credit parent relationships - Corporate structure and subsidiary analysis - Related securities (equity and debt instruments) **ENTITY REFERENCE (/entity-references):** Use Case: Entity profiles with parent relationships and business details Returns: Company name, Ultimate Parent ID & name, Credit Parent ID, parent equity ID, entity type flags, website, incorporation details, country/risk info, business description, contact info, headquarters address, investor relations info Best For: Entity identification, parent company research, corporate structure analysis Example: "What is Apple's ultimate parent?" → data_type='entity_reference', ids=['AAPL-US']

Fetch analyst estimates, consensus, segments, guidance, ratings, and surprise data. **CRITICAL PIT RULE:** For historical estimates, startDate AND endDate are ALWAYS required. Omitting both returns only the most recent snapshot — NOT Point-in-Time data. **WHEN TO USE THIS TOOL:** - Analyst estimates, forecasts, or consensus data - Forward-looking metrics (EPS, revenue, EBITDA forecasts) - Analyst ratings and buy/hold/sell recommendations - Earnings surprise (actual vs estimate beat/miss) - Segment-level estimates (product/business lines, geographic regions) — consensus across analysts - Company guidance and projections **DATA COVERAGE:** 16,000+ companies, 90+ countries. History from 1999 (Europe 1997). Consensus window: 100 days. **CRITICAL:** Estimates metrics are NOT prefixed with FF_ (use SALES, EPS, PRICE_TGT). Fundamentals use FF_ prefix. Call the metrics endpoint first if unsure. **ENDPOINTS (select via estimate_type):** 1. 'consensus_fixed' — Forecasts for specific fiscal periods. Use fiscalPeriodStart/End (YYYY or YYYY/FQ). CRITICAL: Cannot mix with relativeFiscal params. 2. 'consensus_rolling' — Forecasts for relative periods (FY1, next year). Use relativeFiscalStart/End. CRITICAL: relativeFiscalEnd must be >= relativeFiscalStart. 3. 'surprise' — Actual vs estimate comparison. startDate+endDate REQUIRED. Returns surpriseAmount, surprisePercent, before/after values. 4. 'ratings' — CONSENSUS buy/hold/sell counts. For rating trends add startDate/endDate. No metrics. Returns buyCount, holdCount, sellCount. 5. 'segments' — CONSENSUS segment estimates by product/geography. DEFAULT for "segment revenue", "operating segments", "business line/region" queries. Returns all segments automatically. segmentType=BUS/GEO. Use relativeFiscalStart/End or fiscalPeriodStart/End. 6. 'guidance' — Company-provided forward guidance. Specify periodicity (ANN=fiscal year, QTR=quarterly). Returns guidanceMidpoint, guidanceLow, guidanceHigh. **SPECIAL CASE — PRICE_TGT:** Use consensus_rolling with relativeFiscalStart=0, relativeFiscalEnd=0. For single-date snapshot, set startDate=endDate. Do NOT use frequency with single-date snapshots. **DATE HANDLING:** - consensus_fixed/rolling, segments, guidance, ratings: startDate+endDate optional (omit for latest; provide both for PIT history) - surprise: startDate+endDate REQUIRED. For most recent, set both to today's date. - CRITICAL: Never provide only one of startDate/endDate. - Literal year/period (e.g. "2025", "Q4 2024", "FY2025") → use fiscalPeriodStart/End. - Relative phrasing ("next fiscal year", "next N years", "FY1", "FY2", "this quarter") → use relativeFiscalStart/End. - CRITICAL: If a call errors, RETRY with the same startDate/endDate/frequency — do NOT drop them. Dropping dates returns only the latest snapshot. **SNAPSHOT WINDOW (startDate/endDate):** Perspective dates, not filters on publication date. Consensus published before startDate appears if still active during window—expected behavior. **ID LIMITS:** Max 3,000 identifiers. Accepts: ticker (AAPL-US), CUSIP, SEDOL, ISIN, FactSet ID. **METRIC LIMITS:** Max 1 metric per request. NOT USED for ratings. **PERIODICITY vs FREQUENCY:** periodicity is the forecast horizon (which fiscal period analysts estimate); frequency is the sampling density of historical snapshots — it NEVER changes which period is estimated, only how often it is sampled. Example: periodicity=ANN + frequency=AM returns 12 monthly snapshots of the same FY estimate evolving. Use NTMA/LTMA (rolling 12M, no fixed year-end) for valuation multiples; use ANN/QTR for specific-period tracking. **RESPONSE FIELDS BY data_type:** - **consensus_fixed**: `requestId` (string | null): Identifier that was used for the request; `fsymId` (string | null): FactSet regional security identifier; `metric` (string | null): Financial statement metric that is estimated; `periodicity` (string | null): Reporting interval for the estimate: ANN, QTR, SEMI, LTMA, or NTMA; `fiscalPeriod` (integer | null): Fiscal period for the estimate record; `fiscalYear` (integer | null): Fiscal year for the estimate record; `fiscalEndDate` (string | null): Fiscal end date for the estimate record (YYYY-MM-DD); `relativePeriod` (integer | null): Fiscal period relative to estimate date; not applicable for consensus_fixed; `estimateDate` (string | null): Date of estimate (YYYY-MM-DD); `currency` (string | null): Currency code the data is adjusted to; `estimateCurrency` (string | null): Estimate currency of the requested security; `mean` (number | null): Mean of estimates in consensus calculation; `median` (number | null): Median of estimates in consensus calculation; `standardDeviation` (number | null): Standard deviation of estimates in consensus calculation; `high` (number | null): Highest estimate in consensus calculation; `low` (number | null): Lowest estimate in consensus calculation; `estimateCount` (integer | null): Count (NEST) of estimates in consensus calculation; `up` (integer | null): Number of upward revisions within the consensus window (default 100 days); `down` (integer | null): Number of downward revisions within the consensus window (default 100 days). - **consensus_rolling**: `requestId` (string | null): Identifier that was used for the request; `fsymId` (string | null): FactSet regional security identifier; `metric` (string | null): Financial statement metric that is estimated; `periodicity` (string | null): Reporting interval for the estimate: ANN, QTR, SEMI, LTMA, or NTMA; `fiscalPeriod` (integer | null): Fiscal period for the estimate record; `fiscalYear` (integer | null): Fiscal year for the estimate record; `fiscalEndDate` (string | null): Fiscal end date for the estimate record (YYYY-MM-DD); `relativePeriod` (integer | null): Fiscal period relative to estimate date; not applicable for consensus_fixed; `estimateDate` (string | null): Date of estimate (YYYY-MM-DD); `currency` (string | null): Currency code the data is adjusted to; `estimateCurrency` (string | null): Estimate currency of the requested security; `mean` (number | null): Mean of estimates in consensus calculation; `median` (number | null): Median of estimates in consensus calculation; `standardDeviation` (number | null): Standard deviation of estimates in consensus calculation; `high` (number | null): Highest estimate in consensus calculation; `low` (number | null): Lowest estimate in consensus calculation; `estimateCount` (integer | null): Count (NEST) of estimates in consensus calculation; `up` (integer | null): Number of upward revisions within the consensus window (default 100 days); `down` (integer | null): Number of downward revisions within the consensus window (default 100 days). - **ratings**: `fsymId` (string | null): FactSet regional security identifier; `estimateDate` (string | null): Date of estimate (YYYY-MM-DD); `buyCount` (integer | null): Number of Buy ratings in the consensus (100-day window); `overweightCount` (integer | null): Number of Overweight ratings in the consensus (100-day window); `holdCount` (integer | null): Number of Hold ratings in the consensus (100-day window); `underweightCount` (integer | null): Number of Underweight ratings in the consensus (100-day window); `sellCount` (integer | null): Number of Sell ratings in the consensus (100-day window); `ratingsNestTotal` (integer | null): Total number of ratings in the consensus calculation (100-day window); `ratingsNote` (number | null): Mean numerical rating score: 1=Buy, 1.5=Overweight, 2=Hold, 2.5=Underweight, 3=Sell; `ratingsNoteText` (string | null): Mean textual rating (Buy/Overweight/Hold/Underweight/Sell) derived from ratingsNote; `requestId` (string | null): Identifier that was used for the request. - **surprise**: `fsymId` (string | null): FactSet regional security identifier; `date` (string | null): Date for the data (YYYY-MM-DD); `currency` (string | null): Currency code the data is adjusted to; `estimateCurrency` (string | null): Estimate currency of the requested security; `metric` (string | null): Financial statement metric that is estimated; `statistic` (string | null): Method of calculation for the consensus statistic (e.g., MEAN); `periodicity` (string | null): Periodicity of the estimate record: ANN, QTR, SEMI, NTMA, or LTMA; `fiscalEndDate` (string | null): Fiscal end date for the estimate record (YYYY-MM-DD); `fiscalYear` (integer | null): Fiscal year for the estimate record; `fiscalPeriod` (integer | null): Fiscal period for the estimate record; `surpriseDate` (string | null): Date of the reported event (YYYY-MM-DD); `surpriseAmount` (number | null): Amount of difference between last consensus and actual; `surprisePercent` (number | null): Percent difference between last consensus and actual; `surpriseBefore` (number | null): Last consensus estimate before the event; `surpriseAfter` (number | null): Actual reported value after the event; `eventDescription` (string | null): Description of the reported event; `eventFlag` (integer | null): Event flag code: 0=results, 1=profit warning; `requestId` (string | null): Identifier that was used for the request. - **segments**: `requestId` (string | null): Identifier that was used for the request; `fsymId` (string | null): FactSet regional security identifier; `segmentType` (string | null): Type of segment requested: BUS (business/product) or GEO (geographic); `metric` (string | null): Financial statement metric that is estimated; `fiscalPeriod` (integer | null): Fiscal period for the estimate record; `fiscalYear` (integer | null): Fiscal year for the estimate record; `segmentLabel` (string | null): Specific label of the segment (e.g., 'iPhone'); `segmentLevel` (string | null): Segment hierarchy level: P=Parent or S=Subordinate; `fiscalEndDate` (string | null): Fiscal end date for the estimate record (YYYY-MM-DD); `estimateDate` (string | null): Date the estimates are as of (YYYY-MM-DD); `currency` (string | null): Currency used in consensus calculations; `estimateCurrency` (string | null): Estimate currency of the requested security; `mean` (number | null): Mean of estimates in consensus calculation; `median` (number | null): Median of estimates in consensus calculation; `standardDeviation` (number | null): Standard deviation of estimates in consensus calculation; `high` (number | null): Highest estimate in consensus calculation; `low` (number | null): Lowest estimate in consensus calculation; `estimateCount` (integer | null): Count (NEST) of estimates in consensus calculation; `up` (integer | null): Number of upward revisions within the consensus window (default 100 days); `down` (integer | null): Number of downward revisions within the consensus window (default 100 days). - **guidance**: `requestId` (string | null): Guidance identifier used as input in the request; `fsymId` (string | null): FactSet regional security identifier; `metric` (string | null): Financial statement metric that is estimated; `currency` (string | null): Currency code the data is adjusted to; `estimateCurrency` (string | null): Estimate currency of the requested security; `periodicity` (string | null): Reporting interval for the estimate: ANN, QTR, SEMI, LTMA, or NTMA; `consensusDate` (string | null): Perspective date representing the current analyst consensus as of today; `fiscalYear` (integer | null): Fiscal year for the estimate record; `fiscalEndDate` (string | null): Fiscal end date for the estimate record (YYYY-MM-DD); `relativePeriod` (integer | null): Fiscal period based on relationship to estimate date; `fiscalPeriod` (integer | null): Fiscal period for the estimate record; `guidanceDate` (string | null): Date guidance was issued (YYYY-MM-DD); `inputDateHigh` (string | null): Date FactSet collected the guidance high value (YYYY-MM-DD); `inputDateLow` (string | null): Date FactSet collected the guidance low value (YYYY-MM-DD); `inputDateHighTime` (string | null): Timestamp FactSet collected the guidance high value; `inputDateLowTime` (string | null): Timestamp FactSet collected the guidance low value; `guidanceMidpoint` (number | null): Central value in the projected financial guidance range; `guidanceLow` (number | null): Lower end of the projected financial guidance range; `guidanceHigh` (number | null): Upper end of the projected financial guidance range; `guidanceRange` (string | null): Span between the lowest and highest guidance values (e.g. '6450.00-6500.00'); `prevMidpoint` (number | null): Midpoint of the financial guidance range given in the prior period; `prevLow` (number | null): Low end of the financial guidance range given in the prior period; `prevHigh` (number | null): High end of the financial guidance range given in the prior period; `meanBefore` (number | null): Consensus value the day before the guidance was issued; `meanSurpriseAmt` (number | null): Difference between the meanBefore value and the guidance; `meanSurpriseAmtPercent` (number | null): Percentage difference between the meanBefore value and the guidance.

