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Can i get for Eikon api python, to generate a code for m&a deals screenin?
i need help for Eikon api python, to generate a code for m&a deals screening: worldwide deals, announcement date between 01.01.2010-31.07.2024, status completed, The deal value >$1 million, Both acquirer as target are Listed on a stock exchange, The acquirer holds <50% of the target’s publicly traded shares before the…
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Return RICs based on their return and Lipper Category
Hello, is there a way to return all lipper RICs with fund objective based on their Lipper category and return. For example I would like to get all Lipper RICs that are under "Money Market USD" Lipper category that had price return from 0 to 5% from 31/12/2022 to 31/12/2023 and 2 to 10% return from 31/12/2023 and 31/7/2024.…
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Delta Screening
In delta screening, is it possible to trigger webbook notification to clients by world check one system in case of any new risk data being updated for any already screened case.
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What is Review Required case?
Hi Community, I would like to know what is the meaning of Review Required case. Generally, I understand it is a case that was previously resolved and due to any new updates on the case, it appear again as Review Required. However, we would like to know what is the "new updates", is it the adverse news of the individual has…
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Null results for MediaCheck provider after updating the existing case with a new name
Created a case with name Alexa, triggered screening and got the MediaCheck results and resolved the case . Later realised it should be Tesla so I have updated the case and triggered screening. Now I am not seeing any MediaCheck results. Null results are being retrieved . My requirement is to get new results of the…
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Sporadic Error: [{"error":"MEDIA_CHECK_CONTENT_RETRIEVAL_FAILED","cause":"Failed to retrieve Media-C
Hello Everyone I am writing to report a critical issue we are facing with one of your API endpoints - SEQ-case-mediacheck-metadata-articles, which is impacting our operational efficiency. We utilize this endpoint to process hundreds of news articles daily in bulk, in alignment with the design and purpose of your API.…
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The modificationDate is not updated when a result object changes.
The modificationDate is not updated when a result object changes. Example: * I screen individual "Putin" at 4pm today and a case is created with 18 results. * When I call SEQ-case-investigate-case-details: Fetch full case details, I see the modificationDate of the screen is 4pm today (this is good). * When I call…
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Filter for companies with Carbon (CO2) emissions.
I wish to filter for U.S. companies with accessible CO2 emissions data. I have implemented this in the screener by establishing filters for, for instance, 5 and 10 years (filtering for GHG Scope 1 emissions > 0). Is there a method to filter for companies that possess emission data spanning the last 10 years (including…
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How to obtain a list of company's peers, in Excel, with formulas?
Hello, I am looking for a way (a formula, hopefully) to obtain a list of tickers of companies that constitute peers of a given company - in Ms Excel with Refinitiv Workspace, using formulas (or VBA) rather than manually clicking through the Peers app. This needs to be done for a number of companies, so it cannot be done…
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Best method to import all available tickers for certain dates?
I want to import all available tickers, for example all stocks that trade in EUR, for a given date in the past. to avoid survivorship bias, I would do this for example every quarter. I am using python. In addition, which API would be best for this analysis (I intend to also download financials for the available tickers in…
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How can Customer Risk Screener Users screen against Media Check?
Customer Risk Screener doesn't currently support screening against Media Check, are there any work arounds available to customers who want to screen cases against World-Check?
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Working with OGS and track changes from refinitiv UI
hi guys, we are using world check one API to asses the risk for around 5000+ cases . Now the problem is that if i set ongoing screening for all of them (not sure whats the limit on OGS) and fetch changes in them using cases/ongoingScreeningUpdates , if there are any changes we will fetch screening result for the changed…
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To run KYC Process on multiple accounts at the same time
Hello, We run the KYC process on our accounts/customers after certain criteria is met. It runs on one company which is associated with the current opportunity. I have a flow where after meeting certain criteria, I am calling the apex class - "Automate Screening" and input three parameters: This part is working as expected.…
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Stock Screen for Stocks in a particular exchange
I have been using the following to screen for stocks in the US. However, the tickers that are returned in my has a combination of .O and .OQ tickers. Is it possible to modify the screen command to only return .O tickers? "SCREEN(U(IN(Equity(inactive,public,countryprimaryquote))/*UNV:Public*/),…
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Stock Screen for Inactive Stocks in a particular exchange
I am trying to screen for all stocks in a particular exchange, using the TR.ExchangeMarketIdCode. When I screen for active stocks, using the command below, it works. 'SCREEN(U(IN(Equity(active,public,primary))), IN(TR.ExchangeMarketIdCode,"XTAI"))' However, when I try to get the list of inactive stocks, using the following…
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can we get screening results in .pdf file format from API call?
hello there! my requirement is to use the screening result of cases and store them for future references. I checked this post by @sanjay.mishra & @saha.shilpi1 https://community.developers.refinitiv.com/questions/14043/how-to-download-pdf-file.html is there any API by which we can directly download the result in .pdf/csv…
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how to screen equities using various criteria
Hi, using Eikon and Python, I would like to give as input the following criteria: - country of asset's domicile - average maket capitalisation over the last 20 days and have Eikon return a list of asset identifiers (preferably ISINs) So far, I have: df =…
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Refinitive's API to create a case-ID and Ability of Refinitive to call external API and share the re
I have a use case where I would like to screen a user and return the results including a case Id which can later be used to resolve the results and the API can again query to get details of the sanctions screening. From the documentation, there seem to be multiple APIs and I would to know which to use that can address my…
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Can we use User defined caseId in worldCHeckOne API for new case generation?
Is caseSystemId constant for same case? or does it changes like case id?
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How do I edit the Screening Case object in Salesforce when the Screening Case record page is locked?
A recent customer question - posting here as it may have value for others. "I have introduced custom fields to the Screening Case object for use as part of my compliance process; however because the Screening Case object is locked and part of a managed package how can my users update those fields?"
