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RKD API Developers Guide

The Refinitiv Knowledge Direct API Developer Guide (version 1.21, issued in February 2022) provides comprehensive instructions for developers on how to utilize the API, including authentication, authorization, and various service interactions. It includes detailed sections on getting started, message handling, and accessing analytics and financial data, along with sample requests and responses. Legal disclaimers regarding copyright and liability are also included, emphasizing the importance of proper usage and compliance with regulations.

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Usama Mohammad
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0% found this document useful (0 votes)
67 views1,605 pages

RKD API Developers Guide

The Refinitiv Knowledge Direct API Developer Guide (version 1.21, issued in February 2022) provides comprehensive instructions for developers on how to utilize the API, including authentication, authorization, and various service interactions. It includes detailed sections on getting started, message handling, and accessing analytics and financial data, along with sample requests and responses. Legal disclaimers regarding copyright and liability are also included, emphasizing the importance of proper usage and compliance with regulations.

Uploaded by

Usama Mohammad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 1605

Refinitiv Knowledge Direct

API

DEVELOPER GUIDE

Document Version: 1.21


Date of issue: Feb 2022
Document ID: RKD126UM.2202
Legal Information

© Refinitiv Copyright@ 2022. All rights reserved.


Republication or redistribution of Refinitv, including by framing or similar means, is prohibited without the prior written consent of Refinitiv. ‘
Refinitv’ and the Refinitiv logo are registered trademarks and trademarks of Refinitiv and its affiliated companies.
Any Software, including but not limited to, the code, screen, structure, sequence, and organization thereof, and Documentation are protected
by national copyright laws and international treaty provisions. This manual is subject to U.S. and other national export regulations.
Refinitiv, by publishing this document, does not guarantee that any information contained herein is and remain accurate or that use of the
information ensure correct and faultless operation of the relevant service or equipment. Refinitiv, its agents and employees, shall not be
held liable to or through any user for any loss or damage whatsoever resulting from reliance on the information contained herein.

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Contents

Contents
1 Overview ........................................................................................................................... 1

2 Preface .............................................................................................................................. 2
2.1 Introduction ..................................................................................................................................................... 2
2.2 Intended Audience .......................................................................................................................................... 2
2.3 Using this Guide.............................................................................................................................................. 2
2.4 Where to Get More Information....................................................................................................................... 2
2.5 Customer Zone Setup ..................................................................................................................................... 2
2.5.1 Introduction to Customer Zone ................................................................................................................. 2
2.5.2 Accessing Customer Zone........................................................................................................................ 2
2.5.3 Signing up for Service Alerts .................................................................................................................... 2
2.5.4 Signing up for Product Change Notifications ............................................................................................ 3

3 Getting Started ................................................................................................................. 4


3.1 Before You Begin ............................................................................................................................................ 4
3.2 Understanding Service Users, Impersonation (Effective Users) ..................................................................... 4
3.3 Understanding Application Identification Strings (appids) ............................................................................... 4
3.4 Understanding Authentication Tokens ............................................................................................................ 4
3.5 An Example API Interaction ............................................................................................................................ 5
3.5.1 XML Sample Request - Creating a Service Token ................................................................................... 5
3.5.2 XML Sample Response - Creating a Service Token ................................................................................ 6
3.5.3 XML Sample Request - Creating an Impersonation Token (Refinitiv effective user)................................ 7
3.5.4 XML Sample Response - Creating an Impersonation Token (Refinitiv effective user)............................. 7
3.5.5 XML Sample Request - Significant Developments ................................................................................... 8
3.5.6 XML Sample Response - Significant Developments ................................................................................ 8
3.6 Web Services Standards................................................................................................................................. 9
3.6.1 SOAP 1.1................................................................................................................................................ 10
3.6.2 HTTP Compression ................................................................................................................................ 12
3.7 Date/Time Format ......................................................................................................................................... 12

4 Authentication and Authorization................................................................................. 13


4.1 Overview ....................................................................................................................................................... 13
4.2 Understanding Application Identification Strings (appids) ............................................................................. 13
4.2.1 XML Sample Request - Creating a Service Token ................................................................................. 13
4.2.2 XML Sample - Appid in SOAP Header ................................................................................................... 13
4.2.3 JSON Sample Request – Creating a Service Token .............................................................................. 14
4.2.4 JSON Sample – Appid in REST Header................................................................................................. 14
4.3 Understanding Service Users, Impersonation (Effective Users) ................................................................... 14
4.4 Understanding Authentication Tokens .......................................................................................................... 14
4.4.1 Token Expiration..................................................................................................................................... 15
4.4.2 Creating a Token .................................................................................................................................... 16
4.4.3 Creating Service and Impersonation Token in One Request ................................................................. 21
4.4.4 Creating New Token Using Expired Token............................................................................................. 23
4.5 WSDL............................................................................................................................................................ 24
4.6 Validating Token ........................................................................................................................................... 24
4.6.1 XML Sample Request - Validating a Token............................................................................................ 24
4.6.2 XML Sample Response - Validating a Token ......................................................................................... 25
4.6.3 JSON Sample Request - Validating a Token.......................................................................................... 25
4.6.4 JSON Sample Response - Validating a Token....................................................................................... 25
4.7 Resetting Password ...................................................................................................................................... 27

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4.7.1 XML Sample Request - Resetting Password.......................................................................................... 27


4.7.2 XML Sample Response - Resetting Password....................................................................................... 27
4.7.3 JSON Sample Request - Resetting Password ....................................................................................... 28
4.7.4 JSON Sample Response - Resetting Password..................................................................................... 28

5 Using MessageID ........................................................................................................... 29


5.1 Unique Message Identifier ............................................................................................................................ 29
5.1.1 XML Sample Request - Using MessageID ............................................................................................. 29
5.1.2 XML Sample Response - MessageID in the SOAP Header ................................................................... 29

6 Refinitiv Analytics Service ............................................................................................ 30


6.1 Overview ....................................................................................................................................................... 30
6.2 Authentication/Authorization, Service Endpoint, and Required Headers ...................................................... 30
6.2.1 Authorization........................................................................................................................................... 30
6.2.2 Authentication ......................................................................................................................................... 30
6.2.3 Service Endpoint..................................................................................................................................... 30
6.2.4 Required Header .................................................................................................................................... 30
6.2.5 Analytics WSDL ...................................................................................................................................... 30
6.3 Getting Analytics (GetAnalytics_1)................................................................................................................ 31
6.3.1 XML Sample Request - Getting Analytics............................................................................................... 31
6.3.2 Description of Attributes.......................................................................................................................... 31
6.3.3 XML Sample Response - Getting Analytics............................................................................................ 32
6.3.4 XML Sample Response - Blank Response............................................................................................. 32
6.4 Getting Analytic IDs (GetAnalyticIDs_1) ....................................................................................................... 33
6.4.1 XML Sample Request - Getting Analytic ID............................................................................................ 33
6.4.2 XML Sample Response - Getting Analytics IDs ..................................................................................... 33

7 Authors Reference ......................................................................................................... 34


7.1 Overview ....................................................................................................................................................... 34
7.2 Authentication/Authorization ......................................................................................................................... 34
7.2.1 Authorization........................................................................................................................................... 34
7.2.2 Authentication ......................................................................................................................................... 34
7.2.3 Service Endpoint, Required Headers and WSDL ................................................................................... 34
7.3 Requests and Responses ............................................................................................................................. 35
7.3.1 Authors List (AuthorsList_1) ................................................................................................................... 35
7.3.2 Persons List (PersonsList_1).................................................................................................................. 36
7.3.3 Get Related Accounts (GetRelatedAccounts_1) .................................................................................... 39
7.3.4 Get Teams (GetTeams_1)...................................................................................................................... 40
7.3.5 Listing All Authors (Analysts) from Contributor (Company) .................................................................... 41
7.3.6 Requesting Active Analysts .................................................................................................................... 43

8 Charts .............................................................................................................................. 44
8.1 Overview ....................................................................................................................................................... 44
8.2 Authentication/Authorization, Service Endpoint, and Required Headers ...................................................... 44
8.2.1 Authorization........................................................................................................................................... 44
8.2.2 Authentication ......................................................................................................................................... 44
8.2.3 Service Endpoint, Required Headers and WSDL ................................................................................... 44
8.3 Understanding Charts Request..................................................................................................................... 44
8.3.1 Get Chart (GetChart_2) .......................................................................................................................... 45
8.3.2 Get Charts, chartRequest Section .......................................................................................................... 47
8.3.3 Get Charts, TimeSeries Section ............................................................................................................. 49
8.3.4 Analyses ................................................................................................................................................. 50
8.3.5 StandardTemplate .................................................................................................................................. 51
8.3.6 Scheme................................................................................................................................................... 56

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8.3.7 Retrieving 1Y Interday Stock Chart ........................................................................................................ 60


8.3.8 Retrieving 1Y Interday Stock Chart with Index Comparison................................................................... 65
8.3.9 Retrieving 1Y Interday Percent Change Stock Chart with Index Comparison........................................ 71
8.3.10 Retrieving 5 Day Intraday Dual Stock Chart with Simple Moving Average............................................. 78
8.3.11 Retrieving 1 Day Intraday Stock Chart ................................................................................................... 85
8.4 Understanding Charts Response .................................................................................................................. 91
8.5 Analyses List ................................................................................................................................................. 92
8.6 How to Build a Chart ..................................................................................................................................... 94
8.6.1 Making Chart Request ............................................................................................................................ 94
8.6.2 Customizing Chart Appearance............................................................................................................ 129
8.6.3 More Sample Requests ........................................................................................................................ 151
8.6.4 Building a Chart Based on Custom Time Series Data.......................................................................... 169

9 Fundamentals ............................................................................................................... 193


9.1 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 193
9.1.1 Authorization......................................................................................................................................... 193
9.1.2 Authentication ....................................................................................................................................... 193
9.1.3 Service Endpoint and Required Header ............................................................................................... 193
9.2 WSDL.......................................................................................................................................................... 194
9.3 Interpreting Common Fundamental Elements ............................................................................................ 194
9.3.1 companyIdType and companyId - Request Attributes.......................................................................... 194
9.3.2 CoIDs - Response Element .................................................................................................................. 195
9.3.3 Issues, Issue, and IssueID - Response Elements ................................................................................ 195
9.3.4 CoGeneralInfo Element ........................................................................................................................ 197
9.4 Get Business And Geographic Segments (GetBusinessAndGeographicSegments_1).............................. 198
9.4.1 Making a Geographic Segment Request.............................................................................................. 200
9.4.2 Making a Business Segment Request.................................................................................................. 203
9.5 Get Business Summary (GetBusinessSummary_1) ................................................................................... 206
9.5.1 XML Sample Request - Getting Business Summary ............................................................................ 206
9.5.2 XML Sample Response - Getting Business Summary ......................................................................... 208
9.6 Get Company Specific Financials (GetCompanySpecificFinancials_1) ...................................................... 210
9.6.1 XML Sample Request - Getting Company Specific Financials............................................................. 210
9.6.2 XML Sample Response - Getting Company Specific Financials .......................................................... 211
9.7 Financial Statements Concepts .................................................................................................................. 213
9.7.1 Types of Statements............................................................................................................................. 214
9.7.2 Unique Identifiers.................................................................................................................................. 214
9.7.3 Dual Listed Companies......................................................................................................................... 214
9.7.4 Primary Issue and Exchange................................................................................................................ 215
9.7.5 Periods and Filings ............................................................................................................................... 215
9.7.6 General Response Structure for All Financials..................................................................................... 216
9.7.7 Period Lengths...................................................................................................................................... 216
9.7.8 Preliminary Statements......................................................................................................................... 217
9.7.9 Complete Statements ........................................................................................................................... 217
9.7.10 Restatements/Reclassifications............................................................................................................ 217
9.7.11 Chart of Account (COA) Codes ............................................................................................................ 218
9.7.12 Mapping to STD.................................................................................................................................... 219
9.7.13 Currencies ............................................................................................................................................ 219
9.7.14 Exchange Rates ................................................................................................................................... 220
9.7.15 Units...................................................................................................................................................... 220
9.7.16 Footnote Items...................................................................................................................................... 220
9.7.17 Number of Shares................................................................................................................................. 220
9.7.18 Creating a Display ................................................................................................................................ 221
9.8 Getting Financial Statements ...................................................................................................................... 221
9.8.1 XML Sample Request - Getting a Company- Specific Statement (Annual Income Statement)............ 221
9.8.2 XML Sample Request - Getting a Company-Specific Statement (Annual Income Statement)............. 222

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9.8.3 companyIdType Attribute...................................................................................................................... 223


9.8.4 companyId Attribute.............................................................................................................................. 223
9.8.5 finStatement Attribute ........................................................................................................................... 223
9.8.6 Limiting Number of Periods Returned................................................................................................... 224
9.8.7 coaCodes Attribute ............................................................................................................................... 224
9.8.8 displayTypes Attribute .......................................................................................................................... 224
9.8.9 show* Attributes.................................................................................................................................... 224
9.8.10 updateType Attribute ............................................................................................................................ 224
9.8.11 completeStatement Attribute ................................................................................................................ 224
9.8.12 finalFiling Attribute ................................................................................................................................ 224
9.9 Interpreting Financials Responses.............................................................................................................. 224
9.9.1 Response Overview.............................................................................................................................. 225
9.9.2 CompanyInformation Element .............................................................................................................. 225
9.9.3 Issues Element ..................................................................................................................................... 227
9.9.4 StatementInfo Element ......................................................................................................................... 228
9.9.5 Availability Element............................................................................................................................... 228
9.9.6 FinancialsLayout Element..................................................................................................................... 229
9.9.7 Period Element ..................................................................................................................................... 229
9.9.8 PeriodHeader Element ......................................................................................................................... 229
9.9.9 PeriodFilings Element........................................................................................................................... 229
9.9.10 PeriodFilingHeader Element................................................................................................................. 229
9.9.11 Statement Element ............................................................................................................................... 230
9.9.12 StatementHeader Element ................................................................................................................... 231
9.9.13 FinancialValues .................................................................................................................................... 232
9.10 Company Specific Financials Responses ................................................................................................... 232
9.10.1 MapItem Element (Company-Specific) ................................................................................................. 232
9.10.2 FV Element (Company-Specific) .......................................................................................................... 233
9.11 Get Standard Financials (GetStandardFinancials_1).................................................................................. 233
9.11.1 XML Sample Request - Getting Standard Financials .......................................................................... 233
9.11.2 XML Sample Response - Getting Standard Financials ....................................................................... 234
9.12 Standardized Financials Responses........................................................................................................... 237
9.12.1 MapItem Element (Standardized) ......................................................................................................... 237
9.12.2 Obtaining a List of All COA Codes........................................................................................................ 238
9.12.3 FV Element (Standardized) .................................................................................................................. 238
9.13 Get Ratios And Statistics (GetRatiosAndStatistics_1) ................................................................................ 238
9.14 Getting a Company's Officers and Directors ............................................................................................... 241
9.14.1 Get Officers And Directors (GetOfficersAndDirectors_1) ..................................................................... 241
9.14.2 GetOfficersAndDirectors_Response_1 Element .................................................................................. 242
9.15 Getting a Company's Competitors .............................................................................................................. 249
9.15.1 Get Competitors (GetCompetitors_1) ................................................................................................... 249
9.15.2 GetCompetitors_Response_1 Element ................................................................................................ 249
9.16 Getting a List of Major Customers............................................................................................................... 252
9.16.1 Get Major Customers (GetMajorCustomers_1) .................................................................................... 252
9.16.2 GetMajorCustomers_Response_1 Element ......................................................................................... 252
9.16.3 FPHeader Element ............................................................................................................................... 253
9.16.4 CustomerDetails Element ..................................................................................................................... 253
9.17 Getting a Detailed Company Description .................................................................................................... 254
9.17.1 Get Long Company Description (GetLongCompanyDescription_1) ..................................................... 254
9.17.2 GetLongDescription_Response_1 Element.......................................................................................... 254
9.18 Getting General Company Information ....................................................................................................... 255
9.18.1 Get General Information (GetGeneralInformation_1) ........................................................................... 255
9.18.2 GetGeneralInformation_Response_1 elements ................................................................................... 257
9.19 Get Industry Aggregate (GetIndustryAggregate_1) .................................................................................... 269
9.20 Getting Company Reference Information.................................................................................................... 272
9.20.1 Get Fundamentals Reference Info (GetFundamentalsReferenceInfo_1) ............................................. 272

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9.20.2 ReferenceInformation Element ............................................................................................................. 275


9.20.3 Company Xref's .................................................................................................................................... 275
9.20.4 Company Status ................................................................................................................................... 276
9.20.5 Company Updates ................................................................................................................................ 277
9.20.6 Currencies ............................................................................................................................................ 277
9.20.7 Industry Classification........................................................................................................................... 277
9.20.8 Issue Information .................................................................................................................................. 278
9.20.9 Issue Xref.............................................................................................................................................. 279
9.20.10 Issue Status .......................................................................................................................................... 280
9.20.11 Issue Specific........................................................................................................................................ 280
9.21 Getting a List of Industries, Sectors, and Indexes (Aggregates) ................................................................. 281
9.21.1 Get Fundamentals Reference Lists (GetFundamentalsReferenceLists_1) .......................................... 282
9.22 Industry Classification Schema (ICS).......................................................................................................... 285
9.22.1 Overview............................................................................................................................................... 285
9.22.2 ICS Requests........................................................................................................................................ 286
9.23 Fundamental Reports.................................................................................................................................. 291
9.23.1 Get Ratios Reports (GetRatiosReports_1) ........................................................................................... 292
9.23.2 Get Financial Statements Reports (GetFinancialStatementsReports_1) ............................................. 297
9.23.3 Get Snapshot Reports (GetSnapshotReports_1) ................................................................................. 302
9.23.4 Get Fundamentals Report (GetFundamentalReports_1)...................................................................... 309
9.24 Get TRBC Schema Full Hierarchy (Get RBCSchemaFullHierarchy_1) ...................................................... 317
9.25 Get Short Interest (GetShortInterest_1) ...................................................................................................... 320
9.25.1 XML Sample Request - Get Short Interest ........................................................................................... 320
9.25.2 JSON Sample Request - Get Short Interest ......................................................................................... 320
9.25.3 XML Sample Response - Getting Short Interest................................................................................... 320
9.25.4 JSON Sample Response- Getting Short Interest ................................................................................. 321

10 Lipper Asset Views ...................................................................................................... 324


10.1 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 324
10.1.1 Authorization......................................................................................................................................... 324
10.1.2 Authentication ....................................................................................................................................... 324
10.1.3 Service Endpoint................................................................................................................................... 324
10.1.4 Required Header .................................................................................................................................. 324
10.2 WSDL.......................................................................................................................................................... 324
10.3 Get Asset Holdings (GetAssetHoldings_1) ................................................................................................. 325
10.4 Get Asset Overview (GetAssetOverview_1) ............................................................................................... 328
10.5 Get Asset Quantitative Analysis (GetAssetQuantitativeAnalysis_2) ........................................................... 335

11 Lipper Details ............................................................................................................... 339


11.1 Lipper Holdings ........................................................................................................................................... 339
11.1.1 Authentication/Authorization, Service Endpoint, and Required Headers.............................................. 339
11.1.2 WSDL ................................................................................................................................................... 340
11.1.3 Get Collected Allocations (GetCollectedAllocations_2) ........................................................................ 340
11.1.4 Get Collected Allocations IM (GetCollectedAllocationsIM_1) ............................................................... 343
11.2 Lipper Time Series ...................................................................................................................................... 346
11.2.1 Authentication/Authorization, Service Endpoint, and Required Headers.............................................. 346
11.2.2 WSDL ................................................................................................................................................... 346
11.2.3 Get Price (GetPrice_1) ......................................................................................................................... 347
11.2.4 Get Price IM (GetPriceIM_1) ................................................................................................................ 350
11.2.5 Get Prices (GetPrices_1)...................................................................................................................... 352
11.2.6 Get Prices IM (GetPricesIM_1)............................................................................................................. 356
11.3 Lipper Calculations...................................................................................................................................... 360
11.3.1 Authentication/Authorization, Service Endpoint, and Required Headers.............................................. 360
11.3.2 WSDL ................................................................................................................................................... 360
11.3.3 Get Best Worst Performance (GetBestWorstPerformance_1) ............................................................. 361

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11.3.4 Get Rolling Performance (GetRollingPerformance_1).......................................................................... 363


11.3.5 Get Rolling Performance IM (GetRollingPerformanceIM_1)................................................................. 366
11.3.6 Get Stored Performance By Calculations Filter (GetStoredPerformanceByCalculationsFilter_1)........ 368
11.3.7 Get Stored Performance Calculation (GetStoredPerformanceCalculation_1)...................................... 370
11.3.8 Get Stored Performance Calculations (GetStoredPerformanceCalculations_1) .................................. 373
11.4 Lipper Fundamentals .................................................................................................................................. 376
11.4.1 Authentication/Authorization, Service Endpoint, and Required Headers.............................................. 376
11.4.2 WSDL ................................................................................................................................................... 376
11.4.3 Get Asset Dates Advanced (GetAssetDatesAdvanced_1) ................................................................... 377
11.4.4 Get Asset Dates IM (GetAssetDatesIM_1) ........................................................................................... 379
11.4.5 Get Asset Is Primary (GetAssetIsPrimary_1) ....................................................................................... 382
11.4.6 Get Asset Japanese Name (GetAssetJapaneseName_1) ................................................................... 383
11.4.7 Get Asset Style Matrix (GetAssetStyleMatrix_1) .................................................................................. 385
11.4.8 Get Attributes (GetAttributes_1) ........................................................................................................... 387
11.4.9 Get Attributes Advanced (GetAttributesAdvanced_1) .......................................................................... 389
11.4.10 Get Attributes Basic (GetAttributesBasic_1)......................................................................................... 392
11.4.11 Get Benchmark (GetBenchmark_1) ..................................................................................................... 394
11.4.12 Get Benchmarks (GetBenchmarks_1).................................................................................................. 396
11.4.13 Get Bottom Performers (GetBottomPerformers_1) .............................................................................. 398
11.4.14 Get Bottom Performers By Classification Scheme (GetBottomPerformersByClassificationScheme_1) .....
401
11.4.15 Get Bottom Performers By LG Classification Schema (GetBottomPerformersByLGClassificationSche-
ma_1) 404
11.4.16 Get Charges (GetCharges_1)............................................................................................................... 407
11.4.17 Get Classification (GetClassification_1) ............................................................................................... 409
11.4.18 Get Classification Basic (GetClassificationBasic_1)............................................................................. 411
11.4.19 Get Classifications (GetClassifications_1)............................................................................................ 413
11.4.20 Get Cross Reference (GetCrossReference_1)..................................................................................... 415
11.4.21 Get Cross Reference Bulk (GetCrossReferenceBulk_1)...................................................................... 417
11.4.22 Get Cross Reference By Identifier Type (GetCrossReferenceByIdentifierType_2).............................. 419
11.4.23 Get Cross Reference By Identifier Type IM (GetCrossReferenceByIdentifierTypeIM_1)..................... 421
11.4.24 Get Cross Reference To Lipper Id (GetCrossReferenceToLipperId_1) ............................................... 423
11.4.25 Get Currency History (GetCurrencyHistory_1) ..................................................................................... 425
11.4.26 Get Distribution (GetDistribution_1)...................................................................................................... 427
11.4.27 Get Dividend Details (GetDividendDetails_1)....................................................................................... 429
11.4.28 Get Dividend Details Advanced (GetDividendDetailsAdvanced_1)...................................................... 432
11.4.29 Get Dividends Per Year (GetDividendsPerYear_1).............................................................................. 433
11.4.30 Get Domiciles (GetDomiciles_1)........................................................................................................... 435
11.4.31 Get EU Tax Directive (GetEUTaxDirective_1)...................................................................................... 436
11.4.32 Get Event (GetEvent_1) ....................................................................................................................... 439
11.4.33 Get Factor (GetFactor_1) ..................................................................................................................... 441
11.4.34 Get Flags (GetFlags_1) ........................................................................................................................ 442
11.4.35 Get Flags Basic (GetFlagsBasic_1)...................................................................................................... 444
11.4.36 Get Flags Advanced (GetFlagsAdvanced_1) ....................................................................................... 446
11.4.37 Get IPO Info (GetIPOInfo_1) ................................................................................................................ 448
11.4.38 Get Launch Info (GetLaunchInfo_1) ..................................................................................................... 450
11.4.39 Get Legal Structure (GetLegalStructure_1) .......................................................................................... 452
11.4.40 Get Lipper Leader Scores (GetLipperLeaderScores_1) ....................................................................... 454
11.4.41 Get Minimum Investment (GetMinimumInvestment_1) ........................................................................ 458
11.4.42 Get Newly Available Funds by RFS (GetNewlyAvailableFundsByRfs_1) ............................................ 460
11.4.43 Get Note (GetNote_1)........................................................................................................................... 462
11.4.44 Get Portfolio Asset Details IM (GetPortfolioAssetDetailsIM_1) ............................................................ 464
11.4.45 Get Portfolio Fund (GetPortfolioFund_1) .............................................................................................. 468
11.4.46 Get Registered Countries Of Sale (GetRegisteredCountriesOfSale_1) ............................................... 471
11.4.47 Get Registered Country Of Sale (GetRegisteredCountryOfSale_1)..................................................... 473

