Security Lookup using Refinitiv Data Platform libraries?

Which Refinitiv Data Platform API is available to perform security search (by RIC or security display name)? We are specifically using Refinitiv Data Platform Library for .NET.

Best Answer

  • zoya faberov
    zoya faberov ✭✭✭✭✭
    Answer ✓

    Hello @GoGoGroundhog,

    Sorry if I was not fully clear in my prior comment, and let me try to clarify.

    On API Playground, you will see all RDP services your ID is permissioned to access, and will not see any RDP services that your assigned id is not permissioned to access. For example, RDP Symbology service.

    As you are interested in using RDP Symbology service, for security lookup, suggest to contact your Refinitiv account team to discuss permissioining options for RDP Symbology service.

    At this time, to my best knowledge, RDP Symbology is an independent offering, and can be purchased as such, separately, but it can also be included in package with another RDP service. Your Refinitiv account team would be able to advise you on the best option for you and help requesting.

    Hope this is explanation is more detailed and allows you to proceed?

Answers

  • zoya faberov
    zoya faberov ✭✭✭✭✭

    Hello @GoGoGroundhog,

    To learn what RDP services are currently available, the front page of Refinitiv Data Platfrom API is a good resource.

    RDP Symbology service has very recently released version V1, while the previous version Beta2 also remains supported.

    In RDP Documentation section, you will find the latest version covered in Symbology User Guide and Beta in Simple Symbology User Guide.

    The user credential has to be permissioned for any service they look to utilize.

    RDP Library for .NET, from my looking at the available examples, does not include an example for Symbology use, as of now. RDP Libraries for Python, Javascript and .Net are ease-of-use tier, and they should cover the major functionality for RDP services, eventually. As RDP services at present are actively evolving area, the libraries improvements will come as the important follow-up step. .NET library is community-based, open-source effort, please see the description, so the pace of the functionality appearing is defined by the availability of time and may differ.

    Hope this info helps.

  • zoya.farberov
    Apparently, we do not have access to /data/symbology/beta2. At least this API is not listed on API Playground under "My APIs". How can we get access to this beta API? Note that we do have access to other data APIs like data/historical-pricing, and /discovery/symbology, which appears to be not the right API for the task at hand.

  • zoya faberov
    zoya faberov ✭✭✭✭✭

    Hello @GoGoGroundhog,

    Symbology Beta service use remains supported for the existent Beta version users. The functionality included in V1 is more extensive, and should be preferred. To my understanding, the new users of Symbology service are permissioned on version V1.

    I am assuming you are using another RDP service, via .Net? If so, and you do not see Symbology v1 on API Playground, suggest to contact your Refinitiv account team to discuss permissioning for Symbology V1 use.

  • zoya.farberov
    I am not sure what you mean with "I am assuming you are using another RDP service, via .Net?". We are using the community provided DotNet wrapper. While developing, we connect to the infrastructure mainly via Desktop (Refinitiv Workspace as we had trouble with Eikon) and sometimes also via Deployed (in-house TREP). When our product will be deployed, othe goial is that ur customers will be able to connect through any mechanism (Desktop / RDP Clound / Deployed).

    We do not have access to the beta APIs because we are not taking part in the beta programme. So actually, I would expect that we do have access to /data/symbology/v1 then, but I cannot see it in the API Playground under "My APIs" (can only see /data/symbology/beta2 but again onyl via "All APIs").

  • zoya.farberov
    I noticed we do have access to /discovery/symbology/v1 via the API Playground, but using any method (including lookup) just brings up the busy indicator and never returns, so we cannot try it out.
    I haven't found information on the /discovery/symbology/v1 endpoint. Is that a newer version of what was /data/symbology/beta or does it serve different purposes? Can it be used to implement a symbol lookup (we want to mimic what happens when you enter characters in Eikon's or Workspace's search edit field).

  • zoya faberov
    zoya faberov ✭✭✭✭✭

    Hello @GoGoGroundhog,

    Just tried API Playground -> symbology v1-> lookup, it did work for me.

    Can you please try another service, to see if you are able to access it as expected? If yes, please try symbology again, to see if you are able to access it now or the issue is persistent.

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  • other APIs on Playground (like /data/historical-pricing work fine). all methods in /discovery/symbology/v1 bring up the busy animation until they finally time out.

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    While the documentation page you are referring has information on /data/symbology, I haven't found any information on the /discovery/symbology/v1 endpoint. Therefore I repeat my question: Is that a newer version of what was /data/symbology/beta or does it serve different purposes? Can it be used to implement a symbol lookup (we want to mimic what happens when you enter characters in Eikon's or Workspace's search edit field, i.e. incremental security search based on RIC or display name).

  • zoya faberov
    zoya faberov ✭✭✭✭✭

    Hello @GoGoGroundhog,

    Two issues here:

    1. Please confirm you have opened Symbology User Guide document and do not see any info on /discovery/symbology/v1? You should be able to use it to mimic the beta functionality. I suggest to use Postman tool with provided working example requests Tutorial and Examples Postman Collection -> Symbology -> v1 to make the changes quicker and easier.

    2. Why are you not able to exercise the requests on API Playground. Have you had a chance to confirm with your Refinitiv account management team that you are fully permissioned for symbology v1? Some requests tend to take longer, just in case this is the issue, have you wait some?