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Custom indicator for Advanced Search
Could you pls advise what is the best way to create an filter indicator and to get every week on the email the excel with results? For examples there are these “Stock Reports Plus Average Score” (current and some from the past): 'TR.SRPAverageScore','TR.SRPAverageScoreOneWeekAgo','TR.SRPAverageScoreOneMonthAgo' In Advanced…
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SEQ-case-screening-status error
Hello, I called SEQ-case-check-availability and received NotFound result so I made a next call SEQ-screen-sync-simple. Next, I called SEQ-case-screening-status, provided JSON like the example below { "screeningStatusRequests": [{ "caseSystemId": "5jb832fhw7361hdvhgj63kbq0", "dateFrom": null } ] } This call sometimes…
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Can I use Screener to get a data-frame of Revenue values for companies broken down by sector in Code
Can I use Screener to get a data-frame of Revenue values for companies broken down by sector in Codebook? I tried in Excel and it crashes, presumebly because of the large size of the request.
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Data availability for TR.Price52WeekHighDate Screens - one year later
In late November 2021, we began experiencing problems with XTSE data availability from the SCREEN call below: instrument = "SCREEN(U(IN(Equity(active,public,primary,countryprimaryquote))),IN(TR.ExchangeMarketIdCode,'" + Exch_T + "'),BETWEEN(TR.Price52Week"+DataSwitch_T+"Date," + Date_T + "," + Date_T + "))" df, err =…
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I want to turn off Ongoing Screening for 25,000 records
. What is the best way to do this within Salesforce?
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How do I find out or reset my API key and secret?
My api key has stopped working, why would this be and how do I check what it should be?
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I am getting no screening cases created via Flows for the accounts in the country “Russia” but they
I am getting no screening cases created via Flows for the accounts in the country “Russia” but they are creating fine when testing with other countries
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How can I prevent opportunities from closing in Salesforce when an account record hasn’t completed s
How can I prevent opportunities from closing in Salesforce when an account record hasn’t completed screening yet, if the screening case object is locked and accessible only to licensed users?
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I am getting an error “Failed to save case to WC1. Status Code: 404” when attempting to screen custo
It worked fine in our UAT environment but is failing when we move to production
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Is there any way to get the match score value "That related to match strength" for each result when
I'm using World Check One API , the development language is C# , The problem is when I make screening results request to exist case the match results return as a bulk , suppose I want to take one result from this bulk and reflect it to object class the "match score" field is missing , Is there any way to retrieve this…
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Secondary fields can you pass through multiple Countries in the Country?
For secondary fields specifically country can I pass through multiple country codes? https://community.developers.refinitiv.com/questions/39772/how-to-use-secondary-and-custom-fields-in-api-call.html For example { "typeId": "SFCT_3", "value": "IND","AUS","USA" }] Or is only 1 country allowed per Country field? SFCT_3,…
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/saveAndScreen does not return the secondaryFields
Let's say I send these data to /saveAndScreen : { "groupId": "....", "providerTypes": [ "WATCHLIST" ], "nameTransposition": false, "caseScreeningState": { "WATCHLIST": "INITIAL" }, "cases": [ { "entityType": "ORGANISATION", "name": "Credit Suisse (Schweiz) AG", "secondaryFields": [ { "typeId": "SFCT_6", "value": "CHE" } ]…
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cases/{CaseSystemId}/screeningRequest returning empty body and status 201 CREATED
I created a cases on the route "cases/saveAndScreen" and to prevent creating a new case each time, I want to use "cases/{CaseSystemId}/screeningRequest" to get the response but I get a status code 201 CREATED with an empty response body.
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Is there a limit on the number of ongoing screenings?
Hi, I'd like to know if there is a limit on the number of cases that have ongoing screening turned on. We're thinking about a solution that may involve a few thousand cases with ongoing screening and we'd like to know if that'd cause a problem.
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ResolutionToolkit : StatusId Pilot vs Production
Hello, Can you help us given the urgency of the subject, Do the ResolutionToolkit values (statusId) change from the Pilot and Prod environment ? and where i can find this values (exemple 5jb8febdr1oi1gcwqfjgwroou ) in the administration console. Values from Pilot Environnement : POSSIBLE / 5jb8febdr1oi1gcwqfjgwroou FALSE /…
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Screening results interpretation , Evaluation of results & make decision
Hello, I would like to know how to correctly make decision and interpret the results from SEQ-case-investigate-results: Get screening results' . I am based on this criteria to evaluate the results and classify the case : suspicious individual (risky) or not * Criteria 1 : "matchScore": 100.0, "matchStrength": "EXACT",…
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Screener App Excel
Hello! I am looking for data regarding loans. What is the difference between the "Screener" app in Excel and the "Deal Screener" button in Excel? I used the same search criteria but got different results. Thanks for your help! Best regards, Eva
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Sequence of Requests to follow And How to make decision
Hi, I am working in the Pilot enviroment and I need your help. Q1. the sequence that we have to follow in order to get the relevant information from an Individual or organization : synchronous * SEQ-pre-groups: Get my top-level groups * SEQ-pre-group: Get a specific group by ID * SEQ-pre-group-case-template: Get the case…
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OMM L2 start of trading day
We have a binary using RFA C++ 8.2.1.L1. We use OMM L2 to get L2 data. Our client subscribe during the morning to L2 data and everything is fine. We get a stream of L2 data. On the next day, during opening we still have order book from previous day present. How can we know it's a new day and order book has to be cleared ?
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EMA overriding all the application logging
Our application uses slf4j-log4j for logging. Since integrating EMA, all application logging is muted, only EMA logging is output. How can I have EMA not overriding all the application logging configuration. I have seen…