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11.4.48 Get Successor Advanced (GetSuccessorAdvanced_1) ....................................................................... 475


11.4.49 Get Successor IM (GetSuccessorIM_1) ............................................................................................... 477
11.4.50 Get Support Company (GetSupportCompany_1)................................................................................. 479
11.4.51 Get Top Performers (GetTopPerformers_1)......................................................................................... 481
11.4.52 Get Top Performers By Classification Scheme (GetTopPerformersByClassificationScheme_1)......... 484
11.4.53 Get Top Performers By LG Classification Schema (GetTopPerformersByLGClassificationSchema_1) .....
488
11.4.54 Get Total Net Asset By Period Advanced (GetTotalNetAssetByPeriodAdvanced_1) .......................... 490
11.4.55 Get Total Net Asset By Period Basic (GetTotalNetAssetByPeriodBasic_1)......................................... 492
11.5 Lipper Data Enumerations .......................................................................................................................... 494
11.5.1 Allocation Enumeration......................................................................................................................... 495
11.5.2 Countries Enumeration ......................................................................................................................... 495
11.5.3 Currency Code Enumeration ................................................................................................................ 500
11.5.4 Universe Enumeration .......................................................................................................................... 507
11.5.5 Calculation TypeId Enumeration........................................................................................................... 508
11.5.6 Classification Scheme Enumeration ..................................................................................................... 511
11.5.7 LG Classification Scheme Enumeration ............................................................................................... 513

12 Lipper Overview ........................................................................................................... 514


12.1 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 514
12.1.1 Authorization......................................................................................................................................... 514
12.1.2 Authentication ....................................................................................................................................... 514
12.1.3 Service Endpoint................................................................................................................................... 514
12.1.4 Required Header .................................................................................................................................. 514
12.2 WSDL.......................................................................................................................................................... 515
12.3 Get Asset Details Analysis SP (GetAssetDetailsAnalysisSP_1) ................................................................. 515
12.4 Get Asset Details Attributes (GetAssetDetailsAttributes_1) ........................................................................ 518
12.5 Get Asset Details Financial Advanced (GetAssetDetailsFinancialAdvanced_1) ........................................ 521
12.6 Get Asset Details Financial Basic (GetAssetDetailsFinancialBasic_1) ....................................................... 525
12.7 Get Asset Details Overview Basic (GetAssetDetailsOverviewBasic_1)...................................................... 530
12.8 Get Asset Details Prices Basic (GetAssetDetailsPricesBasic_1)................................................................ 537
12.9 Get Asset Details Ratings (GetAssetDetailsRatings_1) .............................................................................. 540

13 News .............................................................................................................................. 545


13.1 Overview ..................................................................................................................................................... 545
13.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 545
13.2.1 Authorization......................................................................................................................................... 545
13.2.2 Authentication ....................................................................................................................................... 545
13.2.3 Service Endpoints, Required Headers and WSDL ............................................................................... 545
13.3 Requests and Responses ........................................................................................................................... 545
13.3.1 Retrieve Headlines (RetrieveHeadlineML_Request_1) ........................................................................ 545
13.3.2 Retrieve Story (RetrieveStoryML_Request_1) ..................................................................................... 554
13.3.3 Retrieve News (RetrieveNewsML_Request_1) .................................................................................... 559
13.3.4 Get News Topics (GetTopics_Request_1) ........................................................................................... 563
13.3.5 Classes for Metadata Search on News ................................................................................................ 566
13.3.6 Origin Tags ........................................................................................................................................... 567
13.3.7 Special Characters in Refinitiv News.................................................................................................... 568
13.3.8 Getting Alerts ........................................................................................................................................ 569
13.3.9 Getting Alerts in Japanese.................................................................................................................... 569

14 Online Reports ............................................................................................................. 571


14.1 Overview ..................................................................................................................................................... 571
14.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 571
14.2.1 Authorization......................................................................................................................................... 571

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14.2.2 Authentication ....................................................................................................................................... 571


14.2.3 Service Endpoint, Required Headers and WSDL ................................................................................. 571
14.3 Requests and Responses ........................................................................................................................... 572
14.3.1 Get Summary by Topic (GetSummaryByTopic_1) ............................................................................... 572
14.3.2 Get Summary by Stories (GetSummaryByStories_1)........................................................................... 575
14.3.3 Get Headlines (GetHeadlines_Request_2) .......................................................................................... 579
14.3.4 Get Topics (GetTopics_Request_2) ..................................................................................................... 581
14.3.5 Retrieving Images Associated with Online Reports.............................................................................. 582
14.3.6 Retrieving only Relevant Stories with GetSummaryByTopic_1 ............................................................ 585

15 Ownership..................................................................................................................... 586
15.1 Overview ..................................................................................................................................................... 586
15.2 Authentication/Authorization ....................................................................................................................... 586
15.2.1 Authorization......................................................................................................................................... 586
15.2.2 Authentication ....................................................................................................................................... 586
15.2.3 Service Endpoint, Required Headers and WSDL ................................................................................. 586
15.3 Requests and Responses ........................................................................................................................... 587
15.3.1 Get Ownership Summary (GetOwnershipSummary_1)........................................................................ 587
15.3.2 Get Shareholders Report (GetShareholdersReport_1) ........................................................................ 605
15.3.3 Get Insiders Report (GetInsidersReport_1) .......................................................................................... 618
15.3.4 Get Insider Transactions (GetInsiderTransactions_1) .......................................................................... 630
15.3.5 Get Investor Holdings (GetInvestorHoldings_1) ................................................................................... 640

16 Quotes ........................................................................................................................... 646


16.1 Overview ..................................................................................................................................................... 646
16.2 Quote Performance..................................................................................................................................... 646
16.2.1 How to make a request?....................................................................................................................... 646
16.2.2 How to determine which fields to display?............................................................................................ 647
16.3 Conflation .................................................................................................................................................... 649
16.4 Delayed Response...................................................................................................................................... 649
16.5 Quote Data.................................................................................................................................................. 651
16.6 Quote Chain Data ....................................................................................................................................... 651
16.7 Company Background Information.............................................................................................................. 651
16.8 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 652
16.8.1 Authorization......................................................................................................................................... 652
16.8.2 Authentication ....................................................................................................................................... 652
16.8.3 Service Endpoint, Required Headers and WSDL ................................................................................. 652
16.9 Requests and Responses ........................................................................................................................... 653
16.9.1 Retrieving Quotes (RetrieveItem_Request_3)...................................................................................... 653
16.9.2 Get Quote Request with Multiple Instruments ...................................................................................... 657
16.9.3 Get Quote Request with Fields specified.............................................................................................. 659
16.9.4 Get Quote Request with Multiple ItemRequest..................................................................................... 661
16.9.5 Retrieving Quote Chain ........................................................................................................................ 662
16.9.6 Recommended Parameters for Retrieving Quote Chain ...................................................................... 667

17 Time Series ................................................................................................................... 673


17.1 Overview ..................................................................................................................................................... 673
17.2 Authorization, Service Endpoint, and Required Headers ............................................................................ 673
17.2.1 Authorization......................................................................................................................................... 673
17.2.2 Authentication ....................................................................................................................................... 673
17.2.3 Service Endpoint, Required Headers and WSDL ................................................................................. 673
17.3 Requests and Responses ........................................................................................................................... 674
17.3.1 Retrieving Interday Data - Daily, Weekly, Monthly, Quarterly, and Annual .......................................... 674
17.3.2 Retrieving Intraday Data ....................................................................................................................... 681

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17.3.3 Get Exchange Data (GetExchangeData_1).......................................................................................... 689


17.3.4 Get Timezone List (GetTimezoneList_1) .............................................................................................. 692
17.3.5 Get Time and Sales Data (GetTimeSandSales_1)............................................................................... 695

18 Lipper Search ............................................................................................................... 702


18.1 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 702
18.1.1 Authorization......................................................................................................................................... 702
18.1.2 Authentication ....................................................................................................................................... 702
18.1.3 Service Endpoint................................................................................................................................... 702
18.1.4 Required Header .................................................................................................................................. 702
18.2 WSDL.......................................................................................................................................................... 703
18.3 Get Classes by Class Scheme (GetClassesbyClassScheme_1)................................................................ 703
18.4 Get Class Scheme Search (GetClassSchemeSearch_1) ........................................................................... 704
18.5 Get Class Scheme Search By RFS (GetClassSchemeSearchByRFS_1) .................................................. 707
18.6 Get Cross Reference Search (GetCrossReferenceSearch_1) ................................................................... 710
18.7 Get Cross Reference Search By Universe (GetCrossReferenceSearchByUniverse_1)............................. 712
18.8 Get Fund Name Search Max Records (GetFundNameSearchMaxRecords_1) ......................................... 715
18.9 Get Fund Name Search Max Records By Universe (GetFundNameSearchMaxRecordsByUniverse_1)... 717
18.10 Get Fund Name Search Paging (GetFundNameSearchPaging_1) ............................................................ 719
18.11 Get Fund Name Search Pagination By RFS (GetFundNameSearchPaginationByRFS_1) ........................ 721
18.12 Get Legal Structure Search (GetLegalStructureSearch_1)......................................................................... 724
18.13 Get Lipper Leader Score Search (GetLipperLeaderScoreSearch_1) ......................................................... 727
18.14 Get Search Keyword By Asset Type (GetSearchKeywordByAssetType_1) ............................................... 731

19 Lipper Utilities .............................................................................................................. 734


19.1 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 734
19.1.1 Authorization ........................................................................................................................................ 734
19.1.2 Authentication ....................................................................................................................................... 734
19.1.3 Service Endpoint................................................................................................................................... 734
19.1.4 Required Header .................................................................................................................................. 734
19.2 WSDL.......................................................................................................................................................... 735
19.3 Get Benchmarks (GetBenchmarks_1) ........................................................................................................ 735
19.4 Get Class Schemes (GetClassSchemes_1) ............................................................................................... 737
19.5 Get Class Scheme Details (GetClassSchemeDetails_1) ............................................................................ 739
19.6 Get Country List (GetCountryList_1)........................................................................................................... 741
19.7 Get Cross Reference Codes (GetCrossReferenceCodes_1) ..................................................................... 744
19.8 Get Currency List (GetCurrencyList_1)....................................................................................................... 745
19.9 Get Domiciles (GetDomiciles_1) ................................................................................................................. 748
19.10 Get EU Tax Directive (GetEUTaxDirective_1) ............................................................................................ 749
19.11 Get Flag Groups (GetFlagGroups_1).......................................................................................................... 752
19.12 Get Languages (GetLanguages_1)............................................................................................................. 754
19.13 Get Lipper Leader Score Dates (GetLipperLeaderScoreDates_1) ............................................................. 756
19.14 Get Price Estimation (GetPriceEstimation_1) ............................................................................................. 757
19.15 Get Risk Free Index (GetRiskFreeIndex_1) ................................................................................................ 760
19.16 Get Technical Indicators (GetTechnicalIndicators_1) ................................................................................. 762
19.17 Get Universes (GetUniverses_1) ................................................................................................................ 764

20 Refinitiv Search ............................................................................................................ 767


20.1 Overview ..................................................................................................................................................... 767
20.2 Authentication and Authorization ................................................................................................................ 768
20.2.1 Authorization......................................................................................................................................... 768
20.2.2 Authentication ....................................................................................................................................... 768
20.3 Common Elements...................................................................................................................................... 768
20.3.1 Query Header ....................................................................................................................................... 770

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20.3.2 Query .................................................................................................................................................... 771


20.3.3 Filter...................................................................................................................................................... 774
20.3.4 Searchable Field Types ........................................................................................................................ 776
20.4 Refinitiv Search Requests and Responses................................................................................................. 777
20.4.1 Search All (GetSearchall_Request_1).................................................................................................. 777
20.4.2 Organization (GetOrganisation_1)........................................................................................................ 795
20.4.3 Commodity Quote (GetCommodityQuote_1)........................................................................................ 800
20.4.4 Derivative Instruments (GetDerivativeInst_1) ....................................................................................... 807
20.4.5 Derivative Quote (GetDerivativeQuote_1) ............................................................................................ 810
20.4.6 Equity Quote (GetEquityQuote_1) ........................................................................................................ 814
20.4.7 Fund Quote (GetFundQuote_1)............................................................................................................ 843
20.4.8 Government and Corporate Bond Instruments (GetGovCorpInst_1) ................................................... 846
20.4.9 Index Instruments (GetIndexInst_1) ..................................................................................................... 849
20.4.10 Index Quote (GetIndexQuote_1) .......................................................................................................... 851
20.5 Understanding the Refinitiv Search Response ........................................................................................... 854
20.5.1 Result Header....................................................................................................................................... 854
20.5.2 Navigator List........................................................................................................................................ 855
20.5.3 Result.................................................................................................................................................... 856

21 Top News & Breaking Views ....................................................................................... 858


21.1 Overview ..................................................................................................................................................... 858
21.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 858
21.2.1 Authorization......................................................................................................................................... 858
21.2.2 Authentication ....................................................................................................................................... 858
21.2.3 Service Endpoint, Required Headers, and WSDL ................................................................................ 858
21.3 Requests and Responses ........................................................................................................................... 859
21.3.1 Get News Story (GetNewsStory_1) ...................................................................................................... 859
21.3.2 Get Top News Columns (GetTopNewsColumns_1) ............................................................................. 863
21.3.3 Retrieve Top News By ColumnID(RetrieveTopNewsByColumnID_1).................................................. 865
21.3.4 Get Top News Entitled Columns(GetTopNewsEntitledColumns_2) ..................................................... 872
21.3.5 Retrieving Images Associated with Top News Stories ......................................................................... 874

22 Document Retrieval ..................................................................................................... 878


22.1 Authentication and Authorization ................................................................................................................ 878
22.1.1 Authorization......................................................................................................................................... 878
22.1.2 Authentication ....................................................................................................................................... 878
22.2 Identifying the User in Each Request .......................................................................................................... 878
22.2.1 Generating the User Authorization Token ............................................................................................ 878
22.2.2 Setting the User Authorization Token ................................................................................................... 879
22.3 Requests and Responses ........................................................................................................................... 880
22.3.1 Retrieving Documents on Behalf of Another User ................................................................................ 880
22.3.2 Retrieving Documents (DocumentRetrieval_1) .................................................................................... 882
22.3.3 Retrieving Document by Document ID ................................................................................................. 882
22.3.4 Retrieving Document by Contributor ID and Contributor Document ID ................................................ 884
22.3.5 Retrieving Document Thumbnails (GetThumbs_1) .............................................................................. 885
22.4 Error Handling ............................................................................................................................................. 886
22.4.1 Redirection for Expired or Invalid Authorization (Optional)................................................................... 886
22.5 Handling Negative Values........................................................................................................................... 887
22.5.1 Five Example Requests and Responses.............................................................................................. 887

23 Document Search......................................................................................................... 890


23.1 Authentication/Authorization, Service Endpoint, Required Headers and WSDL......................................... 890
23.1.1 Authorization......................................................................................................................................... 890
23.1.2 Authentication ....................................................................................................................................... 890

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23.1.3 Service Endpoint, Required Headers and WSDL ................................................................................. 890


23.2 Understanding Basic Query and Response ................................................................................................ 891
23.2.1 Performing a Simple Query .................................................................................................................. 891
23.2.2 Using Other Date Ranges..................................................................................................................... 892
23.2.3 Interpreting the Document Search Response....................................................................................... 892
23.2.4 Understanding Document Dates and Ordering..................................................................................... 895
23.3 Samples of Document Search Requests .................................................................................................... 895
23.3.1 Document IDs (DocIDs_1).................................................................................................................... 896
23.3.2 Document Information (DocInfo_1)....................................................................................................... 897
23.3.3 Documents Count (DocCount_1).......................................................................................................... 902
23.3.4 Documents Search (DocSearch_1) ...................................................................................................... 903
23.3.5 Documents Summary (DocSummary_1) .............................................................................................. 910
23.3.6 Fts Document IDs (FtsDocIDs_1)......................................................................................................... 911
23.3.7 Fts Documents Count (FtsDocCount_1)............................................................................................... 913
23.3.8 Fts Documents Search (FtsDocSearch_1) ........................................................................................... 914
23.3.9 Batch Request (Batch_1)...................................................................................................................... 920
23.3.10 Search Keyword (DocSearchKeyword_1) ............................................................................................ 924
23.3.11 Table of Contents (DocTableOfContents_1) ........................................................................................ 927
23.3.12 Get Snapshot Table of Contents (GetSnapshotTOC_1) ...................................................................... 931
23.3.13 Get Fts Document Portfolio Summary (FtsDocPortfolioSummary_1)................................................... 933
23.3.14 Get Document Portfolio Summary (DocPortfolioSummary_1).............................................................. 935
23.3.15 DocSearch_1 Request Parameters ...................................................................................................... 937
23.3.16 Searching for Documents from Particular Contributors ........................................................................ 940
23.3.17 Searching by Tickers ............................................................................................................................ 947
23.3.18 Using the RIC Resolution Feature ........................................................................................................ 948
23.3.19 Complex Keyword Searches ................................................................................................................ 950
23.3.20 Searching by Analyst, Industry, Language, and other Criteria ............................................................. 952
23.3.21 Searching by Additional Contributor Specific Data ............................................................................... 956
23.3.22 Including the Undiscounted Document Price in the Metadata .............................................................. 957
23.3.23 Including the Document Synopsis in the Result Set ............................................................................. 959
23.3.24 Query Optimization ............................................................................................................................... 959
23.3.25 Making a Request with Paging ............................................................................................................. 963
23.3.26 Calculating Number of Seconds ........................................................................................................... 964
23.3.27 Searching for Industry Reports ............................................................................................................. 965
23.3.28 Some Words about Document Search Criteria..................................................................................... 966
23.3.29 Handling Negative Document Price Values.......................................................................................... 967

24 Estimates IBES ............................................................................................................. 974


24.1 Overview ..................................................................................................................................................... 974
24.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................... 974
24.2.1 Authorization......................................................................................................................................... 974
24.2.2 Authentication ....................................................................................................................................... 974
24.2.3 Service Endpoint, Required Headers, and WSDL ................................................................................ 974
24.3 Requests and Responses ........................................................................................................................... 975
24.3.1 Get Estimate Coverage (GetEstimateCoverage_1).............................................................................. 975
24.3.2 Get Estimate Detail (GetEstimateDetail_1) .......................................................................................... 979
24.3.3 Get Estimate Measures (GetEstimateMeasures_1) ............................................................................. 989
24.3.4 Get Estimate Summaries (GetEstimateSummaries_1) ........................................................................ 994
24.3.5 Get Estimate Summaries By Report Date (GetEstimateSummariesByReportDate_1) ...................... 1003
24.3.6 Get Estimate Details By Analyst (GetEstimateDetailsByAnalyst_1)................................................... 1013
24.3.7 Get Long Term Growth Estimate Detail (GetLongTermGrowthEstimateDetail_1) ............................. 1026
24.3.8 Get Long Term Growth Estimate Summaries (GetLongTermGrowthEstimateSummaries_1) ........... 1032
24.3.9 Get Recommendation Detail (GetRecommendationDetail_1) ............................................................ 1039
24.3.10 Get Recommendation Summaries (GetRecommendationSummaries_1) .......................................... 1044

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25 People Search ............................................................................................................ 1049


25.1 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1049
25.1.1 Authorization....................................................................................................................................... 1049
25.1.2 Authentication ..................................................................................................................................... 1049
25.1.3 Service Endpoint, Required Headers, and WSDL .............................................................................. 1049
25.2 Requests and Responses ......................................................................................................................... 1049
25.2.1 Get Detail (GetDetail_1) ..................................................................................................................... 1049
25.2.2 Understanding GetDetail_1 Response ............................................................................................... 1053
25.2.3 Get Person Relationships (GetPersonRelationships_1)..................................................................... 1058
25.2.4 Get Relational Path (GetRelationalPath_1) ........................................................................................ 1061
25.2.5 Get Search (GetSearch_1) ................................................................................................................. 1065

26 Significant Developments ......................................................................................... 1068


26.1 Authentication/Authorization, Service Endpoint, Required Headers, and WSDL...................................... 1068
26.1.1 Authorization....................................................................................................................................... 1068
26.1.2 Authentication ..................................................................................................................................... 1068
26.1.3 Service Endpoint, Required Headers, and WSDL .............................................................................. 1068
26.2 Significant Developments Requests ......................................................................................................... 1068
26.2.1 FindRequest ....................................................................................................................................... 1069
26.2.2 FindByIDRequest................................................................................................................................ 1071
26.2.3 FindRequestByFrontPage .................................................................................................................. 1071
26.2.4 Company Requests ............................................................................................................................ 1072
26.2.5 Multiple Company Request................................................................................................................. 1073
26.2.6 Period Specific Requests.................................................................................................................... 1073
26.2.7 Significance Level Requests............................................................................................................... 1074
26.2.8 Specifying the Number of Developments ........................................................................................... 1075
26.2.9 Topic Code Requests ......................................................................................................................... 1076
26.2.10 Front Page Requests.......................................................................................................................... 1076
26.2.11 Development ID Requests.................................................................................................................. 1077
26.2.12 Understanding the Significant Development Response ..................................................................... 1078
26.3 Handling Dual-listed Companies............................................................................................................... 1081
26.4 Topics and Descriptions............................................................................................................................ 1081

27 Street Events .............................................................................................................. 1085