FactSet Fundamentals Tool - Comprehensive financial statements data. **MANDATORY WORKFLOW:** 1. ALWAYS call FactSet_Metrics FIRST before calling FactSet_Fundamentals - no exceptions, even for common metrics 2. Copy the EXACT metric code string(s) returned by FactSet_Metrics into the metrics parameter - do not paraphrase, abbreviate, or infer codes 3. Only after receiving a valid FactSet_Metrics response may you call FactSet_Fundamentals 4. Never call FactSet_Fundamentals with metric codes that were not explicitly returned in the current conversation's FactSet_Metrics response **DO NOT USE THIS TOOL FOR:** - Earnings comparisons to estimates ("beat", "miss", "surprise", "vs estimates") - Analyst forecast comparisons - use FactSet Estimates API instead **PERIODICITY — SET THIS BEFORE EVERY CALL, NO EXCEPTIONS:** - **User specifies a periodicity or fiscal dates** → use exactly that value, no fallback needed. - **User does NOT specify a periodicity or fiscal dates (i.e., "latest" / current data)** → you MUST execute this fallback sequence in order: 1. Call with `periodicity='QTR'` — always start here, no exceptions 2. If QTR returns empty → retry with `periodicity='SEMI'` 3. If SEMI returns empty → retry with `periodicity='ANN'` Return the first non-empty response. Do NOT skip straight to ANN. DO NOT use `periodicity=null`. The schema accepts null but null silently defaults to ANN and will miss quarterly/semi-annual reporters — always supply an explicit value. **DATES - CRITICAL:** - For queries with "last X" or temporal keywords: MUST include BOTH fiscalPeriodStart and fiscalPeriodEnd - Calculate: start = today - X period, end = today (e.g., "last 4 quarters" = 2025-02-26 to 2026-02-26) - For specific year: BOTH dates required (e.g., 2024 = 2024-01-01 to 2024-12-31) - Latest/current data ONLY: Omit both date parameters - Format: YYYY-MM-DD ONLY; never use '2024' or '2024/1F' **PERIODICITY:** - Options: ANN, ANN_R, QTR, QTR_R, SEMI, SEMI_R, LTM, LTM_R, LTMSG, LTM_SEMI, LTM_SEMI_R, YTD **METRICS:** Use FF_* codes (validate via FactSet_Metrics first); max 1,600 per request **EXAMPLES:** - Revenue (last 4 quarters): ids=['AAPL-US'], metrics=['FF_SALES'], periodicity='QTR', fiscalPeriodStart='2025-02-26', fiscalPeriodEnd='2026-02-26' - Balance sheet: ids=['IBM-US'], metrics=['FF_ASSETS', 'FF_LIAB', 'FF_SH_EQ'], periodicity='ANN' - Pre-calculated ratios: Check FactSet_Metrics for FF_DEBT_EQ, FF_ROE, FF_CURR_RATIO, etc. first **PRE-CALCULATED RATIOS (CHECK FIRST):** FF_DEBT_EQ, FF_CURR_RATIO, FF_QUICK_RATIO, FF_ROE, FF_ROE_DILUTED, FF_ROA, FF_EBIT_OPER_ROA, FF_ASSET_TURN, FF_PE, FF_ENTRPR_VAL_EBITDA_OPER, FF_EBIT_OPER_MGN, FF_EBITDA_OPER_MGN, FF_CCE_END **AUDIT CARD:** Each data item includes audit.card.link with verification URL. Display as: **[value](link)** - Make each number a clickable audit link. **RETURNS:** JSON with requestId, fsymId, metric, fiscalPeriod, fiscalYear, value, audit.card.link **ERROR HANDLING:** Invalid params/dates/metrics → Detailed error message with guidance **RESPONSE FIELDS BY data_type:** - **fundamentals**: `requestId` (string | null): Input identifier used for the request; `fsymId` (string | null): FactSet regional security ID; `metric` (string | null): Requested metric code, e.g. FF_SALES; `periodicity` (string | null): Reporting frequency of the returned period: ANN/ANN_R/QTR/QTR_R/SEMI/SEMI_R/CAL/LTM/LTM_R/LTMSG/LTM_SEMI/LTM_SEMI_R/YTD; `fiscalPeriod` (integer | null): Fiscal period number within the fiscal year; `fiscalYear` (integer | null): Fiscal year of the reported period; `fiscalPeriodLength` (integer | null): Length of the fiscal period in months; `fiscalEndDate` (string | null): Fiscal period end date (YYYY-MM-DD); `reportDate` (string | null): Date the period's financials were reported; `epsReportDate` (string | null): Date EPS was reported for the period; `updateType` (string | null): Preliminary or Final; `currency` (string | null): ISO currency code of the value; `value` (string | number | null): Metric value; numeric for most metrics, string for text-valued metrics.

