Is there a possibility to map a list of company names with a RIC

ThomasF
ThomasF Newcomer
edited April 21 in Workspace SDK

Hello,

I am facing the following challenge: I have a list of company names (file exported from Mergermarket) which contains at least 10,000 companies. I would now like to map these companies accordingly so that I can obtain the RIC at the end and then pull ESG data for these companies if available.

I hope my plan is clear, in the first step I would like to map the company names. I know that there is the RIC search page, but this would be too time-consuming as I would have to enter each company individually.

Whoever helps me would do me a great service in the context of my Master's thesis.

Answers

  • Hi @ThomasF ,

    You can use Advanced Search application to search for RIC from company names and can export the code to use Search function with Python, more detail can be found in article https://developers.lseg.com/en/article-catalog/article/Find-content-and-functionality-using-Refinitiv-Data-Library-with-Eikon-Advanced-Search

    In the case that result is more than 10,000 rows (which is maximum number of search result), the example of how to retrieve the data can be found in section 2) Using the Search function to retrieve the data in article https://developers.lseg.com/en/article-catalog/article/KungFuBonds-RDP-Libraries

  • Jirapongse
    Jirapongse ✭✭✭✭✭

    @ThomasF

    You can use the Record Matching API in the Open PermID API to match company names to PermIDs.

    For example, I used the Open PermID Python library to match records.

    organization="""
    LocalID,Standard Identifier,Name,Country,Street,City,PostalCode,State,Website
    1,,Apple,,,,,,
    2,,Teva Pharmaceutical Industries Ltd,,,,,,
    3,,Tata Sky,,,,,,
    4,,Microsoft Corp,,,,,,
    5,,International Business Machines Corp	,,,,,,
    6,,London Stock Exchange Group,,,,,,
    """
    output,err = opid.match(organization)
    output
    

    The output is:

    image.png

    Please check the Open PermID API limitations on the FAQ page.

    Then, I used the matched PermIDs with the symbol_conversion in the LSEG Data Library for Python to get RICs. The examples are on GitHub.

    response = symbol_conversion.Definition(
        symbols=output["Match OpenPermID"].str.split('-').str[1].tolist(),
        from_symbol_type=symbol_conversion.SymbolTypes.OA_PERM_ID,
        to_symbol_types=[
            symbol_conversion.SymbolTypes.RIC
        ]
    ).get_data()
    
    response.data.df
    

    The output is:

    image.png

    Otherwise, you can directly use the PermIDs to retrieve ESG data.

    ld.get_data(
        universe=output["Match OpenPermID"].str.split('-').str[1].tolist(),
        fields = ['TR.TRESGScore'])
    

    You can use the Data Item Browser tool to search for available fields.

    The matched PermIDs may not be 100% correct but it is a good starting point.