27.1 Authentication/Authorization, Service Endpoint, Required Headers, and WSDL...................................... 1085
27.1.1 Authorization....................................................................................................................................... 1085
27.1.2 Authentication ..................................................................................................................................... 1085
27.1.3 Service Endpoint, Required Headers, and WSDL .............................................................................. 1085
27.2 Requests and Responses ......................................................................................................................... 1086
27.2.1 Get Document (GetDocument_1) ....................................................................................................... 1086
27.2.2 Get Economic Headlines (GetEconomicHeadlines_1) ....................................................................... 1089
27.2.3 Get Economic Headlines Overview (GetEconomicHeadlinesOverview_1) ........................................ 1093
27.2.4 Get Event (GetEvent_1) ..................................................................................................................... 1097
27.2.5 Get Event Summary (GetEventSummary_1)...................................................................................... 1101
27.2.6 Get Event Headlines (GetEventHeadlines_1) .................................................................................... 1104
27.2.7 Get Event Headlines Overview (GetEventHeadlinesOverview_1) ..................................................... 1111
27.2.8 Get MetaData Lists (GetMetaDataLists_1)......................................................................................... 1117
27.3 StreetEvents Data Type Reference .......................................................................................................... 1120
27.3.1 Request Data Types ........................................................................................................................... 1120
27.3.2 Response Data Types ........................................................................................................................ 1124

28 Entitlements Administration ..................................................................................... 1135


28.1 Authentication/Authorization, Service Endpoint, Required Headers and WSDL....................................... 1135
28.1.1 Authorization....................................................................................................................................... 1135

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28.1.2 Authentication ..................................................................................................................................... 1135


28.1.3 Service Endpoint, Required Headers, and WSDL .............................................................................. 1136
28.2 Requests and Responses ......................................................................................................................... 1136
28.2.1 Create Entitlement (CreateEntitlement_1).......................................................................................... 1136
28.2.2 Get Entitlement (GetEntitlement_1).................................................................................................... 1138
28.2.3 Get User Group Template (GetUserGroupTemplate_1)..................................................................... 1141
28.2.4 Remove Entitlement (RemoveEntitlement_1)..................................................................................... 1142
28.2.5 User Group From Template (UserGroupFromTemplate_1) ............................................................... 1144
28.2.6 Remove ROS Entitlement (RemoveROSEntitlements_1) .................................................................. 1145
28.2.7 Set User Group Membership (SetUserGroupMembership_1)............................................................ 1146
28.2.8 Get User Group Membership (GetUserGroupMembership_1) ........................................................... 1148
28.2.9 Remove User Group Membership (RemoveUserGroupMembership_1)............................................ 1150
28.2.10 Get User Group (GetUserGroup_1).................................................................................................... 1151

29 Entitlement Requests ................................................................................................ 1153


29.1 Overview ................................................................................................................................................... 1153
29.2 Authentication/Authorization, Service Endpoint, and Required Headers and WSDL................................ 1153
29.2.1 Authorization....................................................................................................................................... 1153
29.2.2 Authentication ..................................................................................................................................... 1153
29.2.3 Service Endpoint, and Required Headers and WSDL ........................................................................ 1154
29.3 Requests and Responses ......................................................................................................................... 1154
29.3.1 Create Entitlement Request (CreateEntitlementRequest_1) .............................................................. 1154
29.3.2 Get Contributor List (GetContributorList_1) ........................................................................................ 1155
29.3.3 Get Entitlement Request List (GetEntitlementRequestList_1)............................................................ 1158
29.3.4 Get Last Client Contact (GetLastClientContact_1) ............................................................................. 1161
29.3.5 How Does Get Contributor List Operation Work................................................................................. 1162
29.3.6 Rules for Retrieving Contributors........................................................................................................ 1163
29.3.7 Possible Policy Values........................................................................................................................ 1163
29.3.8 Why Users Cannot Get Document from the Contributors They Are Entitled to .................................. 1164
29.3.9 Why Users Cannot Access the Document Their Colleagues Have Access to ................................... 1164
29.3.10 Why Is Get Contributor List Operation Often Confused with Get Information Operation from the Reference
Information service 1164
29.3.11 Creation of Temporary Entitlements Table ......................................................................................... 1165
29.3.12 Handling Error Codes ......................................................................................................................... 1165

30 Broker Entitlements Management ............................................................................ 1166


30.1 Overview ................................................................................................................................................... 1166
30.2 Requests and Responses ......................................................................................................................... 1167
30.2.1 Get Broker Companies Entitlements (GetBrokerCompaniesEntitlements_1)..................................... 1167
30.2.2 Get Broker Countries (GetBrokerCountries_1)................................................................................... 1171
30.2.3 Get Broker Entitlements Requests (GetBrokerEntitlementsRequests_1)........................................... 1172
30.2.4 Get Broker Users Entitlements (GetBrokerUsersEntitlements_1) ...................................................... 1177
30.2.5 Set Broker Entitlements (SetBrokerEntitlements_1)........................................................................... 1183
30.2.6 Set Broker Entitlements Requests Status (SetBrokerEntitlementsRequestsStatus_1) ...................... 1185

31 Viewer Entitlements Management ............................................................................ 1187


31.1 Overview ................................................................................................................................................... 1187
31.2 Requests and Responses ......................................................................................................................... 1187
31.2.1 Create Viewer Entitlements Requests (CreateViewerEntitlementsRequests_1)................................ 1187
31.2.2 Get Viewer Contributors (Get Viewer Contributors_1)........................................................................ 1189
31.2.3 XML Sample Response – Retrieving Viewer Contributors List........................................................... 1189
31.2.4 Get Viewer Entitlements Requests (Get Viewer Entitlements Requests_1)....................................... 1190
31.2.5 Resubmit Viewer Entitlements Requests (Resubmit Viewer Entitlements Requests_1) .................... 1194

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32 Estimates .................................................................................................................... 1197


32.1 Overview ................................................................................................................................................... 1197
32.2 Authentication/Authorization, Service Endpoint, Required Headers and WSDL....................................... 1197
32.2.1 Authorization....................................................................................................................................... 1197
32.2.2 Authentication ..................................................................................................................................... 1197
32.2.3 Service Endpoint, Required Headers and WSDL ............................................................................... 1198
32.3 General Product Information ..................................................................................................................... 1198
32.3.1 Date and Time Standards................................................................................................................... 1198
32.3.2 Definition of a Company in Refinitiv Estimates ................................................................................... 1198
32.3.3 Consensus Currency .......................................................................................................................... 1199
32.3.4 Adjustments for Capital Changes ....................................................................................................... 1199
32.3.5 Unit Sizes............................................................................................................................................ 1199
32.3.6 Periods................................................................................................................................................ 1199
32.3.7 Consensus Methodology .................................................................................................................... 1200
32.3.8 Supplemental Recommendations....................................................................................................... 1201
32.3.9 Expected Announcement Dates ......................................................................................................... 1201
32.4 Company Section – Supplemental Information ......................................................................................... 1201
32.4.1 Primary Consensus Type ................................................................................................................... 1201
32.4.2 Primary Estimate Type ....................................................................................................................... 1201
32.4.3 Primary Earnings Type ....................................................................................................................... 1201
32.4.4 Primary Periodicity Type..................................................................................................................... 1202
32.4.5 The Current Fiscal Year...................................................................................................................... 1202
32.5 Understanding Refinitiv Estimates Requests ............................................................................................ 1202
32.5.1 Refinitiv Estimates Request Overview................................................................................................ 1202
32.5.2 Get Reference Information (GetReferenceInformation_1).................................................................. 1207
32.5.3 Get Security Information (GetSecurityInformation_1)......................................................................... 1208
32.5.4 Get Meta Information (GetMetaInformation_1)................................................................................... 1209
32.5.5 Get Broker Coverage Information (GetBrokerCoverageInformation_1) ............................................. 1210
32.5.6 Get Consensus (GetConsensus_1).................................................................................................... 1211
32.5.7 Get Detailed (GetDetailed_1) ............................................................................................................. 1213
32.6 Understanding Refinitiv Estimates Responses ......................................................................................... 1214
32.6.1 Refinitiv Estimates Responses Overview ........................................................................................... 1214
32.6.2 Reference Information Section ........................................................................................................... 1222
32.6.3 Company Information ......................................................................................................................... 1224
32.6.4 Issue Information ................................................................................................................................ 1226
32.6.5 Security Information Section............................................................................................................... 1228
32.6.6 META Information Section.................................................................................................................. 1230
32.6.7 Broker Coverage Information Section................................................................................................. 1234
32.6.8 Consensus Information Section.......................................................................................................... 1235
32.6.9 Detailed Information Section............................................................................................................... 1240

33 Reference Information ............................................................................................... 1248


33.1 Overview ................................................................................................................................................... 1248
33.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1248
33.2.1 Authorization....................................................................................................................................... 1248
33.2.2 Authentication ..................................................................................................................................... 1248
33.2.3 Service Endpoint................................................................................................................................. 1248
33.2.4 Required Header ................................................................................................................................ 1248
33.3 WSDL........................................................................................................................................................ 1249
33.4 Understanding Reference Information Request........................................................................................ 1249
33.4.1 Understanding Refinitiv Knowledge Direct API Codes ....................................................................... 1250
33.4.2 Countries ............................................................................................................................................ 1252
33.4.3 Currencies .......................................................................................................................................... 1253
33.4.4 Industries ............................................................................................................................................ 1254
33.4.5 Regions............................................................................................................................................... 1255

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33.4.6 Categories .......................................................................................................................................... 1256


33.4.7 Contributors ........................................................................................................................................ 1257
33.4.8 Languages .......................................................................................................................................... 1258
33.4.9 Subjects .............................................................................................................................................. 1259
33.4.10 Type of Analysis (Disciplines)............................................................................................................. 1260
33.4.11 Research Categories (Report Styles) ................................................................................................. 1261
33.4.12 Research Subjects.............................................................................................................................. 1262
33.4.13 Research Purpose (Reasons) ............................................................................................................ 1263
33.5 Get Information (GetInfo_1) ...................................................................................................................... 1264
33.6 Get Information, Extended (GetInfoEx_1) ................................................................................................. 1265
33.7 Get Information from UID (GetInfoFromUid_1) ......................................................................................... 1268
33.7.1 XML Sample Request - Get Information from UID ............................................................................. 1268
33.7.2 XML Sample Response - Get Information from UID........................................................................... 1269
33.8 Get Information from UID, Extended (GetInfoFromUidEx_1).................................................................... 1270
33.8.1 XML Sample Request - Get Information from UID, Extended ............................................................ 1270
33.8.2 XML Sample Response - Get Information from UID, Extended ......................................................... 1271
33.9 Get Intelligent Categorization Information (IcatGetInfo_1)........................................................................ 1272
33.9.1 XML Sample Request - Get Intelligent Categorization Information .................................................... 1272
33.9.2 XML Sample Response - Get Intelligent Categorization Information ................................................. 1272

34 Research On Demand ................................................................................................ 1274


34.1 Overview ................................................................................................................................................... 1274
34.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1274
34.2.1 Authorization....................................................................................................................................... 1274
34.2.2 Authentication ..................................................................................................................................... 1274
34.2.3 Service Endpoint................................................................................................................................. 1274
34.2.4 Required Header ................................................................................................................................ 1274
34.3 WSDL........................................................................................................................................................ 1275
34.4 Calculate Document Price (CalculateDocPrice_1).................................................................................... 1275
34.4.1 XML Sample Request - Calculating Document Price ......................................................................... 1275
34.4.2 XML Sample Response - Calculating Document Price ...................................................................... 1276
34.4.3 XML Sample Response ..................................................................................................................... 1277
34.4.4 XML Sample Response - SOAP Fault Example................................................................................. 1277
34.5 Get Price per Page (GetPricePerPage_1) ................................................................................................ 1279
34.5.1 XML Sample Request - Retrieving Price per Page............................................................................. 1279
34.5.2 XML Sample Response - Retrieving Price per Page.......................................................................... 1279
34.5.3 XML Sample Response with Negative Value ..................................................................................... 1280
34.6 Get Document Disclaimer (GetDocDisclaimer_1) ..................................................................................... 1281
34.6.1 XML Sample Request - Retrieving Document Disclaimer .................................................................. 1281
34.6.2 XML Sample Response - Retrieving Document Disclaimer ............................................................... 1281
34.7 Check per Page Download (CheckPerPageDownload_1) ........................................................................ 1282
34.7.1 XML Sample Request - Checking per Page Downloads .................................................................... 1282
34.7.2 XML Sample Response - Checking per Page Downloads ................................................................. 1283
34.7.3 XML Sample Response - SOAP Fault Example................................................................................. 1283
34.8 Get Billing Information (GetBillingInfo_1) .................................................................................................. 1284
34.8.1 XML Sample Request - Retrieving Billing Information........................................................................ 1284
34.8.2 XML Sample Response - Retrieving Billing Information ..................................................................... 1285

35 Screener ...................................................................................................................... 1286


35.1 Overview ................................................................................................................................................... 1286
35.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1286
35.2.1 Authorization....................................................................................................................................... 1286
35.2.2 Authentication ..................................................................................................................................... 1286
35.2.3 Service Endpoint................................................................................................................................. 1286
35.2.4 Required Header ................................................................................................................................ 1286

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35.3 WSDL........................................................................................................................................................ 1287


35.4 Data Organization ..................................................................................................................................... 1287
35.5 Variables ................................................................................................................................................... 1287
35.5.1 Getting Actual Codes for Variables..................................................................................................... 1287
35.6 Lists........................................................................................................................................................... 1288
35.6.1 Company Lists .................................................................................................................................... 1288
35.7 Screening .................................................................................................................................................. 1289
35.8 Format....................................................................................................................................................... 1289
35.9 Calculation Request .................................................................................................................................. 1290
35.9.1 Using Position for Searching .............................................................................................................. 1291
35.9.2 Sort Order ........................................................................................................................................... 1291
35.9.3 Statistics ............................................................................................................................................. 1291
35.10 Supported Operations ............................................................................................................................... 1292
35.11 Supported Functions ................................................................................................................................. 1293
35.11.1 Numeric Infinity and Not-a-Number .................................................................................................... 1295
35.11.2 Extended String and Array Comparison Functions............................................................................. 1295
35.12 Example Requests .................................................................................................................................... 1296
35.12.1 Calculation Requests.......................................................................................................................... 1296
35.12.2 Getting Variables (GetVar_1) ............................................................................................................. 1297
35.12.3 Checking for Validity ........................................................................................................................... 1298
35.12.4 Screening Company Lists................................................................................................................... 1299
35.12.5 Working with Forms ............................................................................................................................ 1302
35.12.6 Positioning, Paging, and Search......................................................................................................... 1303
35.12.7 Grouping ............................................................................................................................................. 1307
35.12.8 Single Value Columns ........................................................................................................................ 1309
35.12.9 Custom Columns ................................................................................................................................ 1312
35.12.10 Defining Scope of Request ................................................................................................................. 1313
35.13 Application Logic ....................................................................................................................................... 1315

36 Snapshot Content Retrieval ...................................................................................... 1318


36.1 Overview ................................................................................................................................................... 1318
36.2 Authentication and Authorization .............................................................................................................. 1318
36.2.1 Authorization....................................................................................................................................... 1318
36.2.2 Authentication ..................................................................................................................................... 1318
36.3 Retrieving Documents............................................................................................................................... 1318

37 Troubleshooting and Debugging Your Application ................................................ 1321


37.1 Overview ................................................................................................................................................... 1321
37.2 Interpreting SOAP Faults .......................................................................................................................... 1321
37.3 The ClientErrorReference ......................................................................................................................... 1323
37.4 Using MessageID...................................................................................................................................... 1324
37.5 Using Request Examples from Developer's Guide in the API Console .................................................... 1325
37.6 Contacting Support ................................................................................................................................... 1326

38 Coding Examples ....................................................................................................... 1327


38.1 Overview ................................................................................................................................................... 1327
38.2 Prerequisites ............................................................................................................................................. 1327
38.3 Working with the Client Code Samples..................................................................................................... 1327
38.3.1 Installing a Code Sample.................................................................................................................... 1327
38.3.2 Building a Code Sample ..................................................................................................................... 1327
38.3.3 Running a Code Sample..................................................................................................................... 1327
38.4 Creating Your Own Client Application ....................................................................................................... 1327
38.4.1 Using Generated Proxy Classes......................................................................................................... 1328
38.4.2 Generating Proxy Classes .................................................................................................................. 1328

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38.4.3 Creating a Service Token ................................................................................................................... 1329


38.4.4 Caching Tokens and Handling Token Expiration................................................................................ 1330
38.4.5 Using MessageID ............................................................................................................................... 1330
38.4.6 Handling Errors (Faults)...................................................................................................................... 1331
38.4.7 Overriding Server Certificate Validation.............................................................................................. 1331
38.4.8 Supporting Responses Larger than 65,536 Bytes .............................................................................. 1332
38.4.9 Connecting to Refinitiv Knowledge Direct API Servers Being behind a Proxy .................................. 1332
38.5 Debugging Request/Response Problems ................................................................................................. 1333

39 Fiddler Examples for Refinitiv Knowledge Direct API Services ........................... 1334
39.1 Overview ................................................................................................................................................... 1334
39.2 Installing Fiddler ........................................................................................................................................ 1334
39.3 Loading .saz File ....................................................................................................................................... 1334
39.4 User Credentials ....................................................................................................................................... 1335
39.5 Reissuing Requests .................................................................................................................................. 1335
39.6 Generating a New Token .......................................................................................................................... 1336
39.7 Resending Requests................................................................................................................................. 1337

40 Building Java Refinitiv Knowledge Direct Client ................................................... 1339


40.1 Overview ................................................................................................................................................... 1339
40.2 Refinitiv Knowledge Direct Metadata ....................................................................................................... 1339
40.2.1 Naming Rules ..................................................................................................................................... 1339
40.2.2 Supported Bindings ............................................................................................................................ 1339
40.2.3 Metada Files Location......................................................................................................................... 1339
40.3 Prerequisites ............................................................................................................................................. 1340
40.3.1 Sun JDK.............................................................................................................................................. 1340
40.3.2 Framework.......................................................................................................................................... 1340
40.3.3 Apache Ant ......................................................................................................................................... 1340
40.3.4 Eclipse ................................................................................................................................................ 1340
40.4 Generating Java Proxy Code .................................................................................................................... 1341
40.4.1 Using Wsimport Utility Tool Ant Task from Sun Metro Framework..................................................... 1341
40.5 Creating Eclipse Project Based on Java Files Generated by Wsimport Ant Task Using Sun Metro Framework
1345
40.6 Creating Java Client Application for Webservice Access in Eclipse Project ............................................. 1359
40.7 Client Code Sample .................................................................................................................................. 1361
40.7.1 Sun Metro ........................................................................................................................................... 1361
40.7.2 Running Code Sample........................................................................................................................ 1367
40.8 Code Style Recommendations.................................................................................................................. 1368
40.9 Typical Problems....................................................................................................................................... 1369
40.9.1 Errors when Trying to Import WSDL via Java IDEs............................................................................ 1369
40.9.2 MustUnderstand Exception................................................................................................................. 1370

41 Web Service User Throttling ..................................................................................... 1371


41.1 Overview ................................................................................................................................................... 1371
41.1.1 Throttle Group..................................................................................................................................... 1371
41.1.2 Client Limit .......................................................................................................................................... 1371
41.2 Simple Way of Handling Throttling Exceptions ......................................................................................... 1372
41.3 Advanced Way of Handling Throttling Exceptions .................................................................................... 1372

42 Filings Retrieval ......................................................................................................... 1374


42.1 Overview ................................................................................................................................................... 1374
42.2 Authentication and Authorization .............................................................................................................. 1374
42.2.1 Authorization....................................................................................................................................... 1374
42.2.2 Authentication ..................................................................................................................................... 1374

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42.3 Get Filing (GetDoc_1) ............................................................................................................................... 1375

43 Filings Search............................................................................................................. 1377


43.1 Introduction ............................................................................................................................................... 1377
43.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1377
43.2.1 Authorization....................................................................................................................................... 1377
43.2.2 Authentication ..................................................................................................................................... 1377
43.2.3 Service Endpoint................................................................................................................................. 1377
43.2.4 Required Header ................................................................................................................................ 1377
43.3 WSDL........................................................................................................................................................ 1377
43.4 Mappings Info............................................................................................................................................ 1378
43.4.1 Request Parameters and Response Options ..................................................................................... 1378
43.5 Mappings Info Using High Level Category ID ........................................................................................... 1378
43.6 Mappings Info Using Feed ID.................................................................................................................... 1379
43.7 Search Submissions ................................................................................................................................. 1381
43.7.1 Request Parameters........................................................................................................................... 1381
43.7.2 Response Parameters ........................................................................................................................ 1383
43.8 Filings Search Using OA Perm ID ............................................................................................................. 1386
43.9 Filings Search Using RBSS Code ............................................................................................................. 1387
43.10 Filings Search Using Feed ID ................................................................................................................... 1389
43.11 Filings Search using SEC Form Name ..................................................................................................... 1390
43.12 Filings Search Using Keyword .................................................................................................................. 1392
43.13 Filings Search for Documents within Date Range..................................................................................... 1394
43.14 Setting Paging Preferences ...................................................................................................................... 1395
43.15 Valid Feed IDs........................................................................................................................................... 1397
43.16 Category IDs ............................................................................................................................................. 1398
43.17 Country Codes .......................................................................................................................................... 1398
43.18 Language Codes....................................................................................................................................... 1406

44 Key Investor Document (KID) for PRIIPS ................................................................. 1408


44.1 Overview ................................................................................................................................................... 1408
44.2 Operation SearchDocuments .................................................................................................................... 1408
44.2.1 Service Endpoint and WSDL .............................................................................................................. 1408
44.2.2 Sample Requests and Responses ..................................................................................................... 1408
44.3 Operation GetDocument ........................................................................................................................... 1415
44.3.1 Service Endpoint and WSDL .............................................................................................................. 1415
44.3.2 Sample Requests and Responses ..................................................................................................... 1415
44.4 Operation AreDocumentsAvailable ........................................................................................................... 1419
44.4.1 Service Endpoint and WSDL .............................................................................................................. 1419
44.4.2 Sample Requests and Responses ..................................................................................................... 1419

45 Streaming.................................................................................................................... 1425
45.1 Introduction ............................................................................................................................................... 1425
45.2 Summary Application Workflow ................................................................................................................ 1425
45.3 Detailed Application Behavior ................................................................................................................... 1426
45.4 Notes......................................................................................................................................................... 1429
45.5 Known Issues............................................................................................................................................ 1429
45.6 Python Example ........................................................................................................................................ 1430
45.7 C#/.NET Example ..................................................................................................................................... 1433

46 Lipper Screener .......................................................................................................... 1437


46.1 Overview ................................................................................................................................................... 1437
46.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1437
46.2.1 Authorization....................................................................................................................................... 1437

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46.2.2 Authentication ..................................................................................................................................... 1437


46.2.3 Service Endpoint................................................................................................................................. 1437
46.2.4 Required Header ................................................................................................................................ 1437
46.3 WSDL........................................................................................................................................................ 1437
46.4 How to Get Screen Results? ..................................................................................................................... 1438
46.5 Get Screening Meta Data (GetScreeningMetaData_1)............................................................................. 1438
46.6 Get Screening Counts (GetScreeningCounts_1) ...................................................................................... 1442
46.7 Get Screening Results Synch (GetScreeningResultsSynch_1) ................................................................ 1445

47 Search Version 2 ........................................................................................................ 1448