FactSet Funds and ETF Tool - Comprehensive mutual funds and ETF data analysis. **CRITICAL:** Always call summary endpoint to retrieve fund names from FactSet data. Do NOT use LLM training knowledge for fund names. **WHEN TO USE THIS TOOL:** - Fund performance, returns, pricing (NAV) - Fund composition, holdings, and portfolio analysis - Fund costs, fees, expense ratios, and tax information - Fund flows, AUM, yields, distributions, and risk metrics - ETF scoring, analytics, geographic/sector/asset allocation PREFER this tool over FactSet_GlobalPrices for fund/ETF queries (SPY, QQQ, VOO, VTI, etc.). Geographic revenue: use data_type='portfolio_analytics' with analyticsType='GEOGRAPHIC_REVENUE'. **DATA COVERAGE:** US-listed and international mutual funds and ETFs (SPY, VOO, QQQ, VTI, etc.). **ENDPOINTS (select via data_type):** 1. 'summary' — **REQUIRED for fund names.** Fetches official fund name, country domicile, share class info. Call this first to verify fund identity. 2. 'prices' — Fund NAV data. startDate REQUIRED, endDate optional. 3. 'returns' — Time-series NAV returns. startDate+endDate REQUIRED. 4. 'returns_range' — Period return. startDate+endDate REQUIRED. 5. 'returns_snapshot' — Pre-defined horizons (YTD/1Y/3Y/5Y). date REQUIRED. 6. 'aum' — Assets under management. Dates optional. 7. 'flows' — Net inflows/outflows. Dates optional. 8. 'distributions' — Dividend/distribution history. Dates optional. 9. 'yields' — SEC yield (gross and net). 10. 'costs_fees' — Expense ratios, management fees, load fees. 11. 'taxes_and_risks' — Tax exposure, regulatory compliance. 12. 'risk_analytics' — Credit/rate risk analytics. riskType: CREDIT_RISK or RATE_RISK. 13. 'segments_and_structure' — Fund structure and classification. 14. 'portfolio_statistics' — Portfolio metrics. 15. 'portfolio_analytics' — Asset/sector/geographic/market cap breakdown. 16. 'financials_key_items' — Financial key items. 17. 'trading' — Trading and liquidity characteristics. 18. 'scoring' — ETF scores, grades, analyst recommendations. **DATE HANDLING:** - prices: startDate REQUIRED, endDate optional - returns/returns_range: startDate+endDate BOTH REQUIRED - returns_snapshot: date REQUIRED (not startDate/endDate) - aum/flows/distributions: dates optional - All others: NO date params **FIELD CATEGORIES — PICK CORRECTLY:** **AUM Fields** (fund size in $): fundLevelAUM, shareClassAUMReported, shareClassAUMActual → endpoint='/aum' Example: "How much AUM does VOO have?" **Performance/Return Fields** (price % gain): yearToDate, oneYear, oneMonth, return → endpoint='/returns/snapshot' (or '/returns' for single-date) Example: "What was the YTD return for SPY?" **Yield Fields** (annual income %): sec30DayYieldNet, sec30DayYieldGross → endpoint='/yields' Example: "What's the current SEC yield for HYG?" — NOT /returns **ID LIMITS:** Max 10 per request. Accepts: ticker (SPY, VOO), ISIN, CUSIP, FactSet ID. International: append -GB, -CA, -DE, etc. (e.g., XIU-CA). **CRITICAL PERCENTAGE INTERPRETATION:** Percent values are decimal fractions (0.05 = 5%). Multiply by 100 before displaying. Affected: costs_fees (medianTrackingDifferencePercent, maxUpsideDeviationPercent, maxDownSideDeviationPercent), trading (averageSpreadPercent, marketHoursOverlapPercent).

