Access EDGAR Filings in python

Thank you for reaching out to us.

Please share what the error is.

You may try the following code to check for the error.

body = {
    "from": [
        {
            "identifierTypes": ["RIC"],
            "values": ["LSEG.L"]
        }],
    "to": [
        {"identifierTypes": ["PermID"],
         "objectTypes": ["organization"]
        }],
    "type": "auto"
}
request_definition = endpoint_request.Definition(
            method = rd.delivery.endpoint_request.RequestMethod.POST,
            url = 'https://api.refinitiv.com/discovery/symbology/v1/lookup',
            body_parameters = body
        )

response = request_definition.get_data()
print(response)

TimeoutError: timed out

Traceback (most recent call last):
File "<ipython-input-9-b5f7a8f3bcd0>", line 1, in <module>
permid = lookup.convert()
File "/usr/local/lib/python3.9/dist-packages/refinitiv/data/discovery/symbology/lookup.py", line 221, in convert
result = self._send_request()
File "/usr/local/lib/python3.9/dist-packages/refinitiv/data/discovery/symbology/lookup.py", line 280, in _send_request
response = self._api_client.call_api(url, method="POST", body=body)
File "/usr/local/lib/python3.9/dist-packages/refinitiv/data/core/_platform/api_client.py", line 361, in call_api
response = self.request(method, url, **kwargs)
File "/usr/local/lib/python3.9/dist-packages/refinitiv/data/core/_platform/api_client.py", line 404, in request
response = self._session.request(method, url, **kwargs)
File "/usr/local/lib/python3.9/dist-packages/requests/sessions.py", line 589, in request
resp = self.send(prep, **send_kwargs)
File "/usr/local/lib/python3.9/dist-packages/requests/sessions.py", line 703, in send
r = adapter.send(request, **kwargs)
File "/usr/local/lib/python3.9/dist-packages/requests/adapters.py", line 530, in send
raise Timeout(e, request=request)
requests.exceptions.Timeout: timed out

Some codes have worked but return table full of NaN, do you have an example code that works to retrieve the management section of 10-Q filings as text?

It looks like to be a HTTP timeout. You may need to increase the timeout value by running the following code before opening a session.

config = rd.get_config()
config.set_param("logs.transports.file.enabled", True)
config.set_param("logs.transports.file.name", "lseg-data-lib.log")
config.set_param("logs.level", "debug")
config.set_param("http.request-timeout", 500)

The code is also enable the debug log. The lseg-data-lib.log file will be created.

If it doesn't help, please remove any private information from the log file and then share it when the problem occurred.

https://community.developers.refinitiv.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fgithub.com%2FLSEG-API-Samples%2FArticle.RD.Python.PredictiveModellingForFilings%2Fblob%2Fmain%2FFilings.ipynb

Filings Retrieval.pdf

This is the full code. With the code you provided it doesn't return an error but it returns no output as can be seen in the end. I used exact code as in the article, except I updated for lseg.data instead of refinitiv (i tried both anyways)

Thanks for helping

I can run the following code properly with the platform.ldp session which requires an username, password and application key.

    "sessions": {
        "default": "platform.ldp",
        "platform": {
            "ldp": {
                "app-key": "<appkey>",
                "username": "<username>",
                "password": "<password>",
                "signon_control":true
            },

The code is:

# Use the RIC to define our company identifier
identifier = "IBM.N"    

# Data ranges to capture our data sets used to predict sentiment
start = "2020-01-01T00:00:00Z"
end = "2024-10-31T23:59:59Z"
print(SymbolLookup(ric=identifier).convert())
response = filings.search.Definition(
    query = FilingsQuery().form_type("10-Q")
                          .orgid(SymbolLookup(ric=identifier).convert())
                          .feed(FilingsQuery.Feed.EDGAR)
                          .sections(["ManagementDiscussion"])
                          .start_date(start)
                          .end_date(end)
                          .limit(100)
                          .graphQL
).get_data()

To investigate the issue, please share the debug log file.

Thanks, I've tried with platform session. However, when I reach that part it displays the following error, eventhough session is open

Filings_Platform_Session.pdf

---------------------------------------------------------------------------

ValueError                                Traceback (most recent call last)

<ipython-input-50-e69ab03c8c48> in <cell line: 0>()      5 start = "2020-01-01T00:00:00Z"      6 end = "2024-10-31T23:59:59Z"----> 7 print(SymbolLookup(ric=identifier).convert())      8 response = filings.search.Definition(      9     query = FilingsQuery().form_type("10-Q")

3 frames

/usr/local/lib/python3.11/dist-packages/lseg/data/_core/session/tools.py in raise_if_closed(session)     34         error_message = "Session is not opened. Can't send any request"     35         session.error(error_message)---> 36         raise ValueError(error_message)     37      38

ValueError: Session is not opened. Can't send any request

The code to open a session should look like this:

config = ld.get_config()
config.set_param("logs.transports.file.enabled", True)
config.set_param("logs.transports.file.name", "lseg-data-lib.log")
config.set_param("logs.level", "debug")
config.set_param("http.request-timeout", 500)

session = ld.session.platform.Definition(
    app_key = "<appkey>",
    grant = ld.session.platform.GrantPassword(
    username = "<username>",
    password = "<password>",
    ), signon_control=True
    ).get_session()
session.open()

ld.session.set_default(session)

Please share the lseg-data-lib.log file if the code doesn't work.

I attached the file, as it keeps retunrning same error. Thanks!

20250527-1105-9630-lseg-data-lib.log

From the log file, you are using the desktop session (http://localhost:9000).

Do you have a LD library configuration file (lseg-data.config.json) in the current working directory?

I just have the file attached in previous message and the following

20250527-1042-1169-lseg-data-lib.log

But I haven't opened Lseg Workspace app in desktop

It looks better. However, the takeExclusiveSignOnControl parameter in the request is false.

Its value should be true according to the signon_control parameter in the code.

session = ld.session.platform.Definition(

    app_key = "<appkey>",

    grant = ld.session.platform.GrantPassword(

    username = "<username>",

    password = "<password>",

    ), signon_control=True

    ).get_session()

session.open()

What version of LSEG Data Library are you using?

Now I managed to run the code! But I got this output..

In raw it appears:

'extensions': {'warnings': [{'field': 'FinancialFiling.FilingDocument', 'message': 'User did not have entitlements to the field.', 'type': 'NO_ENTITLEMENTS_FOR_FIELD', 'warningCode': 'DW003'}]}})

It looks like to be a permission issue.

Please contact your LSEG account team or sales team directly to verify your permission.

Otherwise, please share the debug log file so I can verify the request and response messages.

20250528-0739-198-lseg-data-lib.log

Thanks a lot! I've been trying to contact my account manager but if you could check it, I would really appreciate it.