47.1 Introduction ............................................................................................................................................... 1448
47.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1448
47.2.1 Authorization....................................................................................................................................... 1448
47.2.2 Authentication ..................................................................................................................................... 1448
47.2.3 Service Endpoint................................................................................................................................. 1448
47.2.4 Required Header ................................................................................................................................ 1448
47.3 WSDL........................................................................................................................................................ 1448
47.4 Common Request Elements ..................................................................................................................... 1449
47.5 Get Properties ........................................................................................................................................... 1449
47.6 Search....................................................................................................................................................... 1450
47.6.1 Attributes Used in Search Request..................................................................................................... 1450
47.6.2 XML Sample Request - Search_Request_1....................................................................................... 1454
47.6.3 XML Sample Response - Search_Response_1 ................................................................................. 1455
47.6.4 JSON Sample Request - Search_Request_1..................................................................................... 1458
47.6.5 JSON Sample Response - Search_Response_1 ............................................................................... 1458
47.7 Search Single item .................................................................................................................................... 1461
47.7.1 Attributes Used in Search Single item Request.................................................................................. 1461
47.7.2 XML Sample Request - SearchSingleItem_Request_1...................................................................... 1461
47.7.3 XML Sample Response - SearchSingleItem_Response_1 ................................................................ 1462
47.7.4 JSON Sample Request - SearchSingleItem_Request_1.................................................................... 1462
47.7.5 JSON Sample Response - SearchSingleItem_Response_1 .............................................................. 1463

48 Estimates IBES 2 ....................................................................................................... 1464


48.1 Overview ................................................................................................................................................... 1464
48.2 Authentication/Authorization, Service Endpoint, and Required Headers .................................................. 1464
48.2.1 Authorization....................................................................................................................................... 1464
48.2.2 Authentication ..................................................................................................................................... 1464
48.2.3 Service Endpoint, Required Headers, and WSDL .............................................................................. 1464
48.3 Requests and Responses ......................................................................................................................... 1464
48.3.1 Get Measures (GetMeasures_1) ........................................................................................................ 1464
48.3.2 Get Summaries (Get Summaries_1) .................................................................................................. 1470

49 Doc Repository for KID for PRIIPS and Fund Info Documents.............................. 1475
49.1 Overview ................................................................................................................................................... 1475
49.2 Operation Are Documents Available ......................................................................................................... 1475
49.2.1 Service Endpoint and WSDL .............................................................................................................. 1475
49.2.2 Sample Requests and Responses ..................................................................................................... 1475
49.3 Operation Get Regulatory Documents ...................................................................................................... 1488
49.3.1 Service Endpoint and WSDL .............................................................................................................. 1488
49.3.2 Sample Requests and Responses ..................................................................................................... 1488
49.4 Search Documents.................................................................................................................................... 1493
49.4.1 Service Endpoint and WSDL .............................................................................................................. 1493
49.4.2 Sample Requests and Responses ..................................................................................................... 1493

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50 Quote Chains .................................................................................................................... 1


50.1 Overview ......................................................................................................................................................... 1
50.2 Authentication/Authorization ........................................................................................................................... 1
50.2.1 Authorization............................................................................................................................................. 1
50.2.2 Authentication ........................................................................................................................................... 1
50.2.3 Service Endpoint, Required Headers and WSDL ..................................................................................... 1
50.3 Requests and Responses ............................................................................................................................... 1
50.3.1 Get Chain (GetChain_1) ........................................................................................................................... 1
50.3.2 Get Chain Components(GetChainComponents_1) .................................................................................. 9

51 Quote Lists ..................................................................................................................... 12


51.1 Overview ....................................................................................................................................................... 12
51.2 Authentication and Authorization .................................................................................................................. 12
51.2.1 Authorization........................................................................................................................................... 12
51.2.2 Authentication ......................................................................................................................................... 12
51.2.3 Service Endpoint, Required Headers and WSDL ................................................................................... 12
51.3 Requests and Responses ............................................................................................................................. 12
51.3.1 Add Rics & Fids (AddRICsFIDs_1)......................................................................................................... 12
51.3.2 Create Quote List(CreateQuoteList_1) ................................................................................................... 16
51.3.3 Delete Quote List(DeleteQuoteList_1).................................................................................................... 19
51.3.4 Get Listing(GetListing_1) ........................................................................................................................ 20
51.3.5 Get Quote List(GetQuoteList_1) ............................................................................................................. 22
51.3.6 Get Quote List Content(GetQuoteListContent_1)................................................................................... 25
51.3.7 Get Simple Data V2 (GetSimpleData_2). ............................................................................................... 26
51.3.8 Remove Rics & Fids(RemoveRICsFIDs_1)............................................................................................ 32

52 Portfolio Tracker ............................................................................................................ 36


52.1 Authentication / Authorization ....................................................................................................................... 36
52.1.1 Authorization........................................................................................................................................... 36
52.1.2 Authentication ......................................................................................................................................... 36
52.1.3 Service Endpoint, Required Headers and WSDL ................................................................................... 36
52.2 Requests and Responses ............................................................................................................................. 37
52.2.1 Add Instruments (AddInstruments_1) ..................................................................................................... 37
52.2.2 Buy Instruments (BuyInstruments_1) ..................................................................................................... 38
52.2.3 Create Portfolio (CreatePortfolio_1) ....................................................................................................... 40
52.2.4 Delete Portfolio (DeletePortfolio_1) ........................................................................................................ 41
52.2.5 Edit Instruments (EditInstruments_1) ..................................................................................................... 42
52.2.6 Edit Portfolios (EditPortfolios_1) ............................................................................................................. 44
52.2.7 Get Client Portfolio View (GetClientPortfolioView_1) ............................................................................. 46
52.2.8 Get User Portfolios (GetUserPortfolios_1).............................................................................................. 48
52.2.9 Get View (GetView_1) ............................................................................................................................ 50
52.2.10 Remove Instruments (RemoveInstruments_1) ....................................................................................... 50
52.2.11 Sell Instruments (SellInstruments_1)...................................................................................................... 51

53 Profiles ............................................................................................................................ 54
53.1 Overview ....................................................................................................................................................... 54
53.2 Authentication / Authorization ....................................................................................................................... 54
53.2.1 Authorization........................................................................................................................................... 54
53.2.2 Authentication ......................................................................................................................................... 54
53.2.3 Service Endpoint, Required Headers and WSDL ................................................................................... 54
53.3 Requests and Responses ............................................................................................................................. 54
53.3.1 Create Profile (CreateProfile_1) ............................................................................................................. 54
53.3.2 Delete Profile (DeleteProfile_1) .............................................................................................................. 55
53.3.3 Get Profile (GetProfile_1) ....................................................................................................................... 56

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53.3.4 Get Profile Email (GetProfileEmail_1) .................................................................................................... 57


53.3.5 Get Profile Schedule (GetProfileSchedule_1) ........................................................................................ 58
53.3.6 Get Use Template (GetUseTemplates_1) .............................................................................................. 59
53.3.7 Get User Profiles (GetUserProfiles_1).................................................................................................... 60
53.3.8 Set Alert Type (SetAlertType _1)............................................................................................................ 61
53.3.9 Set Profile Email (SetProfileEmail_1) ..................................................................................................... 62
53.3.10 Set Profile Schedule (SetProfileSchedule_1) ......................................................................................... 63
53.3.11 Set Use Template (SetUseTemplate_1)................................................................................................. 64
53.3.12 Update Profile (UpdateProfile_1)............................................................................................................ 65

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1 Overview
Refinitiv Knowledge Direct API offers a wide range of Refinitiv information and services delivered in a request-response scenario via web
services.
Services available via Refinitiv Knowledge Direct include quotes, news and charts, as well as value-add data such as Fundamentals,
Estimates and Significant Developments. Connectivity can be via HTTP and HTTPS, over the Internet or Delivery Direct, using today's
industry standard protocols (SOAP and XML).
Refinitiv Knowledge Direct API is robust and scalable enough to handle traffic from even the most demanding sites while providing highly
extensible support abilities to front and back-end infrastructures. The framework of layered architecture components allows for ease of
integration and rapid deployment. Furthermore, the disintegration of the traditional user-interface (UI) layer provides for large-scale flexibility
to the end-consumers or agents and a full-range of configurable data/information delivery scenarios. This is largely supported through the
exposure of standards-based XML/Web infrastructures for platform-independent data exchanges.
The platform employs clusters of micro and macro components that granularly provide its building block definitions. These building blocks
are key to the realization of the plug and play functionality model exposed to market participants through services integration or subscription
based delivery services.
Refinitiv Knowledge Direct API clearly introduces the benefits of maximizing one's best assets to clients (whether information or application-
based services), as the platform enables unbounded electronic and information commerce abilities. The Refinitiv Knowledge Direct platform
provides professional, quality investment information and data access from a singular information source. The platform services model
caters to a full breadth and range of decision critical investment information (news, quotes, earnings, for example), as well as an
infrastructure that allows for ease of discovery, personalization, navigation and subsequent delivery of information services to a firm.

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2 Preface
2.1 Introduction
This document is intended as a developer's guide for the Refinitiv Knowledge Direct API. The guide contains a general introduction, tasks
and examples, and coding samples.

2.2 Intended Audience


This document is intended for developers building application using the Refinitiv Knowledge Direct API.
This document assumes you are familiar with Web Services and related technologies, including XML and HTTP.
Refinitiv Knowledge Direct does not require you to code using any particular technology platform. However, this document does include
coding examples as a suggested approach.

2.3 Using this Guide


Begin with the Overview and Getting Started. Then spend a good deal of time with Authentication and Authorization. After you are
comfortable with these concepts, you can proceed directly to chapters detailing the specific services you purchased.
Although Refinitiv Knowledge Direct does not require you to code using any particular technology platform, this document includes a chapter
of coding examples as a suggested approach. You should review these examples before you start coding.

2.4 Where to Get More Information


For more information about Refinitiv Knowledge Direct, visit the Customer Zone, http://customers.refinitiv.com and navigate to the Refinitiv
Knowledge Direct product page.
The Refinitiv Knowledge Direct product page includes links to coding samples, FAQs, development support tools, etc. The developer support
tools include our Request Builder harness, where you can easily construct API requests and examine responses.
Refinitiv Knowledge Direct product page also links to https://my.refinitiv.com/content/mytr/en/helpandsupport.html, where you can request
help from our support staff.

2.5 Customer Zone Setup

2.5.1 Introduction to Customer Zone


It is very important for new Refinitiv Knowledge Direct API and Web Views customers to register on the Refinitiv Customer Zone and sign up
for Service Alerts and Product Change Notifications. This ensures that you are notified of upcoming maintenance, service issues, and
important product changes.

2.5.2 Accessing Customer Zone


You can access the Refinitiv Customer Zone at http://customers.refinitiv.com.
Keep in mind that your Customer Zone ID and password are different than the login credentials you had received for Refinitiv Knowledge
Direct API and Web Views. If you do not have a Customer Zone account yet, go to the Customer Zone web-site and register.

2.5.3 Signing up for Service Alerts


When you sign up for service alerts, you promptly receive real-time status of network and service issues as they happen, and notification of
system maintenance.
To sign up for Service Alerts follow these steps:
1. Sign in to Customer Zone.
2. Go to Alerts and Notifications.
3. Select Service Alerts.

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2 Preface

4. Click View service alerts via an Internet connection.


5. Select Edit Subscriptions.

NOTE: If you have not subscribed to the 'My Alerts' service yet, click the 'Start Subscription Wizard' link to subscribe and personalize
alerts.

The Refinitiv Knowledge Direct API and Web Views alerts can be found under:
Application -> Financial Information Applications -> Refinitiv Knowledge Direct:
• Refinitiv Knowledge Direct API
• Refinitiv Knowledge Direct Web Views
6. Select both Refinitiv Knowledge Direct API and Refinitiv Knowledge Direct Web Views and click Update.
7. Go to the Delivery menu to choose how you want the alerts to be delivered.

2.5.4 Signing up for Product Change Notifications


When you sign up for Product Change Notifications, you receive updates on new and enhanced functionality, along with important
information about product changes that may require action by you.
To sign up for Product Change Notifications, use the following instructions:
1. Go to the Alerts and Notifications page.
2. Then click Product Change Notifications.
3. Select My Subscriptions.
4. Click the Edit button.
5. Select Refinitiv Knowledge Direct API.
6. Specify at least one Client Impact.
7. Click Submit.

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3 Getting Started
3.1 Before You Begin
Before you can begin accessing Refinitiv Knowledge Direct API, you must contact Refinitiv https://my.refinitiv.com/content/mytr/en/
helpandsupport.html and receive a properly entitled service user credential. Refinitiv also gives you an application identification string
(appid). This appid is a short descriptive string that uniquely identifies your application.

3.2 Understanding Service Users, Impersonation (Effective Users)


You can use a single credential (service user) for all users of your application or support individual user credentials (impersonation through
effective users).
The user credential provides the appropriate entitlements (rights) to data from various services. For example, a credential may be limited to
estimates from particular regions.
A single service user is all you need for applications where all users have the same entitlements.
However, the most common scenario is an application that supports individual user credentials (impersonation through effective users). To
accomplish this, your application first creates a service token using your service user credential (CreateServiceToken_Request).
Next, with the service token you created, your application makes a second request passing the particular effective user credential
(CreateImpersonationToken_Request).
The application then passes this impersonation token with each data request.

3.3 Understanding Application Identification Strings (appids)


An application identification string (appid) is a short descriptive string that uniquely identifies your application for tracking and entitlement
purposes. Refinitiv assigns an appid to you during setup. Your application submits this appid with each API request.

3.4 Understanding Authentication Tokens


An authentication token is an encrypted, expiring string that securely identifies the service user (or effective user). Your application must
pass an authentication token in each web service request.
To create a token representing the service user (service token), use CreateServiceToken_Request.
To create a token representing a particular effective user credential (impersonation token), use CreateImpersonationToken_Request. For
additional information, see Authentication and Authorization.

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3.5 An Example API Interaction


The following demonstrates API requests and responses for an application that displays Significant Developments.
Step 1: Create a service token

SOAP Service endpoint:


https://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc/Anonymous

JSON Service endpoint:


http://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc/REST/TokenManagement_1

HTTP headers:
POST api/TokenManagement/TokenManagement.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com

Retrieve the token from the response XML. You should cache the token and reuse it until it expires (90 minutes, by default).
Step 2: Create an impersonation token

Service endpoint:
https://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc/Anonymous

HTTP headers:
POST api/TokenManagement/TokenManagement.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com

Retrieve the token from the response XML. You should cache the token and reuse it until it expires (90 minutes, by default).

NOTE: You can handle both Step 1 (Creating a Service Token) and Step 2 (Creating Impersonation Token) in one step by calling
CreateImpersonationToken_Request_2 operation. See Creating Service and Impersonation Token in One Request for more information.

Step 3: Request the Significant Developments

Service endpoint:
http://api.rkd.refinitiv.com/api/SignificantDevelopments/SignificantDevelopments_1.svc

HTTP headers:
POST api/SignificantDevelopments/SignificantDevelopments_1.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com

3.5.1 XML Sample Request - Creating a Service Token

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">

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<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc/Anonymous</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/CreateServiceToken_1</Action>
</Header>
<Body>
<CreateServiceToken_Request_1 xmlns:="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/Common_1"xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1">
<ApplicationID>[AppID]</ApplicationID>
<Username>[service user]</Username>
<Password>[password]</Password>
</CreateServiceToken_Request_1>
</Body>
</Envelope>

3.5.2 XML Sample Response - Creating a Service Token

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1">
http://www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1
CreateServiceToken_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<CreateServiceToken_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
[servicetoken]</Token>
</CreateServiceToken_Response_1>
</Body>
</Envelope>

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3.5.3 XML Sample Request - Creating an Impersonation Token (Refinitiv effective user)

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/CreateImpersonationToken_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<CreateImpersonationToken_Request_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<EffectiveUsername>[effective user]</EffectiveUsername>
</CreateImpersonationToken_Request_1>
</Body>
</Envelope>

3.5.4 XML Sample Response - Creating an Impersonation Token (Refinitiv effective user)

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1" >http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/
CreateImpersonationToken_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]<RelatesTo>
<Header>
<Body>
<CreateImpersonationToken_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">[impersonationtoken]</Token>
</CreateImpersonationToken_Response_1>
</Body>
</Envelope>

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3.5.5 XML Sample Request - Significant Developments

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/rkd/
SignificantDevelopments/SignificantDevelopments.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/rkd/ns/2006/05/
01/webservices/rkd/SignificantDevelopments_1/GetSignificantDevelopments_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetSignificantDevelopments_Request_1 xmlns="http://www.reuters.com/ns/2006/05/01/
webservices/rkd/SignificantDevelopments_1">
<FindRequest Significance="1 2 3" MaxNumberOfItems="100">
<CompanyIdentifiers>
<RIC Value="rtr.l" />
</CompanyIdentifiers>
</FindRequest>
</GetSignificantDevelopments_Request_1>
</Body>
</Envelope>

3.5.6 XML Sample Response - Significant Developments

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2006/05/01/webservices/rkd/
SignificantDevelopments_1/GetSignificantDevelopments_1Response</a:Action>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<GetSignificantDevelopments_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/
webservices/rkd/SignificantDevelopments_1">
<FindResponse>
<Development>
<Xrefs>
<RepNo>A488E</RepNo>
<DevelopmentId>801980</DevelopmentId>
</Xrefs>
<Dates>
<Source>2006-08-14T23:00:00.0000000-04:00</Source>
<Initiation>2006-08-16T06:50:42.5200000-04:00</Initiation>
<LastUpdate>2006-08-22T13:38:12.0100000-04:00</LastUpdate>
</Dates>
<Flags>
<FrontPage>false</FrontPage>
<Significance>3</Significance>
</Flags>

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<Topics>
<Topic1 Code="204">Business Deals</Topic1>
</Topics>
<Headline>Reuters Group PLC Closes Deal with Lukoil, Russia's Oil Company
</Headline>
<Description>Reuters Group PLC announced that its Moscow office has closed a deal
with Lukoil, Russia's oil company, for 11 Reuters 3000 Xtra and 21 Reuters Trader
for Commodities keystations, with the Russian news service and specialist data.
</Description>
</Development>
</FindResponse>
</GetSignificantDevelopments_Response_1>
</s:Body>
</s:Envelope>

3.6 Web Services Standards


Refinitiv Knowledge Direct API applies the following Web and Web services standards:

• HyperText Transfer Protocol (HTTP): Used as the primary transport for Refinitiv Knowledge Direct API. Refinitiv Knowledge Direct API
supports HTTP compression across all services.
• HyperText Transfer Protocol Secure (HTTPS): Can be used by users to provide encrypted communication and secure identification of a
network web server for data requests like estimates, news, etc.

• Secure Sockets Layer (SSL): Used for HTTP session encryption for token creation request messages, where user credentials would
otherwise be an unencrypted plain-text part of the SOAP payload.

• XML Schema (http://www.w3.org/2001/XMLSchema): All Refinitiv Knowledge Direct API services use XML Schema to describe the
structure of the data being exchanged with the client. In addition to being used by clients to understand the nature of the data exchange,
XSD schemas are also used for validating SOAP requests.
• SOAP 1.2 (http://www.w3.org/2003/05/soap-envelope): Defines a standard for generic XML data exchange in a way that supports
describing metadata along with the service payload data.

NOTE: SOAP 1.1 is supported as well. See example below.

• WSDL 1.1 (http://schemas.xmlsoap.org/wsdl/): Provides a standard way to describe the service interfaces, access methods, and
specific service endpoint locations.
• WSDL Binding Extension for SOAP 1.2 (http://schemas.xmlsoap.org/wsdl/soap12/)

• WS-Policy (http://schemas.xmlsoap.org/ws/2004/09/policy): Provides a basic framework for how web services describe their policies.
The related WS-PolicyAttachments provides mechanisms for describing how WS-Policy based information is described in WSDL
documents.

• WS-Addressing 1.0 (http://www.w3.org/2005/08/addressing): Web Services Addressing provides transport-neutral mechanisms to


address Web services and messages
• WS-Addressing 1.0 WSDL Binding (http://www.w3.org/2006/05/addressing/wsdl): Provides standard XML grammar for how WS-
Addressing 1.0 properties are described in WSDL documents.

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3.6.1 SOAP 1.1


To get WSDL addresses for Refinitiv Knowledge Direct API services for SOAP 1.1 you can use the following general URL:

General SOAP 1.1 WSDL


http://api.rkd.refinitiv.com/schemas/[ServiceName]/wsdl/
[ServiceName_Version]_HttpAndRkdToken_Soap11.wsdl

Just replace [ServiceName] and [ServiceName_Version] with actual service name and its version, for example:

Quotes SOAP 1.1 WSDL


http://api.rkd.refinitiv.com/schemas/Quotes/wsdl/Quotes_1_HttpAndRkdToken_Soap11.wsdl

NOTE: WSDL addresses for SOAP 1.1 contain the '_Soap11' suffix.

To get service endpoints for SOAP 1.1 you can use the following general URL:

General SOAP 1.1 Service Endpoint


http://api.rkd.refinitiv.com/api/[ServiceName]/[ServiceName].svc/SOAP11

Just replace [ServiceName] with the actual service name, for example:

Quotes SOAP 1.1 Service Endpoint


http://api.rkd.refinitiv.com/api/Quotes/Quotes.svc/SOAP11

NOTE: Service endpoints for SOAP contain the '/SOAP11' suffix.

3.6.1.1 XML Sample Request - Creating a Service Token Using SOAP 1.1

POST https://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc/soap11/Anonymous
HTTP/1.1
Content-Type: text/xml
SOAPAction: http://www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/
CreateServiceToken_1
Host: api.rkd.refinitiv.com
Content-Length: 541
<?xml version="1.0" encoding="utf-8"?>
<Envelope xmlns="http://schemas.xmlsoap.org/soap/envelope/">
<Header />

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<Body>
<CreateServiceToken_Request_1 xmlns:"http://www.reuters.com/ns/2006/05/01/webservices/
rkd/Common_1"
xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1">
<ApplicationID>[AppID]</ApplicationID>
<Username>[username]</Username>
<Password>[password]</Password>
</CreateServiceToken_Request_1>
</Body>
</Envelope>

3.6.1.2 XML Sample Response - Creating a Service Token Using SOAP 1.1

HTTP/1.1 200 OK
Date: Tue, 25 Jan 2011 13:05:29 GMT
Server: Microsoft-IIS/6.0
X-Powered-By: ASP.NET
X-AspNet-Version: 2.0.50727
Cache-Control: private
Content-Type: text/xml; charset=utf-8
Via: 1.1 RKDAPI
Connection: Keep-Alive
Content-Length: 587
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
<s:Body>
<CreateServiceToken_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1"
xmlns:="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token>[service_token]</Token>
</CreateServiceToken_Response_1>
</s:Body>
</s:Envelope>

3.6.1.3 XML Sample - SOAP 1.1 (Token Rejection Error)

<?xml version="1.0" encoding="utf-8"?>


<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
<soap:Body>
<soap:Fault>
<faultcode xmlns:a="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Faults_1">a:Request_RejectedException</faultcode>
<faultstring xml:lang="en-US">Credentials can't be passed via http to service</faultstring>
</soap:Fault>
</soap:Body>
</soap:Envelope>

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3.6.2 HTTP Compression


Refinitiv Knowledge Direct API supports HTTP compression across all services and requests.
To implement HTTP compression in your requests, you need to add a single line (in bold in the example below) to the SOAP header.

Required Header - Implementing HTTP Compression in Quotes Service


POST http://api.rkd.refinitiv.com/api/Quotes/Quotes.svc HTTP/1.1
Content-Type: application/soap+xml
Accept-Encoding: gzip,deflate
Host: api.rkd.refinitiv.com
Content-Length: 1224

3.7 Date/Time Format


Refinitiv Knowledge Direct API services return date/time in UTC format.

SERVICE DATE/TIME FORMAT

News 2007-08-24T12:42:12-04:00

TimeSeries 2007-08-24T12:42:12-05:00

Token Management Service 2007-09-06T11:40:00.1782887Z

Significant Developments 2017-04-27T21:01:52


and
2017-04-27T21:06:29.013

Quotes Service 2007-03-01T05:00:00

Other services 2007-03-01T05:00:00

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4.1 Overview
Refinitiv Knowledge Direct API uses an encrypted, expiring token to authenticate each request. To create this token, your application submits
credentials to the Token Management service. The Token Management service authenticates the credentials and returns the token.