Perform advanced financial screening on funds and ETFs. Recommended workflow: Fields → Distinct Count (if needed) → Search. Operations: 1. **Fields** (data_type='fields') - Get available fields for specified content sets. IMPORTANT: contentSets (array) is required. Example: ['Factset Funds']. 2. **Distinct Count** (data_type='distinct_count') - Get enumeration values for a field to understand valid filter values. REQUIRED: contentSet (singular string), fieldName. Supports pagination via limit/offset. Example: contentSet='Factset Funds', fieldName='assetClass'. Use this to discover enum field values before building filters. 3. **Search** (data_type='search') - Search records matching filter criteria across content sets with sorting and pagination. REQUIRED: contentSets (array). Example: ['Factset Funds']. Optional: filters, sort, limit (default 20, max 500), offset (default 0). NOTE: Search results return identifiers only (ticker_region, instrument_name, fsym_id, fsymId). Numeric field values (expenseRatio, shareClassAUMReported, etc.) are NOT returned. To retrieve metric values for matched funds, use fsym_id with a separate data fetch API. IMPORTANT parameter distinctions: - data_type='fields' → use contentSets (array) - data_type='distinct_count' → use contentSet (singular string) + fieldName - data_type='search' → use contentSets (array) Filter criteria (search operations): Each criterion MUST include a contentSet field matching the content set the field belongs to (e.g., 'Factset Funds'). Example filter structure: [ { "criteria": [ {"contentSet": "Factset Funds", "fieldName": "assetClass", "operator": "EQ", "values": ["Fixed Income"]}, {"contentSet": "Factset Funds", "fieldName": "shareClassAUMReported", "operator": "GT", "values": ["10000000000"]} ] } ] Operators: EQ, NE, CT, NOT_CT, IN, NOT_IN, LT, LTE, GT, GTE. All values must be strings, including numeric comparisons. IMPORTANT: Use the 'fields' endpoint first to discover each field's unit type (basis points, percent, string, ISO codes, etc.). For enum fields, use distinct_count to discover valid values before filtering.

FactSet GeoRev Tool - Comprehensive geographic revenue exposure analysis. **WHEN TO USE THIS TOOL:** - Geographic revenue, revenue by region/country, or geographic exposure - "Where does [company] make its revenue?" or "geographic breakdown" - Revenue exposure analysis by region or country - Geographic risk assessment (geopolitical, macroeconomic impacts) - Portfolio-level geographic exposure aggregation - Comparing revenue footprints vs. country of domicile - Questions about revenue in specific countries or regions Do NOT use for PRODUCT/BUSINESS segment data - use FactSet Fundamentals Segments instead. **DATA COVERAGE:** 49,000+ companies, ETFs, mutual funds globally (Russell 3000 + MSCI ACWI). U.S. from 2003, Non-U.S. from 2007. ~300 countries. Fiscal annual, updated daily. **ENDPOINTS (select via data_type):** 1. 'regions' — Revenue by Super-Regions/Regions/Areas (hierarchical). default: returns all SUPER_REGIONS. Max 15 regionIds. NOT USED: countryIds. 2. 'countries' — Country-level revenue (most granular). default: returns ALL countries. Max 300 countryIds. NOT USED: regionIds. **ROUTING GUIDE:** - General geographic revenue (no specific countries named) → data_type='regions', regionIds=['SUPER_REGIONS'] - Breakdown by each individual region → data_type='regions', regionIds=['REGIONS'] - Breakdown by area → data_type='regions', regionIds=['AREAS'] - Specific countries named → data_type='countries', countryIds=['CN', 'US', ...] - All countries (full footprint) → data_type='countries', countryIds=['ALL'] (pass explicitly) **REGION ID GROUPS:** SUPER_REGIONS (7 total), REGIONS (15), AREAS (31) **SUPER REGIONS:** R1=Africa & Middle East, R101=Americas, R170=Asia/Pacific, R274=Europe, R349=Non-Disclosed, R354=No Operations, R393=Non-Geographic **REGIONS:** R2=Africa, R68=Middle East, R102=Latin America, R164=North America, R171=Asia, R233=Oceania, R275=EU, R314=Non-EU **AREAS (examples):** R167=US & Canada, R172=Far East, R219=Indian Region, R234=AU & NZ, R276=Eastern EU, R286=Northern EU, R292=Southern EU, R298=Western EU **DATE HANDLING:** - startDate+endDate: OPTIONAL (defaults to latest fiscal period). YYYY-MM-DD. Future dates not accepted. - For multi-year queries: use ONE call with a date range + frequency='FY' rather than separate calls per year. **ID LIMITS:** Max 300 per request. Accepts: ticker (AAPL-US), CUSIP, SEDOL, ISIN, FactSet ID, Fund ID. **CONFIDENCE METRICS:** Confidence 0.5–1.0 (1.0=actual reported). Certainty Rank 1–80 (80=reported). Certainty Class A–E (A=highest). Revenue values are in MILLIONS of the specified currency.