NOTE: Unlike all other Refinitiv Knowledge Direct API transactions, CreateServiceToken_Request_1 and
CreateImpersonationToken_Request_2 requests must be made using HTTPS. The other authentication and authorization requests may be
made through HTTPS or HTTP.

4.2 Understanding Application Identification Strings (appids)


An application identification string (appid) is a short descriptive string that uniquely identifies your application for tracking and entitlement
purposes. Refinitiv assigns an appid to you during setup. Your application submits this appid with each API request.
For a ServiceToken request (CreateServiceToken_Request_1), you must include the appid in the SOAP body:

4.2.1 XML Sample Request - Creating a Service Token

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
...
<Body>
<CreateServiceToken_Request_1 xmlns:"http://www.reuters.com/ns/2006/05/01/webservices/
rkd/Common_1" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1">
<ApplicationID xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">[AppID]</ApplicationID>
<Username>[service user]</Username>
<Password>[password]</Password>
</CreateServiceToken_Request_1>
</Body>
</Envelope>

For all other requests, you must include the appid in the SOAP header.

4.2.2 XML Sample - Appid in SOAP Header


XML Sample - Appid in SOAP Header

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/rkd/
SignificantDevelopments/SignificantDevelopments.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/rkd/ns/2006/05/
01/webservices/rkd/SignificantDevelopments_1/GetSignificantDevelopments_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
...

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4.2.3 JSON Sample Request – Creating a Service Token

{
"CreateServiceToken_Request_1": {
"ApplicationID": "[AppID]",
"Username": "[Username]",
"Password": "[Password]"
}
}

4.2.4 JSON Sample – Appid in REST Header


JSON sample – Appid in REST Header

HTTP POST https://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc/REST/


Anonymous/TokenManagement_1/CreateServiceToken_1

X-Trkd-Trace-Token [Token]

X-Trkd-Trace-ApplicationID [AppId]

X-Trkd-Trace-Options Info

Content-Type application/json

Table 1: Appid in REST Header

4.3 Understanding Service Users, Impersonation (Effective Users)


You can use a single credential (service user) for all users of your application or support individual user credentials (impersonation through
effective users). The user credential provides the appropriate entitlements (rights) to data from various services. For example, a credential
may be limited to estimates from particular regions.
A single service user is all you need for applications where all users have the same entitlements. However, the most common scenario is an
application that supports individual user credentials (impersonation through effective users) to personalize each users experience.
Refinitiv Knowledge Direct supports two types of effective users, depending on the particular service you are using:
• Refinitiv: This type of effective user represents an identity created (through manual administration during setup of your application) and
maintained in the Refinitiv user data store. Refinitiv type is the default effective user type.

• Unmanaged: This type of effective user represents an identity with no entry in the Refinitiv user data store. Your application is
responsible for maintaining this user identity.
Please refer to the documentation about the particular service you are using for information about the effective user type that service
supports.

4.4 Understanding Authentication Tokens


An authentication token is an encrypted, expiring string that securely identifies the service user (or effective user). Your application must
pass an authentication token in each web service request.
To create a token representing the service user (service token), use CreateServiceToken_Request. To create a token representing a
particular effective user credential (impersonation token), your application makes a second request passing the particular effective user
credential (CreateImpersonationToken_Request). The application then passes this impersonation token with each data request.

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4.4.1 Token Expiration


Service tokens and impersonation tokens expire after a configurable time period. The default expiration is 90 minutes. You should code your
application to reuse the token until the token expires.

NOTE: You should not request a new token every time you make a request. It takes less time to get actual data than to get a new token.

When Refinitiv Knowledge Direct API receives an expired token, the API returns a SOAP fault:

4.4.1.1 XML Sample Response - Expired Token

<Description Main="Token expired." />


<TornadoError>
<s:Fault xmlns:s="http://www.w3.org/2003/05/soap-envelope">
<s:Code>
<s:Value>s:Receiver</s:Value>
<s:Subcode>
<s:Value xmlns:a="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Faults_1">a:Security_ExpiredToken</s:Value>
</s:Subcode>
</s:Code>
<s:Reason>
<s:Text xml:lang="en-US">Token expired.</s:Text>
</s:Reason>
<s:Detail>
<ClientErrorReference xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Faults_1" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
<Timestamp>[Timestamp]</Timestamp>
<ErrorReference>[ErrorRef]</ErrorReference>
<ServerReference>[ServerRef]</ServerReference>
</ClientErrorReference>
</s:Detail>
</s:Fault>
</TornadoError>

Use this fault as a signal to create and cache a new token. For coding suggestions, see Creating a Service Token.

NOTE: Responses from the Token Management include the token expiration time. See Creating a Token.

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4.4.1.2 JSON Sample Response - Expired Token

{
"Fault": {
"Code": {
"Value": "s:Receiver",
"Subcode": {
"Value": "a:Security_ExpiredToken"
}
},
"Reason": {
"Text": {
"lang": "en-US",
"Value": "Token expired."
}
},
"Detail": {
"ClientErrorReference": {
"Timestamp": "[Timestamp]",
"ErrorReference": "[ErrorRef]",
"ServerReference": "[ServerRef]"
}
}
}
}

4.4.2 Creating a Token


Use the Token Management service to create tokens.

NOTE: Unlike all other Refinitiv Knowledge Direct API transactions, you must make authentication and authorization requests (that is,
requests to the TokenManagement_1 service) using HTTPS.

Each post to the Token Management service must also include the HTTP headers below.

Token Management Endpoint


https://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc/Anonymous

Required HTTP Headers


POST api/TokenManagement/TokenManagement.svc/Anonymous HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com
Content-Length: [length]

You can use a single credential (service user) to create a service token that represents all users of your application or support individual user
credentials (effective users) by creating an impersonation token representing each user.

4.4.2.1 Creating a Service Token


To create a token representing the service user (service user token), post a CreateServiceToken request to the Token Management service.

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4.4.2.2 XML Sample Request - Creating a Service Token

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc/Anonymous</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/CreateServiceToken_1</Action>
</Header>
<Body>
<CreateServiceToken_Request_1 xmlns:="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/Common_1" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1">
<ApplicationID xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">[AppID]</ApplicationID>
<Username>[service user]</Username>
<Password>[password]</Password>
</CreateServiceToken_Request_1>
</Body>
</Envelope>

4.4.2.3 XML Sample Response - Creating a Service Token

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1" >http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/
CreateServiceToken_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<CreateServiceToken_Response_1 xmlns="https://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">[service
token]</Token>
</CreateServiceToken_Response_1>
</Body>
</Envelope>

Parse the response to retrieve the service token. If your application uses a single credential to represent all users, submit this service token
with each data request. If your application supports individual user credentials, use this service token to create an impersonation token.

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4.4.2.4 JSON Sample Request – Creating a Service Token

{
"CreateServiceToken_Request_1": {
"ApplicationID": "[AppID]",
"Username": "[Username]",
"Password": "[Password]"
}
}

4.4.2.5 JSON Sample Response – Creating a Service Token

{
"CreateServiceToken_Response_1": {
"Expiration": "[token expiration YYYY-MM-DDTHH:MM:SS]"
"Token": "[Token]"
}
}

4.4.2.6 Creating an Impersonation Token


To create a token representing an individual user, post a Create Impersonation Token request to the Token Management service. You can
create either a Refinitv effective user or an Unmanaged effective user token.

Token Management Endpoint:


https://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc

Required HTTP Headers


POST api/TokenManagement/TokenManagement.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com
Content-Length: [length]

4.4.2.7 XML Sample Request - Creating an Impersonation Token (Refinitiv effective user)

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/CreateImpersonationToken_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<CreateImpersonationToken_Request_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<EffectiveUsername>[effective user]</EffectiveUsername>
</CreateImpersonationToken_Request_1>
</Body>

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</Envelope>

4.4.2.8 XML Sample Response - Creating an Impersonation Token (Refinitiv effective user)

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1" >http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/
CreateServiceToken_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<CreateImpersonationToken_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">[Impersonation Token]</Token>
</CreateImpersonationToken_Response_1>
</Body>
</Envelope>

4.4.2.9 JSON Sample Request - Creating an Impersonation Token (Refinitiv effective user)
{
"CreateImpersonationToken_Request_1": {
"EffectiveUsername": {
"userType": "[usertype]",
"Value": "[effective username]"
}
}
}

4.4.2.10 JSON Sample Response - Creating an Impersonation Token (Refinitiv effective user)

{
"CreateImpersonationToken_Response_1": {
"Expiration": "[token expiration YYYY-MM-DDTHH:MM:SS]",
"Token": "[Impersonation Token]"
}
}

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4.4.2.11 XML Sample Request - Creating an Impersonation Token (Unmanaged effective user)

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/CreateImpersonationToken_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<CreateImpersonationToken_Request_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<EffectiveUsername userType="Unmanaged">[unmanaged user]</EffectiveUsername>
</CreateImpersonationToken_Request_1>
</Body>
</Envelope>

4.4.2.12 XML Sample Response - Creating an Impersonation Token (Unmanaged effective user)

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1" >http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/
CreateServiceToken_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<CreateImpersonationToken_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">[Impersonation Token]</Token>
</CreateImpersonationToken_Response_1>
</Body>
</Envelope>

NOTE: The Create Impersonation Token request includes the service token in the SOAP header.

Parse the response to retrieve the impersonation token. Submit this impersonation token with each data request.

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4.4.2.13 JSON Sample Request - Creating an Impersonation Token (Unmanaged effective user)
{
"CreateImpersonationToken_Request_1": {
"EffectiveUsername": {
"userType": "Unmanaged",
"Value": "[effective username]"
}
}
}

4.4.2.14 JSON Sample Response - Creating an Impersonation Token (Unmanaged effective user)
{
"CreateImpersonationToken_Response_1": {
"Expiration": "[token expiration YYYY-MM-DDTHH:MM:SS]",
"Token": "[Impersonation Token]"
}
}

4.4.3 Creating Service and Impersonation Token in One Request


You can create both Service and Impersonation Token (Refinitiv or Unmanaged)in one requestby using a
CreateImpersonationToken_Request_2 operation and passing the service user credentials and the effective user id at once.

Token Management Endpoint:


https://api.rkd.refinitiv.com/api/TokenManagement/TokenManagement.svc/Anonymous

Required HTTP Headers


POST api/TokenManagement/TokenManagement.svc/Anonymous HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com
Content-Length: [length]

4.4.3.1 XML Sample Request - Creating Service and Impersonation Tokens (Refinitiv effective user)

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc/Anonymous</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/CreateImpersonationToken_2</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>

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<Body>
<CreateImpersonationToken_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<ApplicationID xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">[AppID]</ApplicationID>
<Username>[service user]</Username>
<Password>[password]</Password>
<EffectiveUsername>[effective user]</EffectiveUsername>
</CreateImpersonationToken_Request_2>
</Body>
</Envelope>

4.4.3.2 XML Sample Response - Creating Service and Impersonation Tokens (Refinitiv effective user)

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1" >http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/
CreateImpersonationToken_2_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<CreateImpersonationToken_Response_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">[Impersonation Token]</Token>
</CreateImpersonationToken_Response_2>
</Body>
</Envelope>

4.4.3.3 JSON Sample Request - Creating Service and Impersonation Tokens (Refinitiv effective user
)
{
"CreateImpersonationToken_Request_2": {
"ApplicationID": "[appid]",
"Username": "[username]",
"Password": "[password]",
"EffectiveUsername": {
"userType": "[usertype]",
"Value": "[effective username]"
}
}
}

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4.4.3.4 JSON Sample Response - Creating Service and Impersonation Tokens (Refinitiv effective user)
{
"CreateImpersonationToken_Response_2": {
"Expiration": "[token expiration YYYY-MM-DDTHH:MM:SS]",
"Token": "[Impersonation Token]"
}
}

4.4.4 Creating New Token Using Expired Token


If your token has expired, you can create a new valid token using the CreateImpersonationToken_Request_3 request. Keep in mind that
Service User and ApplicationID for the new token are extracted from the request header and not from the token in the request body.
CreateImpersonation_Request_3 request requires an ApplicationID and a Token. This token is decoded to retrieve effective user, and a new
token is generated for this effective user. See Understanding Authentication Tokens for more details about token and effective user.

4.4.4.1 XML Sample Request - Creating a New Token for the Same Effective User

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/CreateImpersonationToken_3</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<CreateImpersonationToken_Request_3 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1" xmlns:="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</CreateImpersonationToken_Request_3>
</Body>
</Envelope>

4.4.4.2 XML Sample Response - Creating a New Token for the Same Effective User

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1" >http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/
CreateImpersonationToken_3_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<CreateImpersonationToken_Response_3 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/TokenManagement_1" xmlns:"http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Token>[impersonation token]</Token>
</CreateImpersonationToken_Response_3>
</Body>
</Envelope>

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4.4.4.3 JSON Sample Request - Creating a New Token for the Same Effective User

{
"CreateImpersonationToken_Request_3": {
"ApplicationID": "[AppID]",
"Token": "[service token]"
}
}

4.4.4.4 JSON Sample Response - Creating a New Token for the Same Effective User
{
"CreateImpersonationToken_Response_3": {
"Expiration": "[token expiration YYYY-MM-DDTHH:MM:SS]",
"Token": "[Impersonation Token]"
}
}

4.5 WSDL
WSDL for CreateServiceToken_1 and CreateImpersonationToken_2 operations (they require passwords to be transferred):

Token Management WSDL


http://api.rkd.refinitiv.com/schemas/TokenManagement/wsdl/
TokenManagement_1_HttpsAndAnonymous.wsdl

WSDL for SetPassword operations (they require passwords to be transferred):

Token Management WSDL


http://api.rkd.refinitiv.com/schemas/TokenManagement/wsdl/
TokenManagement_1_HttpAndRKDTokenSecure.wsdl

For other operations, Token Management WSDL is the following:

Token Management WSDL


http://api.rkd.refinitiv.com/schemas/TokenManagement/wsdl/
TokenManagement_1_HttpAndRKDToken.wsdl

4.6 Validating Token


This operation allows you to check whether your token has expired or not. ValidateToken_Request_1 request contains current ApplicationID
and requires token as input data.

4.6.1 XML Sample Request - Validating a Token

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">

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<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/ValidateToken_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<ValidateToken_Request_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1" xmlns:="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</ValidateToken_Request_1>
</Body>
</Envelope>

4.6.2 XML Sample Response - Validating a Token

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1" >http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/ValidateToken_1_Reply
</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<ValidateToken_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1">
<Expiration>[token expiration YYYY-MM-DDTHH:MM:SS]</Expiration>
<Valid>true</Valid>
</ValidateToken_Response_1>
</Body>
</Envelope>

4.6.3 JSON Sample Request - Validating a Token


{
"ValidateToken_Request_1": {
"ApplicationID": "[AppID]",
"Token": "[service token]"
}
}

4.6.4 JSON Sample Response - Validating a Token


{
"ValidateToken_Response_1": {
"Expiration": "[token expiration YYYY-MM-DDTHH:MM:SS]",
"Valid": "true"
}
}

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4.7 Resetting Password


Using this operation you change/reset password for the current service user.

4.7.1 XML Sample Request - Resetting Password

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
TokenManagement/TokenManagement.svc/Anonymous</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/TokenManagement_1/SetPassword_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<SetPassword_Request_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1">
<ApplicationID>[AppID]</ApplicationID>
<Username>[your_username]</Username>
<OldPassword>[old_password]</OldPassword>
<NewPassword>[new_password]</NewPassword>
</SetPassword_Request_1>
</Body>
</Envelope>

4.7.2 XML Sample Response - Resetting Password

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2006/05/01/webservices/rkd/TokenManagement_1/SetPassword_1_Reply
</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<SetPassword_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
TokenManagement_1"/>
</Body>
</Envelope>

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4.7.3 JSON Sample Request - Resetting Password

{
"SetPassword_Request_1": {
"ApplicationID": "[AppID]",
"Username": "[your_username]",
"OldPassword": "[olpassword]",
"NewPassword": "[newpassword]"
}
}

4.7.4 JSON Sample Response - Resetting Password


{
"SetPassword_Response_1": {
}
}

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5.1 Unique Message Identifier
To help debug any problems that occur, your application should include a unique message identifier in the SOAP header of each request to
Refinitiv Knowledge Direct API. For example:

5.1.1 XML Sample Request - Using MessageID

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
SignificantDevelopments/SignificantDevelopments.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>

Refinitiv Knowledge Direct logs each message ID. The Refinitiv Knowledge Direct API also returns the message ID in the SOAP header of
the response. Example below.

5.1.2 XML Sample Response - MessageID in the SOAP Header

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2006/05/01/webservices/rkd/
SignificantDevelopments_1/GetSignificantDevelopments_1Response</a:Action>
<a:RelatesTo>[Unique Message ID]</a:RelatesTo>

Your application should log the message ID. When you contact Refinitiv for support, include the message ID in your problem description.
For coding suggestions, see Coding Examples.

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6.1 Overview
The Refinitiv Analytics service allows the users to retrieve analytics values and related currencies and dates. Analytics are available for
equity instruments on company-level (e.g. Debt to Assets), issue-level (e.g. Dividend Cover) and market-level (e.g. 1 Year Price % Change),
and for indices (at issue-level; e.g. Index Volume).
The following operations are available in the Analytics service:
Get Analytics (GetAnalytics_1) - provides the analytic values and associated information for a given entity.
Get Analytic IDs (GetAnalyticIDs_1) - provides the list of permissible analytics, in the form of Analytics IDs.

6.2 Authentication/Authorization, Service Endpoint, and Required Headers

6.2.1 Authorization
All requests to the Refinitiv Analytics service require an authorization token.
For details, see Understanding Authentication Tokens.

6.2.2 Authentication
Refinitiv Analytics service uses Refinitiv impersonation tokens for each effective user. In this case, Refinitiv must create each user before
your application authenticates them. Unmanaged effective users are not supported in Refinitiv Analytics service.
For additional information, see Creating a Token.

6.2.3 Service Endpoint

Refinitiv Analytics Endpoint


http://api.rkd.refinitiv.com/api/Analytics/Analytics.svc

6.2.4 Required Header

Required HTTP Headers


POST /2010/03/17/Analytics.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com
Content-Length: [length]

6.2.5 Analytics WSDL

http://api.rkd.refinitiv.com/schemas/Analytics/wsdl/Analytics_1_HttpAndRKDToken.wsdl

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6.3 Getting Analytics (GetAnalytics_1)


The users can use the GetAnalytics_1 request to retrieve analytic values and associated information for a given entity.
The example below requests analytic values for 'IBM.N' (RIC as identifier) and 'ALPHA' analytic ID.

6.3.1 XML Sample Request - Getting Analytics

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Analytics/Analytics.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2010/03/17/
webservices/rkd/Analytics_1/GetAnalytics_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetAnalytics_Request_1 xmlns=”http://www.reuters.com/ns/2010/03/17/webservices/rkd/
Analytics_1”
xmlns:pf="http://www.reuters.com/ns/2010/03/17/webservices/rkd/Analytics_1_PublicForm">
<IdentifyingBlock>
<pf:Identifier identifierType="RIC">IBM.N</pf:Identifier>
</IdentifyingBlock>
<ConfigurationBlock>
<AnalyticID>ALPHA</AnalyticID>
</ConfigurationBlock>
</GetAnalytics_Request_1>
</Body>
</Envelope>

6.3.2 Description of Attributes

ATTRIBUTE DESCRIPTION

Identifier RIC (Reuters Instrument Code).

AnalyticID Defines specific analytic type. It's possible to specify multiple Analytic IDs.

PickListCSV If you want to restrict the data items returned by the response, enter a comma-
separated list of the items you want to be retrieved.

The response returns the following information.

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6.3.3 XML Sample Response - Getting Analytics

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2009/10/01/webservices/rkd/Analytics_1/GetAnalytics_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>
<Body>
<GetAnalytics_Response_1 timeStamp="2010-04-09T10:57:06.609375+00:00" xmlns="http://
www.reuters.com/ns/2010/03/17/webservices/rkd/Analytics_1">
<ResponseItem>
<Content>
<RIC>IBM.N</RIC>
<SnapshotDate>2010-03-17</SnapshotDate>
<Analytic>
<AnalyticID>ALPHA</AnalyticID>
<Value>0.006529686063557</Value>
</Analytic>
</Content>
</ResponseItem>
</GetAnalytics_Response_1>
</Body>
</Envelope>

If the user specifies an incorrect "PickListCSV" parameter in the request, the application returns a "blank" response.

6.3.4 XML Sample Response - Blank Response

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2009/10/01/webservices/rkd/Analytics_1/GetAnalytics_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>
<Body>
<GetAnalytics_Response_1 timeStamp="2010-05-14T11:08:01.796875+00:00" xmlns="http://
www.reuters.com/ns/2010/03/17/webservices/rkd/Analytics_1">
</GetAnalytics_Response_1>
</Body>
</Envelope>

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6.4 Getting Analytic IDs (GetAnalyticIDs_1)


Use the GetAnalyticIDs_1 request to get the list of the permissible analytics, in the form of Analytic IDs.

6.4.1 XML Sample Request - Getting Analytic ID

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Analytics/Analytics.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2010/03/17/
webservices/rkd/Analytics_1/GetAnalyticIDs_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetAnalyticIDs_Request_1 xmlns="http://www.reuters.com/ns/2010/03/17/webservices/rkd/
Analytics_1">
</GetAnalyticIDs_Request_1>
</Body>
</Envelope>

The users do not need to specify any request parameters and the response returns all available analytic IDs.
The response returns the following information:

6.4.2 XML Sample Response - Getting Analytics IDs

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2009/10/01/webservices/rkd/Analytics_1/GetAnalytics_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>
<Body>
<GetAnalyticIDs_Response_1 timeStamp="2010-04-09T10:55:47.203125+00:00" xmlns="http://
www.reuters.com/ns/2010/03/17/webservices/rkd/Analytics_1">
<ResponseItem>
<AnalyticID>ADXR_14D</AnalyticID>
...
<AnalyticID>BETA</AnalyticID>
<AnalyticID>BVPS</AnalyticID>
<AnalyticID>CAPITAL_RATIO_TIER1</AnalyticID>
...
<AnalyticID>TOTAL_ASSETS</AnalyticID>
...
<AnalyticID>VOLATILITY_90D</AnalyticID>
</ResponseItem>
</GetAnalyticIDs_Response_1>
</Body>
</Envelope>

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7.1 Overview
The Authors Reference service is used to search for individual or multiple analysts, based on various user-defined attributes and criteria.
The following operations are available through the Authors Reference service:

• Authors List (AuthorsList_1): Retrieves a list of analysts from the Analyst database.

• PersonsList (PersonsList_1): Retrieves a list of people from the Analyst database.

• Get Related Accounts (GetRelatedAccounts_1): Retrieves accounts related to an analyst.

• Get Teams (GetTeams_1): Retrieves the following information about teams of analysts.

7.2 Authentication/Authorization

7.2.1 Authorization
All requests to the Authors Reference web service require an authorization token. For details, see Understanding Authentication Tokens.

7.2.2 Authentication
Authors Reference uses Refinitiv impersonation tokens for each effective user. In this case, Refinitiv must create each user before your
application authenticates them. Unmanaged effective users are not supported in Authors Reference.
For additional information on creating a ServiceToken, see Creating a Token.

7.2.3 Service Endpoint, Required Headers and WSDL

Authors Reference Endpoint


http://api.rkd.refinitiv.com/api/Authorsref/Authorsref.svc

Required HTTP Headers


POST api/Authorsref/Authorsref.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com
Content-Length: [length]

WSDL
http://api.rkd.refinitiv.com/schemas/Authorsref/wsdl/Authorsref_1_HttpAndRKDToken.wsdl

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7.3 Requests and Responses

7.3.1 Authors List (AuthorsList_1)


The AuthorsList_1 request retrieves a list of analysts from the Analyst database, according to the parameters provided.
You can use the following criteria options to narrow down your search:
• Required Info: This criteria indicates what information should exist in the returned author record. The options are:
- Basic
- ctb
- Education
- Categorization
- Contrib Strings
- Event
- Team Info
• Basic Search: You can use this search criteria to filter on basic information concerning the author. You can specify the following
information:
- nameSuffix
- middleName
- firstName
- lastName
- personID
- uid
- authorCode
- Specialty
• ctb Search: This criteria lets you search for a specific contributor ID.
• Contributor String Search: This criteria allows you to search a contributors information for specified text.
The following example shows how to retrieve the first ten authors with information written in English.

7.3.1.1 XML Sample Request - Get Authors List

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Authorsref/Authorsref.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2008/01/12/
webservices/rkd/Authorsref_1/AuthorsList_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<AuthorsList_Request_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1" rowcount="10" dstLangID="en" useMasterDB="true" returnStarmineID="false">
<authorSearchCriterion />
</AuthorsList_Request_1>
</Body>
</Envelope>

The following table describes the attributes that can be used in the request:

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ATTRIBUTE DESCRIPTION

rowcount Defines number of records to be retrieved.

startrow Defines the starting row which records are to be retrieved.

dstLangID Defines default language.

useMasterDB Defines whether to retrieve records from the Master DB.

returnStarmineID Defines whether to retrieve Starmine ID's for authors. This allows clients who
are migrating from Starmine products to map the authors from their Starmine
product to the ones on Refinitiv Knowledge Direct API.

7.3.1.2 XML Sample Response - Get Authors List (Basic Search)


The response returns the Author Code and User Id of the requested analysts.

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2008/01/12/webservices/rkd/Authorsref_1/AuthorsList_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>
<Body>
<AuthorsList_Response_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<AuthorsListResponse>
<author authorCode="3ZLM" uid="30167697" />
<author authorCode="3IS4" uid="30145973" />
<author authorCode="35T6" uid="30129218" />
<author authorCode="35TU" uid="30129242" />
<author authorCode="3CDH" uid="30137681" />
<author authorCode="3CDI" uid="30137682" />
<author authorCode="3CDJ" uid="30137683" />
<author authorCode="3CK8" uid="30137922" />
<author authorCode="3ECX" uid="30140247" />
<author authorCode="3ECZ" uid="30140249" />
</AuthorsListResponse>
</AuthorsList_Response_1>
</Body>
</Envelope>

7.3.2 Persons List (PersonsList_1)


The PersonsList_1 request retrieves a list of people from the Analyst database.
You can use the following criteria options to narrow down your search:
• Required Info: This criteria indicated what information should exist in the returned author record. The options are:
- Basic
- ctb
- Education
- Categorization
- Contrib Strings
- Event

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- Team Info
• Basic Search: You can use this search criteria to filter on basic information concerning the author. You can specify the following
information:
- nameSuffix
- middleName
- firstName
- lastName
- personID
- uid
- authorCode
- Specialty
• ctb Search: This criteria lets you search for a specific contributor ID.
• Contributor String Search: This criteria allows you to search contributors information for specified text.
The following example shows how to retrieve person list.

7.3.2.1 XML Sample Request - Get Persons List

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Authorsref/Authorsref.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2008/01/12/
webservices/rkd/Authorsref_1/PersonsList_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<PersonsList_Request_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1" rowcount="5" dstLangID="en" useMasterDB="true">
<authorSearchCriterion />
</PersonsList_Request_1>
</Body>
</Envelope>

The following table describes the attributes that can be used in the request:

ATTRIBUTE DESCRIPTION

rowcount Defines number of records to be retrieved.

startrow Defines the row starting which records are to be retrieved.

dstLangID Defines default language.

useMasterDB Defines whether to retrieve records from the Master DB.

returnStarmineID Defines whether to retrieve Starmine ID's for authors. This allows clients who
are migrating from Starmine products to map the authors from their Starmine
product to the ones on Refinitiv Knowledge Direct API.

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7.3.2.2 XML Sample Response - Get Persons List


The response returns the Person Id of the requested people.

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2008/01/12/webservices/rkd/Authorsref_1/PersonsList_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>
<Body>
<PersonsList_Response_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<AuthorsListResponse>
<person personID="3RHY" />
<person personID="3RRA" />
<person personID="3ZLM" />
<person personID="3IS4" />
<person personID="3CDH" />
</AuthorsListResponse>
</AuthorsList_Response_1>
</Body>
</Envelope>

NOTE: In the Analyst Database, an analyst is associated with a company, whereas a person is not identified with any specific company. This
makes it possible to keep track of people even when they leave one company and join another.

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7.3.3 Get Related Accounts (GetRelatedAccounts_1)


The GetRelatedAccounts_1 request retrieves accounts related to an analyst from the Analyst database.
The following example shows how to retrieve related accounts.

7.3.3.1 XML Sample Request - Get Related Accounts

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Authorsref/Authorsref.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2008/01/12/
webservices/rkd/Authorsref_1/GetRelatedAccounts_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetRelatedAccounts_Request_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<company ctbID="25202" />
</GetRelatedAccounts_Request_1>
</Body>
</Envelope>

This request takes the Contribution ID as input and returns related accounts. See the example below of a sample response.

7.3.3.2 XML Sample Response - Get Related Accounts

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2008/01/12/webservices/rkd/Authorsref_1/
GetRelatedAccounts_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>
<Body>
<GetRelatedAccounts_Response_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<relatedAccounts>
<company companyName="ABN Amro Asset Management" ctbID="25202" isParent="true" />
</relatedAccounts>
</GetRelatedAccounts_Response_1>
</Body>
</Envelope>

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7.3.4 Get Teams (GetTeams_1)


The GetTeams_1 request retrieves the following information about teams of analysts from the Analyst database:
• Team ID
• Team Name
• Contributor ID
• Team description
• Team start date
• Team end date
It is possible to search for a team using the following criteria:
• Team ID
• Contributor ID
• Team Name
This request takes the Team ID as input and returns information for the team.

7.3.4.1 XML Sample Request - Get Teams

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Authorsref/Authorsref.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2008/01/12/
webservices/rkd/Authorsref_1/GetTeams_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetTeams_Request_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1" teamID="131" />
</Body>
</Envelope>

7.3.4.2 XML Sample Response - Get Teams

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2008/01/12/webservices/rkd/Authorsref_1/GetTeams_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>

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<Body>
<GetTeams_Response_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<GetTeamsResponse>
<team ctbID="234" description="A new team, made to order." endDate="2007-11-30"
startDate="2007-11-01" teamID="131" teamName="Team XYZ" />
</GetTeamsResponse>
</GetRelatedAccounts_Response_1>
</Body>
</Envelope>

The following table describes the attributes that are returned in the request:

ATTRIBUTE DESCRIPTION

ctbID Defines the Contributor Id of the company to which the analyst belongs.

description Shows the description of the team.

endDate Shows the effective end date for the team.

startDate Shows the effective start date for the team.

teamID Shows the Team ID.

teamName Shows the name of the team.

7.3.5 Listing All Authors (Analysts) from Contributor (Company)


To efficiently support administration of the many analysts in the Refinitiv database, the Authors Reference service uses a parent-child
relationship. Therefore, to list all analysts from a contributor, first you have to use the GetRelatedAccounts_1 request to find the parent. For
example:

7.3.5.1 XML Sample Request - Retrieving the Parent

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Authorsref/Authorsref.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2008/01/12/
webservices/rkd/Authorsref_1/GetRelatedAccounts_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetRelatedAccounts_Request_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<company ctbID="18185" />
</GetRelatedAccounts_Request_1>
</Body>
</Envelope>

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7.3.5.2 XML Sample Response - Retrieving the Parent

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2008/01/12/webservices/rkd/Authorsref_1/
GetRelatedAccounts_1_Reply</Action>
<RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</Header>
<Body>
<GetRelatedAccounts_Response_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<relatedAccounts>
<company ctbID="2" companyName="Merrill Lynch" isParent="true" />
<company ctbID="5" companyName="Merrill Lynch - Test for ML_002 feed"
isParent="false" />
<company ctbID="44" companyName="Merrill Lynch TEST" isParent="false" />
<company ctbID="15431" companyName="Merrill Lynch - Clara" isParent="false" />
<company ctbID="18185" companyName="Merrill Lynch International Private Client Group"
isParent="false" />
<company ctbID="29477" companyName="Merrill Lynch CFCR Contributions"
isParent="false" />
<company ctbID="40845" companyName="Merrill Lynch RIXML Test Company"
isParent="false" />
</relatedAccounts>
</GetRelatedAccounts_Response_1>
</Body>
</Envelope>

Then use the parent contributor ID to retrieve the full list of analysts. For example:

7.3.5.3 XML Sample Request - Retrieving the Full List of Analysts

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Authorsref/Authorsref.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2008/01/12/
webservices/rkd/Authorsref_1/AuthorsList_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>

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<Body>
<AuthorsList_Request_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<authorSearchRequiredInfo authorInfoType="basic" />
<authorSearchCriterion>
<basicSearch />
<ctbSearch visibleAsDisabled="false" isCurrent="true" ctbID="2" />
</authorSearchCriterion>
</AuthorsList_Request_1>
</Body>
</Envelope>

7.3.6 Requesting Active Analysts


By default, the Authors Reference service returns disabled analysts for historical purposes. To request only analysts that are not disabled,
set the <visibleAsDisabled> attribute to 'false'. For example:

7.3.6.1 XML Sample Request - Requesting Active Analysts

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Authorsref/Authorsref.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2008/01/12/
webservices/rkd/Authorsref_1/AuthorsList_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<AuthorsList_Request_1 xmlns="http://www.reuters.com/ns/2008/01/12/webservices/rkd/
Authorsref_1">
<authorSearchCriterion>
<ctbSearch visibleAsDisabled="false" ctbID="2" />
</authorSearchCriterion>
</AuthorsList_Request_1>
</Body>
</Envelope>

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8 Charts
8.1 Overview
You can use the Refinitiv Charts service to retrieve a wide range of technical charts and tabular displays generated live by the Refinitiv Data
Center analytics engine. This service provides many customizable features giving you the control of how the data is displayed.
Charting is available on an Intraday and Interday basis:

• INTERDAY lets you retrieve historical time series prices on an instrument, summarized in daily, weekly or monthly periods.

• INTRADAY lets you retrieve a time series of Intraday market prices on an instrument, summarized in periods from 1 minute to 1 hour
(configurable).
The supported time intervals (periods) for Intraday charts are: 1, 2, 3, 4, 5, 6, 10, 12, 15, 20, 30, 60 minutes.
Chart's Availability for Low Volume Instruments
Refinitiv Knowledge Direct API Charts may not render images for certain instruments because they lack trading volume which would be
needed to render data points for a chart. These are extremely rare cases and this issue only appears when instruments do not trade for
weeks at a time, and the lack of data makes it hard to render charts. However, you are still able to get price & volume information for these
instruments.

8.2 Authentication/Authorization, Service Endpoint, and Required Headers

8.2.1 Authorization
All requests to Refinitiv Charts web service require an authorization token. For details, see Understanding Authentication Tokens.

8.2.2 Authentication
Refinitiv Charts uses Refinitiv impersonation tokens for each effective user. In this case, Refinitiv must create each user before your
application authenticates them. Unmanaged effective users are not supported in Refinitiv Charts.
For additional information on creating a Service Token, see Creating a Token.

8.2.3 Service Endpoint, Required Headers and WSDL

Charts Endpoint
http://api.rkd.refinitiv.com/api/Charts/Charts.svc

Required HTTP Headers


POST /api/Charts/Charts.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com
Content-Length: [length]

WSDL
http://api.rkd.refinitiv.com/schemas/Charts/wsdl/Charts_1_HttpAndRKDToken.wsdl

8.3 Understanding Charts Request


The charts request call is broken up into the following sections:

• chartRequest: Basic chart description to indicate width, height and image type.

• TimeSeries: Defines the financial data being used in the chart.

• Analyses: Section that specifies the analysis formula used in the Chart.

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• StandardTemplate: Defines how the data is being shown in the chart.

• Scheme: A set of display properties (color, line styles etc) used within a chart to render different types of data.

NOTE:
• Refinitiv recommends using the GetChart_Request_2 request. It is the same as the GetChart_Request_1 only without the
CorporateEvents element.
• The current data point limitation is 1000.

8.3.1 Get Chart (GetChart_2)


8.3.1.1 XML Sample Request - Get Charts

<GetChart_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/
XMLSchema">
<chartRequest ReturnPrivateNetworkURL="false" Culture="en-US" Height="400" Width="500"
ImageType="PNG">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<OHLC>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</OHLC>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>

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<Delimiter>%</Delimiter>
<GridLines>None</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>All</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2015-06-30T00:00:00</First>
<Last>2016-06-30T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
</Subchart>

</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>

</Background>
<Border>

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</Border>
<GridLines>

</GridLines>
<Title>

</Title>
<Legend>

</Legend>
<XAxis>

</XAxis>
<YAxis>

</YAxis>
<Series>

</Series>

<LevelLine>

</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>

NOTE: To build a correct weekly chart, please specify a "RequestRange" within the xml <TimeSeriesRequest> tag. You can select a
StartDate and an EndDate, as an example among the possible options:

8.3.1.2 XML Sample Request - Displaying a Weekly Chart Correctly

<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
<RequestRange>
<StartDate xmlns="http://metastock.com/applications/data">1999-01-01T00:00:00</StartDate>
<EndDate xmlns="http://metastock.com/applications/data">2010-01-01T00:00:00</EndDate>
</RequestRange>
</TimeSeriesRequest>
</TimeSeries>

8.3.2 Get Charts, chartRequest Section


The chartRequest section contains the basic chart description indicating the charts width, height, image type and Title.

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8.3.2.1 XML Sample Request - Get Charts, chartRequest Section

<GetChart_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<chartRequest ImageType="BMP" Width="500" Height="400" Title="Chart Title" Culture="en-US"
DacsUser="">
...
</chartRequest>
</GetChart_Request_2>

ATTRIBUTE DESCRIPTION

ImageType Selects the type of image to return. The following image types are supported:
• BMP
• PNG
• JPEG
• GIF
• EMF (not supported)

Width The width of the image in pixels.

Height The height of the image in pixels.

Culture Shows culture-specific information, such as language, sublanguage, calendar, etc.

Title Title for the chart. The value in the field Title is ignored if Title Caption is added, as Title and
Title Caption parameters support the same functionality.

TimeZone To get the list of supported time zones, use the GetTimeZoneList operation.
You can also use the value 'LOCAL' to adjust data for the instrument's exchange time zone.

ReturnPrivateNetworkURL Setting this parameter to true returns PrivateNetworkURLs in response..

NOTE: The culture parameter allows the client to specify what locale and language they would like the chart to adopt. That encompasses
such settings like the language used for text labels, the formatting of the date (mm-dd-yyyy instead of dd-mm-yyyy for 'en-US' culture),
decimal separators (25.63 instead of 25,63 for 'en-US' culture), etc. The culture strings ("en-US", "pt-BR", etc) are standard across Microsoft
products and platforms. The whole graph is affected by the culture parameter, the y-axis and x-axis values are displayed differently based on
the culture, labels are different - "Date" for English vs. "Data" for Spanish, etc.

The clients do not need to specify anything other than "en-US" unless they want localized formatting and/or strings. Keep in mind that if you
specify your 'culture' parameter, the chart may not display properly because chart data may not be translated for the specified culture.

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8.3.3 Get Charts, TimeSeries Section


TimeSeries section is used to indicate the data used in the chart. You can create multiple data sets that can be used in later sections simply
by entering their reference id that is set for each data set in this section.

8.3.3.1 XML Sample Request - Get Charts, TimeSeries Section

<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>VOD.L</Symbol>
<Reference>d2</Reference>
</TimeSeriesRequest>
</TimeSeries>

PARAMETER DESCRIPTION

DataProvider This field indicates which data provider to request data from. Leaving this blank defaults
to the default data provider.

NOTE: Currently default and custom data providers are supported. If the value is empty,
the default TimeSeries provider is used. For custom data provider usage, see Building a
Chart Based on Custom Time Series Data section.

FeedID This field indicates which feed of the data provider to request data from. Leaving this
blank defaults to the default feed.

Field This is the field of data that we should retrieve for the symbol (RIC). Leaving this blank
uses the default field of the symbol.

Symbol The symbol (RIC) to request data for.

Reference This is the name (or id) that the analyses references to indicate what data they are using.
This needs to be a unique value.

Request Range Defines the data periods/points requested.

NOTE: If empty - 1000 points range is used for a chart by default.

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8.3.4 Analyses
This section of the Charts Request gives the ability to analyze information provided in TimeSeries section and indicate how it should be
graphed. You are able to analyze and graph multiple data sets.
For a full list of supported Analyses see section Analyses List.

8.3.4.1 XML Sample Request - Get Charts, Analysis Section

<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Line>
<Instrument1>
<Reference>d2</Reference>
</Instrument1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1m</Reference>
<MACD>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</MACD>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2m</Reference>
<MACD>
<Instrument1>
<Reference>d2</Reference>
</Instrument1>
</MACD>
</Analysis>
</Analyses>

PARAMETER DESCRIPTION

Analysis Contains analysis information.

This is the name (or ID) that the Template references to indicate where this analysis should be drawn
Reference on the chart. This must be a unique value.

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PARAMETER DESCRIPTION

Analysis Type Section This section indicates the type of the analysis you are running. For a full list of Analyses see section
Analyses List.
<[Analysis Code]>
This element contains the following information:
• Instrument1: Defines what data is used in the current instance of the analysis through the
following children elements.
• Action: Selects which column of data to use for the analysis: Valid values are (empty),
Open, High, Low, Close and Volume. Leaving it blank indicates to use the default column of
data (Close).
• Reference: This defines the data to use. This needs to match one of the data requests or
custom data "Reference" properties as defined in TimeSeries section.
• Series1: This is the number of series that the analysis draws on the chart. Some analyses
produce more than one series to draw (Bollinger Bands produce three lines to be drawn). This
allows you to change the type of drawing of the series. However, not all analysis allow all drawing
styles. (BarOHLC only allows OHLC drawing, Candle only allows Candle). Series consists of the
following child elements:
• Name: This is the name of the series to draw. Valid names are OHLC, HLC, HL, Candle,
Line, Dot, FilledLine, Spline, FilledSpline, Stepped, FilledStepped, Forest, and
LinkedForest.

NOTE: Not all names are valid for all analyses.

• Symbol: This is the symbol to draw at each data point. This is ignored for OHLC, HLC, HL,
and Candle. The Possible values are (empty), None, Square, Diamond, UpArrow,
DownArrow, and Circle.

This is the name (or ID) that the Template references to indicate where this analysis should be drawn on the chart. This must be a unique
value.

8.3.5 StandardTemplate
In the StandardTemplate section, you setup the structure and options of the chart. This is where the options, number of sub-charts, y-axes
and placement of analyses are determined. You can enter one or more sub-charts each based on their own analysis and settings.

8.3.5.1 XML Sample Request - Get Charts, StandardTemplate Section

<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>

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<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>None</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>All</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2007-04-17T00:00:00</First>
<Last>2007-05-24T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a1</Reference>
<LevelLine>Decimal</LevelLine>
<CorporateEventsReference>[value]></CorporateEventsReference>
<CorporateEventsVisible>CapitalChange</CorporateEventsVisible>
</Analysis>
</YAxis>
</Subchart>
...
</StandardTemplate>

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PARAMETER DESCRIPTION

Title The chart has an area at the top of its window reserved for the display of a textual title. This area is
divided into two parts: the title caption and the date range display. The title caption shows the current
interval of the X-Axis and the analyses that are in the chart. The date range shows the first and last
date of the data that is currently displayed in the chart, and the time zone of the X-Axis. The following
child elements give you further control of the Title:
• Caption: Caption contains the following elements:
• Visible: You can hide or show the caption by setting it to true or false.
• Customize: Rather than show the default information you can put in your own text.
• Range: Contains the following element to show or hide the Range part of the Title.
• Visible: You can hide or show the Range part of the title by setting this element to true or
false.

Legend Legend contains information from all sub-charts and is shown transparently inside or outside the
chart. Contains the following elements:
• Visible: You can show or hide the legend by setting this to true or false.
• Information: You can choose to display the legend in one of the following three ways:
• Long:
example view: Cndl; YHOO.O; Last Trade
2005-03-18; 404.75; 405.87; 401; 403.5
SMA; YHOO; 14
• Short:
example view: Cndl; YHOO.O; 2005-03-18; 404.75; 405.87; 401; 403.5
• Minimum:
example view: Cndl; 403.5
• Layout: Style of display that can be set to one of the following three choices:
• MultiLine: This stacks all legend entries on top of each other. This is the default setting.
• SingleLine: All legend entries for all analyses are on a single row. Only one row can be
used, even if it does not fit horizontally on the chart. It makes sense to use Short or
Minimum format when using this option.
• WrappedLine: Like single row, except wraps the text when it hits the right edge of the screen
and start a new row.
• Position: This indicates where the legend should appear. The three options are:
• Above
• Below
• Overlaid

Instrument Defines if the instrument is based on:


• Symbol
• FeedSymbol
• Name

Delimiter Defines the feed delimiter. Delimiter works only in combination with Feed Symbol value.

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PARAMETER DESCRIPTION

GridLines • Defines how to show the grid lines on the Chart. The choices are:
• None
• Vertical
• Horizontal
• Both

YAxisMarkers Defines the Y-Axis marker style. The possible choices are:
• None
• Diamond
• Label

YAxisTitles Defines the Y-Axis title style. The possible choices are:
• None
• Type
• Currency
• Unit
• DisplayUnit
• All

Brand Option to display a brand to show that it is a MetaStock or a Refinitiv chart. The brand is displayed in
the lower-right hand corner of the chart, below the x-axis.

Interval Specifies the data intervals. Contains the following elements:


• CommonType: Specifies the type of the interval. The choices are:
• Minutes
• Hours
• Days
• Weeks
• Months
• Quarters
• Years
• Multiplier: The interval of the unit defined in Common type. The multipliers are defined for the
intervals as follows:
• Minutes: 60, 30, 20, 15, 12, 10, 6, 5, 4, 3, 2, 1
• Hours: 1, 2, 3, 4, 6, 8, 12, 24
• Days: 1
• Weeks: 1
• Months: 1, 3, 12
• Quarters: 1, 4
• Years:1

ShowNonTradedPeriods You can hide or show Non Traded Periods by setting this element to true or false.

ShowHolidays You can hide or show Holidays by setting this element to true or false.

ShowGaps You can hide or show Gaps by setting this element to true or false.

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PARAMETER DESCRIPTION

XAxis Defines X-Axis style. Contains the following elements:


• Visible: You can show or hide the X-Axis by setting this to true or false.
• Position: This indicates where the X-Axis must appear. The two possible options are:
• Bottom
• Top
• Range: Defines the range of the data displayed in the chart. The possible options are:
• Default: This parameter displays the amount of data that best fits in a chart.
• All: This parameter displays all data.
• Fixed: This parameter displays the data for the entered period of time.
• Last: This parameter displays the data for the last specified period of time.
• Points: This parameter displays the fixed number of data points.

NOTE: The Charts service is limited to return only 1000 data points. To request a longer data range,
see section Creating Chart for the Past 10 Years. The X-Axis range parameter in a chart can't be a
period lower than what is specified for the chart Interval. So, for weekly charts (interval specified as
"Weeks"), the X-Axis range parameter must be "Week" or higher, for example "Month" or "Quarter" or
"Year".

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PARAMETER DESCRIPTION

SubChart Option to display a Subchart and define its style. Contains the following elements:
• Weight: Indicates the relative size of a sub-chart in the Chart.
• YAxis: Defines Y-Axis style.
• Visible: You can show or hide Y-Axis by setting this element to true or false.
• Position: This indicates where Y-Axis must appear. Two possible options are:
• Left
• Right
• Invert: You can choose to invert Y-Axis by setting this element to true or false.
• Logarithmic: You can choose to display Y-Axis in a logarithmic scale by setting this element to
true or false.
• Display: This defines how Y-Axis display units are displayed: The possible options are:
• Automatic: Automatic adjustment of units.
• Decimal: Decimal display units.
• Fraction: Fractional display units.
• Financial: Financial display units.
• Range: This determines minimum and maximum values to be displayed on the Y-Axis. The
possible options are:
• Automatic: Y-Axis automatically chooses a minimum and maximum values.
• Fixed: You can specify fixed values for minimum and maximal values.
• Relative: You can define a range of data for the Y-Axis to display around the last data point
shown in the chart.
• Analysis
• Reference: This is the name (or ID) of the data set you specified in Time Series.
• LevelLine: This element allows to specify the placement of level lines defined by the
integrator.
• CorporateEventsReference: This is the ID of corporate events that the Template references
to indicate which events must be drawn on the chart.
• CorporateEventsVisible: This element allows to display corresponding corporate events.
- None
- Capital Change
- Dividend
- Earnings
- All

NOTE: CorporateEvents are not supported in the Get_Charts_2 request.

8.3.6 Scheme
The Scheme section defines display properties (color, line styles etc) used within a chart to render different types of data. You are able to set
the display properties for the following items:
• Background
• Border
• GridLines
• Title

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• Legend
• XAxis
• YAxis
• TimeSeries information

8.3.6.1 XML Sample Request - Get Charts, Scheme Section

<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Solid</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>

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<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>Black</Named>

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</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
...

PARAMETER DESCRIPTION

Background Specifies the style of chart's background.

Border Specifies the style of chart's borders.

GridLines Specifies the display settings for the gridlines.

Title Specifies the display settings of the text shown in the title caption.

Legend Specifies the style of chart's legend.

XAxis Specifies the display settings for chart's X-Axis.

YAxis Specifies the display settings for chart's Y-Axis.

Series Specifies the display settings for chart's time series.

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8.3.7 Retrieving 1Y Interday Stock Chart


The following request demonstrates how to retrieve the 1Y Interday Stock Chart.

8.3.7.1 XML Sample Request - Retrieve 1Y Interday Stock Chart

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>

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<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>None</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>Type</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days
</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2006-08-01T00:00:00</First>
<Last>2007-08-01T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>

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<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Gradient</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<RGB>51;0;153</RGB>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>Vertical</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>

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<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>White</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>White</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>255;0;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>

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</Series>
...
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

8.3.7.2 XML Sample Response - Retrieve 1Y Interday Stock Chart

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1/GetChart_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</s:Header>
<s:Body>
<GetChart_Response_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<ChartImageResult Server="api.rkd.refinitiv.com" Tag="5294F1E4824573D245D091494AE60346"
Url="http://api.rkd.refinitiv.com/api/charts/3139392E3234392E33332E3135/7-Sep-2007_01-
33-29PM/5294F1E4824573D245D091494AE60346.ashx"/>
</GetChart_Response_2>
</Body>
</Envelope>

NOTE: After the chart is generated, it is available for 5 minutes at the specified URL.

The following is an example of a successfully built chart:

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8.3.8 Retrieving 1Y Interday Stock Chart with Index Comparison


The following request demonstrates how to retrieve the 1Y Interday Stock Chart with Index Comparison.

8.3.8.1 XML Sample Request - Retrieve 1Y Interday Stock Chart with Index Comparison

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">

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<Symbol>.DJI</Symbol>
<Reference>d2</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Line>
</Analysis>
...
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a3</Reference>
<Line>
<Instrument1>
<Reference>d2</Reference>
</Instrument1>
</Line>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>Both</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>Type</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>

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<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2006-08-01T00:00:00</First>
<Last>2007-08-01T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
</Subchart>
...
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Hatch</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>Horizontal</HatchStyle>

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<GradientMode>Horizontal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>

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<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>255;0;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
...
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>

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<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

8.3.8.2 XML Sample Response - Retrieve 1Y Interday Stock Chart with Index Comparison

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1/GetChart_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</s:Header>
<s:Body>
<GetChart_Response_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<ChartImageResult Server="api.rkd.refinitiv.com" Tag="9B922A44A2DB3405CD20BF63F0EBD75F"
Url="http://api.rkd.refinitiv.com/api/charts/3139392E3234392E33332E3135/7-Sep-2007_04-
29-29PM/9B922A44A2DB3405CD20BF63F0EBD75F.ashx"/>
</GetChart_Response_2>
</Body>
</Envelope>

NOTE: After the chart is generated it is available for 5 minutes at the specified URL.

The following is an example of a successfully built chart:

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8.3.9 Retrieving 1Y Interday Percent Change Stock Chart with Index Comparison
The following request demonstrates how to retrieve the 1Y Interday Percent Change Stock Chart with Index Comparison.

8.3.9.1 XML Sample Request - Retrieve 1Y Interday Percent Change Stock Chart with Index Comparison

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">

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<Symbol>.DJI</Symbol>
<Reference>d2</Reference>
</TimesSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<PctCng>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
<PercentChangeSelector>SpecifiedDate</PercentChangeSelector>
<SpecifiedDate>2006-08-01T00:00:00</SpecifiedDate>
</PctCng>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a3</Reference>
<PctCng>
<Instrument1>
<Reference>d2</Reference>
</Instrument1>
<PercentChangeSelector>SpecifiedDate</PercentChangeSelector>
<SpecifiedDate>2006-08-01T00:00:00</SpecifiedDate>
</PctCng>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>Both</GridLines>
<YAxisMarkers>None</YAxisMarkers>

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<YAxisTitles>None</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2006-08-01T00:00:00</First>
<Last>2007-08-01T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>6</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>

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<BackgroundMode>Hatch</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>Horizontal</HatchStyle>
<GradientMode>Horizontal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<RGB>0;51;0</RGB>
</Color>
<Family>Arial</Family>

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<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<RGB>0;51;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<RGB>0;51;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<RGB>0;51;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<RGB>0;51;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>0;102;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
...
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>

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<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

8.3.9.2 XML Sample Response - Retrieve 1Y Interday Percent Change Stock Chart with Index Comparison

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1/GetChart_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</s:Header>
<s:Body>
<GetChart_Response_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<ChartImageResult Server="api.rkd.refinitiv.com" Tag="7089F648B00DF2D96764F5D0BB54F445"
Url="http://api.rkd.refinitiv.com/api/charts/3139392E3234392E33332E3135/10-Sep-
2007__11-43-46AM/7089F648B00DF2D96764F5D0BB54F445.ashx"/>
</GetChart_Response_2>
</Body>
</Envelope>

NOTE: After the chart is generated it is available for 5 minutes at the specified URL.

The following is an example of a successfully built chart:

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8.3.10 Retrieving 5 Day Intraday Dual Stock Chart with Simple Moving Average
The following request demonstrates how to retrieve the 5 Day Intraday Dual Stock Chart with Simple Moving Average.

8.3.10.1 XML Sample Request - Retrieve 5 Day Intraday Dual Stock Chart with Simple Moving Average

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>MSFT.O</Symbol>
<Reference>d2</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<OHLC>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</OHLC>
</Analysis>
...
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>sma</Reference>
<SMA>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</SMA>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>

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<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Short</Information>
<Layout>WrappedLine</Layout>
<Position>Below</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>None</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>Type</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Hours</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2007-07-23T00:00:00</First>
<Last>2007-08-01T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
<YAxis>
<Visible>true</Visible>
<Position>Left</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>

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<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a3</Reference>
</Analysis>
</YAxis>
<YAxis>
<Visible>false</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>sma</Reference>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Solid</BackgroundMode>
<StartColor>
<Named>Black</Named>
</StartColor>
<EndColor>
<Named>Black</Named>
</EndColor>
<HatchStyle>Horizontal</HatchStyle>
<GradientMode>Horizontal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>

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<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<RGB>255;255;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>LightGray</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>LightGray</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>LightGray</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>LightGray</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>

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<Major>
<Color>
<Named>LightGray</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>LightGray</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>LightGray</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>51;255;255</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
...
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>

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<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

8.3.10.2 XML Sample Response - Retrieve 5 Day Intraday Dual Stock Chart with Simple Moving Average

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1/GetChart_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</s:Header>
<s:Body>
<GetChart_Response_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<ChartImageResult Server="api.rkd.refinitiv.com" Tag="54058FAB0E171AE4277E62119F356278"
Url="http://api.rkd.refinitiv.com/api/charts/3136372E37362E3132332E313037/10-Sep-
2007_01-19-19PM/54058FAB0E171AE4277E62119F356278.ashx"/>
</GetChart_Response_2>
</Body>
</Envelope>

NOTE: Most charts are available for 5 minutes at the specified URL, while one-minute charts - for 20 seconds, and five-minute charts - for 1
minute.

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The following is an example of a successfully built chart:

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8.3.11 Retrieving 1 Day Intraday Stock Chart


The following request demonstrates how to retrieve the 1 Day Intraday Stock Chart.

8.3.11.1 XML Sample Request - Retrieve 1 Day Intraday Stock Chart

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>IBM.N</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
<Series1>
<Name>FilledLine</Name>
</Series1>
</Line>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>

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<Delimiter>%</Delimiter>
<GridLines>Both</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>Type Currency</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Minutes
</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1
</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2007-08-01T00:00:00</First>
<Last>2007-08-02T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>1</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Solid</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>

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<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>

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<Major>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<RGB>51;0;102</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>51;0;102</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
<FillColor>
<RGB>51;0;153</RGB>
</FillColor>
<FillStyle>Percent90</FillStyle>
</Series>
...
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>

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<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

8.3.11.2 XML Sample Response - Retrieve 1 Day Intraday Stock Chart

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" mustUnderstand="1">http://
www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1/GetChart_1_Reply</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</RelatesTo>
</s:Header>
<s:Body>
<GetChart_Response_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<ChartImageResult Server="api.rkd.refinitiv.com"
Tag="442B938C49A9B8A80FA14EF2EACA7F76"Url="http://api.rkd.refinitiv.com/api/
charts/3136372E37362E3132332E313037/10-Sep-2007_01-59-59PM/
442B938C49A9B8A80FA14EF2EACA7F76.ashx"/>
</GetChart_Response_2>
</Body>
</Envelope>

NOTE: Most charts are available for 5 minutes at the specified URL, while one-minute charts - for 20 seconds, and five-minute charts - for 1
minute.

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The following is an example of a successfully built chart:

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8.4 Understanding Charts Response


When a valid chart request is sent the chart is created with a unique Tag by which it can be retrieved.

NOTE: Most charts are available for 5 minutes at the specified URL, while one-minute charts - for 20 seconds, and five-minute charts - for 1
minute.

<s:Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<s:Header>
<a:Action xmlns="http://www.w3.org/2005/08/addressing" s:mustUnderstand="1"> http://
www.reuters.com/ns/2006/05/01/webservices/rkd/http://www.reuters.com/ns/2006/05/01/
webservices/rkd/
</a:Action>
<a:RelatesTo xmlns="http://www.w3.org/2005/08/addressing">[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<GetChart_Response_2 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Charts_1">
<ChartImageResultServer ="[server]" Tag="A8A 510A D 1879D 3DA 8C DB7F F 4D 02B0BF A"
Url="http://[server]/api/charts/31302E 39302E 312E 3837/19-Jun-2007_10-03-44PM/A 8A 510A D
1879D 3DA 8C DB7F F 4D 02B0BFA.ashx"/>
</GetChart_Response_2>
</Body>
</Envelope>

ATTRIBUTE DESCRIPTION

Server Server where the image is locted.

Tag Image ID.

Url Url location of the image.

NOTE: If you receive "Error Currency Conversion not supported" error, try putting different currencies on different axes in the same chart.
For example, if you plot TRIL.L and .DJI on the same axis then the second item isn't plotted and the image contains the error message
above.

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The following is an example of a successfully built chart:

8.5 Analyses List


The following is the list of Analysis you are able to perform in Charts.

CODE ANALYSIS NAME

AbsCng Absolute Change

HL Bar - High/Low

HLC Bar - High/Low/Close

OHLC Bar - Open/High/Low/Close

BBand Bollinger Bands

Candle Candle

ChkMF Chaikin Money Flow

CCI Commodity Channel Index

Envlp Envelopes Percentage

Invrs Inverse

Line Line

MACD MACD

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CODE ANALYSIS NAME

MACDF MACD Forest/Histogram

MdnP Median Price

Mom Momentum

EMA Moving Average - Exponential

SMA Moving Average - Simple

WMA Moving Average - Weighted

OBV On Balance Volume

OBVW On Balance Volume - Weighted

Osc Oscillator

PctCng Percent Change

PctR Percent R

ROC Rate of Change

Ratio Ratio

IPP Indexed Price Performance/Rebasing

RelPrf Relative Performance

RSI Relative Strength Index

Spread Spread (Views)

StochF Stochastics - Fast

StochS Stochastics - Slow

VltyCC Volatility Close-to-Close

Vol Volume

WClose Weighted Close

Yield Yield

Yield Spread Yield Spread

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8.6 How to Build a Chart


This chapter provides instructions and request examples that will help you build your own charts.

8.6.1 Making Chart Request


In order to build a chart, first you need to fetch data. To do so, use the Time Series section of the form in the Request Builder:

The Reference value can be any string you like (in the example above it is "d1"). You will need to use this reference when you specify the
analysis, so that the charting engine knows, which time series you want to apply to each analysis.
After you have fetched data, you can apply different analyses to it. The analysis data is then used to plot the series on the chart.

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Each analysis most commonly has one series to plot, but some may have up to three series (e.g. Bollinger Bands). This is important
because you assign colors and styles to series based on their number in the whole sequence of all series of the chart.
You can specify the reference for this Analysis as any string of your choice (in the example above it is "a1"). Use this reference when you
specify which subchart and axis you want to plot it on.
Ensure that the Reference you specify for the Instrument matches the reference you specified for the appropriate Time Series. In this case it
is "d1".
When you have data to plot, arrange the different series on subcharts. Each subchart is an individual set of Y-Axis (up to two independent)
and can have several series plotted on it. All subcharts share the same global X-Axis (time).
Create a subchart by using the corresponding link on the form Add Subchart.
Any subchart has the Weight property, which defines how much space it will take on the global chart, as compared to other subcharts. Add Y-
Axis using the corresponding link Add Y-Axis.
One Y-Axis can contain several analyses, you need to make sure the resulting series have the same units and close ranges of values. You
can specify the location of the axis: left or right, the range of values, and some other properties.
Add analysis to the Y-Axis using the corresponding link:

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NOTE: Use the ID you specified when creating analysis to reference it.

After you have arranged all needed analyses into the corresponding subcharts and Y-Axis, check the resulting series sequence in order to
determine the exact number of each individual line to configure the line styles respectively.

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NOTE: Sometimes the difference between values for Y-axis is too small to be displayed on a chart. In those instances, use the "Precision"
parameter of the Display element in the Subchart section which specifies the number of digits after decimal points in display unit format
(nonnegative integer only). See the following examples.

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Below is the same chart with the "Precision" parameter specified:

<Display>
<Mode>Decimal</Mode>
<Precision>6</Precision>
</Display>

NOTE: The "Precision" parameter is ignored if the "Automatic" Display Mode is selected.

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8.6.1.1 Example: Making Chart with MSFT.O and .DJI


For example we have two data fetches "d1" and "d2" (e.g. 'MSFT.O' and '.DJI'). The first one has 2 analyses applied to it "a1" and "a2"
(PctCng and Vol). The second one has only one analysis "a3" (PctCng). You want to plot PctCng for both RICs on the same subchart, and
since they have the same value units (%) and most likely the same range (from -100% to +100% as maximum) you can plot both on the
same Y-Axis. And the Vol is usually plotted on a separate subchart below the main one.
On the form, you will have something like this:
Time Series
Reference: d1
Symbol: MSFT.O
Reference: d2
Symbol: .DJI
Analyses
Reference: a1
Type: PctCng
Instrument: d1
Reference: a2
Type: Vol
Instrument: d1
Reference: a3
Type: PctCng
Instrument: d2
Chart
X-Axis
Subchart, Weight: 5
Y-Axis
Analysis 'a1'
Analysis 'a3'
Subchart, Weight: 2
Y-Axis
Analysis 'a2'
Scheme
Series, Color: Red (for TRIL.L pctcng)
Series, Color: Blue (for .FTSE pctcng)
Series, Color: Red (for TRIL.L vol)
This gives the final series sequence 'a1', 'a3', 'a2'. You should use the Series Line/Fill controls in the same order to apply the right colors to
the right lines. As a result, you get the chart that looks like this:

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8.6.1.2 XML Sample Request - Example 1 Making Chart with MSFT.O and .DJI
The XML request for creating the chart as above is the following:

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>MSFT.O</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>

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<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>.DJI</Symbol>
<Reference>d2</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<PctCng>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</PctCng>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a3</Reference>
<PctCng>
<Instrument1>
<Reference>d2</Reference>
</Instrument1>
</PctCng>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>None</GridLines>

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<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>None</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2009-04-17T00:00:00</First>
<Last>2009-05-24T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
<Analysis>
<Reference>a3</Reference>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>

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</Display>
<Range>
<Automatic>
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Solid</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family >
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>

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<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>

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<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<Named>Red</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Green</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>Red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Blue</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Blue</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>

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</Series>
<Series>
<Color>
<Named>Red</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>

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<Width>0</Width>
<FillColor>
<RGB>0;186;193</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>

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<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</ChartRequest>
</GetChartRequest_2>
</Body>
</Envelope>

8.6.1.3 Example 2: Making Chart with MSFT.O and .DJI


If you want to plot the actual prices instead of percentage change, then you will have to create two separate Y-Axis on the first subchart,
since the prices of instruments can differ very much.
Time Series
Reference: d1
Symbol: MSFT.O
Reference: d2
Symbol: .DJI
Analyses
Reference: a1
Type: Line
Instrument: d1
Reference: a2
Type: Vol
Instrument: d1

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Reference: a3
Type: Line
Instrument: d2
Chart
X-Axis
Subchart, Weight: 5
Y-Axis, Position: Right
Analysis 'a1'
Y-Axis, Position: Left
Analysis 'a3'
Subchart, Weight: 2
Y-Axis
Analysis 'a2'
Scheme
Series, Color: Red (for TRIL.L price)
Series, Color: Green (for .FTSE price)
Series, Color: Blue (for TRIL.L vol)

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But as you can see the series sequence remains the same 'a1', 'a3', 'a2'. As a result, you will get the following chart:

8.6.1.4 XML Sample Request - Example 2 Making Chart with MSFT.O and .DJI

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequestImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>MSFT.O</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>

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<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>.DJI</Symbol>
<Reference>d2</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a3</Reference>
<Line>
<Instrument1>
<Reference>d2</Reference>
</Instrument1>
</Line>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>None</GridLines>

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<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>None</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2009-04-17T00:00:00</First>
<Last>2009-05-24T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
<YAxis>
<Visible>true</Visible>
<Position>Left</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a3</Reference>

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</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Solid</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<Gridlines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</Gridelines>
<Title>

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<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>

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<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<Named>Red</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Green</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>Red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Blue</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>

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<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Blue</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Red</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>

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<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>0;186;193</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>

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</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
/GetChart_Request_2>
</Body>
</Envelope>

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8.6.1.5 Example 3: Making Chart with MSFT.O and .DJI


Let's take Bollinger Bands analysis as another more complex example. To plot it along with instrument's OHLC and volume we need one
data fetch and three analyses:
Time Series
Reference: d1
Symbol: MSFT.O
Analyses
Reference: a1
Type: OHLC
Instrument: d1
Reference: a2
Type: Vol
Instrument: d1
Reference: a3
Type: BBand
Instrument: d1
Chart
X-Axis
Subchart, Weight: 5
Y-Axis, Position: Right
Analysis 'a1'
Analysis 'a3'
Subchart, Weight: 2
Y-Axis
Analysis 'a2'
Scheme
Series, Color: Red (for price)
Series, Color: Green (for BBand upper line)
Series, Color: Blue (for BBand center line)
Series, Color: Orange (for BBand lower line)
Series, Color: Black (for vol)
Since the BBand analysis consists of three series, the resulting sequence is: 'a1', 'a3'/1, 'a3'/2, 'a3'/3, 'a2'. That means you have to configure
five styles of series styles in the corresponding order.
The result of the request we created in this example looks like this:

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The same request will look like this in XML:

8.6.1.6 XML Sample Request - Example 3 Making Chart with MSFT.O and .DJI

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequestImageType="PNG" Width="500" Height="400" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>MSFT.O</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>

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</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<OHLC>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</OHLC>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a3</Reference>
<BBand>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</BBand>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>None</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>None</YAxisTitles>
<Brand>None</Brand>
<Interval>

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<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2009-04-17T00:00:00</First>
<Last>2009-05-24T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
<Analysis>
<Reference>a3</Reference>
</Analysis>
<YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>

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<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Solid</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<Gridlines>
<Color>
<RGB>139;139;155</RGB>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</Gridlines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>

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<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<Named>Red</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>

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<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Green</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Blue</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Orange</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>

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<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>0;186;193</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>

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<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>

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<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

8.6.1.7 Creating Chart For The Past 10 Years


The Charts web service is configured to return only 1000 data points.
If you need to create a chart for the past 10 years, you need to specify an exact data range:
XML Sample Request

<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>9501.T</Symbol>
<Reference>d1</Reference>
<RequestRange>
<StartDate xmlns="http://metastock.com/applications/data">2000-09-16T00:00:00</StartDate>
<EndDate xmlns="http://metastock.com/applications/data">2010-09-16T00:00:00</EndDate>
</RequestRange>
</TimeSeriesRequest>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>VOD.L</Symbol>
<Reference>d2</Reference>
</TimeSeriesRequest>
</TimeSeries>

rather than
XML Sample Request

<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Last>

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<Type>Year</Type>
<Count>10</Count>
<Display>All</Display>
</Last>
</Range>
</XAxis>

8.6.2 Customizing Chart Appearance


There are two main ways to ensure that charts match your company's corporate brand identity, which will be described one by one later in
this section:
1. Using the color that data points are plotted in to match a color used in your brand identity, as illustrated in case 1 below.
2. Using a background gradient to match a color used in your brand identity, as illustrated in case 2 below
You can also choose the font used for text on charts.

8.6.2.1 Customizing Color for Data Series

This can be implemented by configuring the color for the appropriate data series as described below. To understand how data series are
related to the lines on the chart please go to section Making Chart Request earlier in this chapter.

NOTE: The chart above shows daily statistics for IBEX 35 INDEX.

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Configure the table scheme by performing the following steps:


1. Set the Border to the required color, line type, and line size.
2. Set the Grid Lines to the required color, line type, and line size.
3. Set the Title Caption to the required color and font type/size.
4. Set the Title Range to the required color and font type/size.
5. Set the Legend to the required color and font type/size.

XML Sample Request Customizing Color for Data Series


The request for the chart shown above is in the following XML:

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequest ImageType="PNG" Width="600" Height="350" Title="IBEX 35" Culture="es-ES">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>.IBEX</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>

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<Reference>d1</Reference>
</Instrument1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>false</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>false</Visible>
</Range>
</Title>
<Legend>
<Visible>false</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>Both</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>Unit</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2008-07-27T00:00:00</First>
<Last>2009-07-27T00:00:00</Last>
</Fixed>

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</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>6500</First>
<Last>12500</Last>
</Fixed>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
<YAxis>
<Visible>true</Visible>
<Position>Left</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>6500</First>
<Last>12500</Last>
</Fixed>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>

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</Display>
<Range>
<Fixed>
<First>0</First>
<Last>800000</Last>
</Fixed>
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
<YAxis>
<Visible>true</Visible>
<Position>Left</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>0</First>
<Last>800000</Last>
</Fixed>
</Range>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Solid</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<Named>White</Named>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>

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<RGB>204;204;204</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<RGB>204;204;204</RGB>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>

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<Major>
<Color>
<RGB>68;66;67</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Major>
<Minor>
<Color>
<RGB>68;66;67</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<RGB>68;66;67</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>153;0;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>153;0;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<Named>Red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Black</Named>

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</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;120;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>

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<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>0;186;193</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>

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<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

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8.6.2.2 Customizing Background Color

NOTE: The chart above shows daily statistics for IBEX 35 INDEX.

Configure the background color by performing the following steps:


1. Set Background Mode to Gradient 2.
2. Set Gradient Mode to Forward Diagonal.
3. Set Start Color to White.
4. Set End Color to RGB 153;0;0. You should get the following form:

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Other gradient modes available:


• Horizontal
• Vertical
• Forward Diagonal
• Backward Diagonal
• Horizontal Cycle
• Vertical Cycle
• Forward Diagonal Cycle
• Backward Diagonal Cycle
XML Sample Request - Customizing Background Color
The request for the chart shown above is in the following XML:

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequest ImageType="PNG" Width="600" Height="350" Title="IBEX 35" Culture="es-ES">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>.IBEX</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>

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<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>false</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>false</Visible>
</Range>
</Title>
<Legend>
<Visible>false</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>Both</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>Unit</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Days</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2008-07-27T00:00:00</First>
<Last>2009-07-27T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>

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<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>6500</First>
<Last>12500</Last>
</Fixed>
</Range>
<Analysis>
<Reference>a1</Reference>
</Analysis>
</YAxis>
<YAxis>
<Visible>true</Visible>
<Position>Left</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>6500</First>
<Last>12500</Last>
</Fixed>
</Range>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>0</First>
<Last>800000</Last>
</Fixed>
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>

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<YAxis>
<Visible>true</Visible>
<Position>Left</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>0</First>
<Last>800000</Last>
</Fixed>
</Range>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Gradient</BackgroundMode>
<StartColor>
<Named>White</Named>
</StartColor>
<EndColor>
<RGB>153;0;0</RGB>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>

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<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>

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</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<Named>Black</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<Named>Red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Black</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<Named>Black</Named>

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</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;120;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>
</FillColor>

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<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>0;186;193</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>
</Color>

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<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

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8.6.2.3 Other Formatting Options


This section provides information about other formatting options available in Request Builder for changing the color of lines, font, text and fill.
• Fill Format: This control configures the fill pattern and color.

Other fill pattern examples:


- 50 percent
- 90 percent
- Vertical
- Large Grid
- Forward Diagonal
- Sphere
- Wave
- Large Checker Board
• Text Format: Using this control you can set the text color and configure font:

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• Font Format: This control allows specifying font family, size and applying additional formatting, such as Bold, Italic, Underline or
Strikeout:

The following formats are available:

FONT NAME FONT NAME FONT NAME FONT NAME

Aharoni DotumChe LilyUPC PMingLiU

Andalus Estrangelo Edessa Lucida Console Raavi

Angsana New EucrosiaUPC Lucida Sans Unicode Rod

AngsanuaUPC Fiexed Miriam Transparent mangal Rod Transparent

Arabic Transparent Franklin Gothic Medium Marlett Shruti

Arial FrankRuehl Microsoft Sans Serif SimHei

Arial Black FreesiaUPC MingLiU Simplified Arabic

Batang Gautami Miriam Simplified Arabic Fixed

BatangChe Georgia MiriamFixed SimSun

Browallia New Gulim Miriam Transparent Sylfaen

BrowalliaUPC GulimChe MS Gothic Symbol

Comic Sans MS Gungsuh MS Mincho Tahoma

Cordia New GungsuhChe MS PGothic Times New Roman

CordiaUPC Impact MS PMincho Traditional Arabic

Courier New IrisUPC MS UI Gothic Trebuchet MS

David JasmineUPC MV Boli Tunga

David Transparent KodchiangUPC Narkisim Verdana

DillenialUPC Latha NSimSun Webding

Dotum LevenimMT Palatino Linotype Wingdings

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• Line Format: Use this control to select line color, style (Solid, Dash, Dash Dot, Dash Dot Dot, Dot) and thickness (in pixels):

8.6.3 More Sample Requests


This section provides two more samples of chart requests.

8.6.3.1 Case 1
The chart below shows Hourly statistics for FTSE 100 INDEX.

To get this chart, you need to pass the following request:


XML Sample Request - Making Request for Hourly FTSE 100 Index Chart

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequest ImageType="PNG" Width="700" Height="400" Culture="en-GB">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>.FTSE</Symbol>
<Reference>d1</Reference>

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</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
<Series1>
<Name>FilledLine</Name>
</Series1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>false</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Name</Instrument>
<Delimiter>%</Delimiter>
<GridLines>Horizontal</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>All</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Hours</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>

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<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2009-05-05T00:00:00</First>
<Last>2009-05-12T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a1</Reference>
<LevelLine>4462</LevelLine>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>0</First>
<Last>1000000000000</Last>
</Fixed>
</Range>
<Analysis>
<Reference>a2</Reference>
<LevelLine>2000000000000</LevelLine>

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<LevelLine>125000000000</LevelLine>
<LevelLine>250000000000</LevelLine>
<LevelLine>375000000000</LevelLine>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Gradient</BackgroundMode>
<StartColor>
<RGB>0;0;100</RGB>
</StartColor>
<EndColor>
<RGB>0;0;50</RGB>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Orange</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>

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</Range>
</Title>
<Legend>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>

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<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>255;153;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<RGB>255;153;0</RGB>
</FillColor>
<FillStyle>Percent90</FillStyle>
</Series>
<Series>
<Color>
<Named>Orange</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>5</Width>
<FillColor>
<Named>Red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>62;169;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>156;38;115</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>

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<RGB>255;120;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>0;186;193</RGB>

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</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>94;176;176</RGB>

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</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>255;102;0</RGB>
</Color>
<DashStyle>Dash</DashStyle>
<Width>2</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

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8.6.3.2 Case 2
The chart below shows daily fluctuations (in %) of HSBC HOLDINGS with HANG SENG INDEX against their respective values at the
beginning of the requested period.

To request such a chart, you must make the following request:


XML Sample Request - Making Request for Daily 0005.HK

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequest ImageType="PNG" Width="700" Height="400" Culture="en-GB">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">

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<Symbol>.FTSE</Symbol>
<Reference>d1</Reference>
</TimeSeriesRequest>
</TimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a1</Reference>
<Line>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
<Series1>
<Name>FilledLine</Name>
</Series1>
</Line>
</Analysis>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Vol>
<Instrument1>
<Reference>d1</Reference>
</Instrument1>
</Vol>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>false</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Name</Instrument>
<Delimiter>%</Delimiter>
<GridLines>Horizontal</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>All</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Hours</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">1</Multiplier>

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</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>true</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2009-05-05T00:00:00</First>
<Last>2009-05-12T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a1</Reference>
<LevelLine>4462</LevelLine>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Fixed>
<First>0</First>
<Last>1000000000000</Last>
</Fixed>
</Range>
<Analysis>

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<Reference>a2</Reference>
<LevelLine>2000000000000</LevelLine>
<LevelLine>125000000000</LevelLine>
<LevelLine>250000000000</LevelLine>
<LevelLine>375000000000</LevelLine>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Gradient</BackgroundMode>
<StartColor>
<RGB>0;0;100</RGB>
</StartColor>
<EndColor>
<RGB>0;0;50</RGB>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Orange</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>

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<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>WhiteSmoke</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>WhiteSmoke</Named>

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</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>255;153;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>2</Width>
<FillColor>
<RGB>255;153;0</RGB>
</FillColor>
<FillStyle>Percent90</FillStyle>
</Series>
<Series>
<Color>
<Named>Orange</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>5</Width>
<FillColor>
<Named>Red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>62;169;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>156;38;115</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>

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<Series>
<Color>
<RGB>255;120;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>

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<FillColor>
<RGB>0;186;193</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>

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<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>255;102;0</RGB>
</Color>
<DashStyle>Dash</DashStyle>
<Width>2</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<Named>Gray</Named>
</Color>
<DashStyle>Dash</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

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8.6.4 Building a Chart Based on Custom Time Series Data


Steps for building charts based on custom Time Series information are almost the same as for building regular charts. The only difference is
that you need specify a custom data provider and add to a request all information, including all data points, for building charts.
Specify a custom data provider by performing the following steps in Time Series section of XML Request to GetChart_1 operation:
1. Set Data Provider to CUSTOM.
2. Set Feed to C.
3. The Symbol value represents a reference to the Custom Time Series section and is supposed to be the same as the value of the
Symbol parameter in the Custom Time Series section (see the screenshots below).

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Custom Time Series functionality allows you to specify all time series data for building charts. The description of minimal set of parameters
which should be specified is given in the table below:

PARAMETER DESCRIPTION

Symbol Represents the reference to Customer Time Series section.

Field This is the field of data that needs to be retrieved for the symbol (RIC). Leaving this blank uses the
default field of a symbol (default field is Close).
NOTE: Currently, this parameter does not have an influence on the chart. For building chart based on
Open, High, Low, Close, Volume values, use the "Action" item from the Analysis section as shown in
Sample 2 later.

Field Name The name of the field which would be displayed on the chart (e.g. Last Trade (Close)).

Display Unit This defines how Y-Axis display units are displayed.

Format Format of display units. The possible options are:


• Automatic: Automatic adjustment of units.
• Decimal: Decimal display units.
• Fraction: Fractional display units.

Precision Defines the number of digits after the decimal point.

Interval Specifies the data intervals.

Type Specifies the type of the interval. The choices are:


• Minutes
• Hours
• Days
• Weeks
• Months
• Quarters
• Years

Multiplier The interval of the unit defined in Type.

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Fill in the Time Series Data section with financial information such as Date, Open, High, Low, Close and Volume for each data point:

NOTE: You do not need to input values of all items (Open, High, Low, Close, Volume) for each data point. It is enough to specify only values
for the items which will be used in building a chart.

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8.6.4.1 Sample 1
For this sample only, Close and Volume values of financial data were provided, so the Row element of Time series Data section looks like:

<ROW>
<Date>2010-07-27T14:00:00</Date>
<Close>128.59</Close>
<Volume>54100</Volume>
</ROW>

XML Sample Request - Building 30 Minutes Chart for Custom Data

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="300" Title="Chart for Custom Data"
Culture="en-US">

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<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>Custom Symbol</Symbol>
<Reference>0</Reference>
</TimeSeriesRequest>
</TimeSeries>
<CustomTimeSeries>
<TimeSeriesCustom xmlns="http://metastock.com/applications/data">
<Symbol>Custom Symbol</Symbol>
<Display Unit>
<Format>Decimal</Format>
<Precision>2</Precision>
</Display Unit>
<Interval>
<CommonType>Minutes</CommonType>
<Multiplier>30</Multiplier>
</Interval>
<TimeSeriesData>
<Row>
<Date>2010-07-27T14:00:00</Date>
<Close>128.59</Close>
<Volume>54100</Volume>
</Row>
<Row>
<Date>2010-07-27T14:30:00</Date>
<Close>128.81</Close>
<Volume>48500</Volume>
</Row>
<Row>
<Date>2010-07-27T15:00:00</Date>
<Close>128.36</Close>
<Volume>39800</Volume>
</Row>
<Row>
<Date>2010-07-27T15:30:00</Date>
<Close>128.11</Close>
<Volume>48500</Volume>
</Row>
<Row>
<Date>2010-07-27T16:00:00</Date>
<Close>128.8</Close>
<Volume>26100</Volume>
</Row>
<Row>
<Date>2010-07-27T16:30:00</Date>
<Close>128.97</Close>
<Volume>28500</Volume>
</Row>
<Row>
<Date>2010-07-27T17:00:00</Date>

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<Close>128.82</Close>
<Volume>24900</Volume>
</Row>
<Row>
<Date>2010-07-27T17:30:00</Date>
<Close>128.52</Close>
<Volume>26700</Volume>
</Row>
<Row>
<Date>2010-07-27T18:00:00</Date>
<Close>128.79</Close>
<Volume>35500</Volume>
</Row>
<Row>
<Date>2010-07-27T18:30:00</Date>
<Close>128.83</Close>
<Volume>39700</Volume>
</Row>
<Row>
<Date>2010-07-27T19:00:00</Date>
<Close>128.69</Close>
<Volume>46200</Volume>
</Row>
<Row>
<Date>2010-07-27T19:30:00</Date>
<Close>128.76</Close>
<Volume>45100</Volume>
</Row>
<Row>
<Date>2010-07-27T20:00:00</Date>
<Close>128.64</Close>
<Volume>78100</Volume>
</Row>
<Row>
<Date>2010-07-27T20:30:00</Date>
<Close>128.63</Close>
<Volume>206900</Volume>
</Row>
</TimeSeriesData>
</TimeSeriesCustom>
</CustomTimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a0</Reference>
<Line>
<Instrument1>
<Reference>0</Reference>
</Instrument1>
</Line>
</Analysis>

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<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a</Reference>
<Vol>
<Instrument1>
<Reference>0</Reference>
</Instrument1>
</Vol>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Short</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>Both</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>Currency Type</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Minutes
</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">30</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>false</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2010-07-27T00:00:00</First>
<Last>2010-07-28T00:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>

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<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a0</Reference>
</Analysis>
</YAxis>
</Subchart>
<Subchart>
<Weight>2</Weight>
<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Automatic</Mode>
</Display>
<Range>
<Automatic/>
</Range>
<Analysis>
<Reference>a</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Gradient</BackgroundMode>
<StartColor>
<RGB>255;255;255</RGB>
</StartColor>
<EndColor>
<RGB>230;230;230</RGB>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>

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<RGB>100;100;100</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>200;200;200</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<RGB>0;0;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<RGB>0;0;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<RGB>0;0;0</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<RGB>50;50;50</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>9</Size>
</Major>
<Minor>
<Color>
<RGB>50;50;50</RGB>

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</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<RGB>50;50;50</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>9</Size>
</Major>
<Minor>
<Color>
<RGB>50;50;50</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8</Size>
</Minor>
<Title>
<Color>
<RGB>50;50;50</RGB>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
<FillColor>
<RGB>0;0;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;51;255</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
<FillColor>

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<RGB>0;0;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

8.6.4.2 Sample 2
Let's build a chart based on Open field of Time Series data.
For this you should set the "Open" value in the "Action" parameter of the Analysis section by selecting which column of data to use for the
analysis:

<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Line>
<Instrument1>
<Reference>d2</Reference>
<Action>Open</Action>
</Instrument1>
<Series1>
<Name>FilledLine</Name>
</Series1>
</Line>
</Analysis>
</Analyses>

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XML Sample Request - Building 30 Minutes [Line] Chart for MSFT.O


The XML request for creating the chart as above is the following:

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">http://api.rkd.refinitiv.com/api/
Charts/Charts.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2006/05/01/
webservices/rkd/Charts_1/GetChart_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Impersonation Token]</Token>
</Authorization>
</Header>
<Body>
<GetChart_Request_2 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
Charts_1">
<chartRequest ImageType="PNG" Width="500" Height="300" Culture="en-US">
<TimeSeries>
<TimeSeriesRequest xmlns="http://metastock.com/imageserver/financial">
<Symbol>MSFT.O</Symbol>
<Reference>d2</Reference>
<Feed>C</Feed>

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<DataProvider>CUSTOM</DataProvider>
</TimeSeriesRequest>
</TimeSeries>
<CustomTimeSeries>
<TimeSeriesCustom xmlns="http://metastock.com/applications/data">
<Symbol>MSFT.O</Symbol>
<Name>Custom Data</Name>
<Field>Open</Field>
<FieldName>Open Price</FieldName>
<Display Unit>
<Format>Decimal</Format>
<Precision>2</Precision>
</Display Unit>
<Interval>
<CommonType>Minutes</CommonType>
<Multiplier>30</Multiplier>
</Interval>
<TimeSeriesData>
<Row>
<Date>2010-08-02T08:30:00</Date>
<Open>26.01</Open>
<High>26.5</High>
<Low>26.01</Low>
<Close>26.2</Close>
<Volume>1100</Volume>
</Row>
<Row>
<Date>2010-08-02T10:30:00</Date>
<Open>26.15</Open>
<High>26.15</High>
<Low>26.15</Low>
<Close>26.15</Close>
<Volume>1800</Volume>
</Row>
<Row>
<Date>2010-08-02T11:00:00</Date>
<Open>26.12</Open>
<High>26.12</High>
<Low>26.12</Low>
<Close>26.12</Close>
<Volume>430</Volume>
</Row>
<Row>
<Date>2010-08-02T11:30:00</Date>
<Open>26.1</Open>
<High>26.1</High>
<Low>26.1</Low>
<Close>26.1</Close>
<Volume>1500</Volume>
</Row>

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<Row>
<Date>2010-08-02T12:00:00</Date>
<Open>26.08</Open>
<High>26.08</High>
<Low>26.08</Low>
<Close>26.08</Close>
<Volume>1720</Volume>
</Row>
<Row>
<Date>2010-08-02T12:30:00</Date>
<Open>26.1</Open>
<High>26.1</High>
<Low>25.98</Low>
<Close>26.05</Close>
<Volume>12939</Volume>
</Row>
<Row>
<Date>2010-08-02T13:00:00</Date>
<Open>26</Open>
<High>26.08</High>
<Low>26</Low>
<Close>26.08</Close>
<Volume>5850</Volume>
</Row>
<Row>
<Date>2010-08-02T13:30:00</Date>
<Open>26.08</Open>
<High>26.18</High>
<Low>26.08</Low>
<Close>26.13</Close>
<Volume>30732</Volume>
</Row>
<Row>
<Date>2010-08-02T14:00:00</Date>
<Open>26.13</Open>
<High>26.19</High>
<Low>25.98</Low>
<Close>26</Close>
<Volume>159613</Volume>
</Row>
<Row>
<Date>2010-08-02T14:30:00</Date>
<Open>26</Open>
<High>26.11</High>
<Low>25.9695</Low>
<Close>26</Close>
<Volume>401340</Volume>
</Row>
<Row>
<Date>2010-08-02T15:00:00</Date>

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<Open>26.0093</Open>
<High>26.13</High>
<Low>25.965</Low>
<Close>26</Close>
<Volume>179130</Volume>
</Row>
<Row>
<Date>2010-08-02T15:30:00</Date>
<Open>26</Open>
<High>26.01</High>
<Low>25.76</Low>
<Close>25.77</Close>
<Volume>231058</Volume>
</Row>
<Row>
<Date>2010-08-02T16:00:00</Date>
<Open>25.75</Open>
<High>26.0026</High>
<Low>25.65</Low>
<Close>25.76</Close>
<Volume>172691</Volume>
</Row>
<Row>
<Date>2010-08-02T16:30:00</Date>
<Open>25.76</Open>
<High>25.76</High>
<Low>25.6</Low>
<Close>25.69</Close>
<Volume>183975</Volume>
</Row>
<Row>
<Date>2010-08-02T17:00:00</Date>
<Open>25.68</Open>
<High>25.77</High>
<Low>25.67</Low>
<Close>25.76</Close>
<Volume>171896</Volume>
</Row>
<Row>
<Date>2010-08-02T17:30:00</Date>
<Open>25.76</Open>
<High>26.07</High>
<Low>25.7518</Low>
<Close>26.0699</Close>
<Volume>208652</Volume>
</Row>
<Row>
<Date>2010-08-02T18:00:00</Date>
<Open>26.06</Open>
<High>26.2501</High>

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<Low>26.06</Low>
<Close>26.2007</Close>
<Volume>201028</Volume>
</Row>
<Row>
<Date>2010-08-02T18:30:00</Date>
<Open>26.21</Open>
<High>26.295</High>
<Low>26.15</Low>
<Close>26.2801</Close>
<Volume>245847</Volume>
</Row>
<Row>
<Date>2010-08-02T19:00:00</Date>
<Open>26.29</Open>
<High>26.41</High>
<Low>26.25</Low>
<Close>26.37</Close>
<Volume>256939</Volume>
</Row>
<Row>
<Date>2010-08-02T19:30:00</Date>
<Open>26.34</Open>
<High>26.3799</High>
<Low>26.25</Low>
<Close>26.25</Close>
<Volume>231177</Volume>
</Row>
<Row>
<Date>2010-08-02T20:00:00</Date>
<Open>26.25</Open>
<High>26.27</High>
<Low>26.03</Low>
<Close>26.03</Close>
<Volume>197114</Volume>
</Row>
<Row>
<Date>2010-08-02T20:30:00</Date>
<Open>26.03</Open>
<High>26.06</High>
<Low>26</Low>
<Close>26.02</Close>
<Volume>3218775</Volume>
</Row>
<Row>
<Date>2010-08-02T21:00:00</Date>
<Open>26.01</Open>
<High>26.2564</High>
<Low>26.01</Low>
<Close>26.03</Close>

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<Volume>220542</Volume>
</Row>
<Row>
<Date>2010-08-02T21:30:00</Date>
<Open>26.05</Open>
<High>26.05</High>
<Low>26.05</Low>
<Close>26.05</Close>
<Volume>1245</Volume>
</Row>
<Row>
<Date>2010-08-02T22:00:00</Date>
<Open>26.06</Open>
<High>26.09</High>
<Low>26.01</Low>
<Close>26.01</Close>
<Volume>1090</Volume>
</Row>
<Row>
<Date>2010-08-02T22:30:00</Date>
<Open>26.02</Open>
<High>26.05</High>
<Low>26.02</Low>
<Close>26.05</Close>
<Volume>10211</Volume>
</Row>
<Row>
<Date>2010-08-02T23:00:00</Date>
<Open>26.02</Open>
<High>26.03</High>
<Low>26.02</Low>
<Close>26.03</Close>
<Volume>2100</Volume>
</Row>
<Row>
<Date>2010-08-02T23:30:00</Date>
<Open>26.03</Open>
<High>26.03</High>
<Low>26.03</Low>
<Close>26.03</Close>
<Volume>100</Volume>
</Row>
</TimeSeriesData>
</TimeSeriesCustom>
</CustomTimeSeries>
<Analyses>
<Analysis xmlns="http://metastock.com/imageserver/analysis">
<Reference>a2</Reference>
<Line>
<Instrument1>

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<Reference>d2</Reference>
<Action>Open</Action>
</Instrument1>
<Series1>
<Name>FilledLine</Name>
</Series1>
</Line>
</Analysis>
</Analyses>
<StandardTemplate xmlns="http://metastock.com/imageserver/financial">
<Title>
<Caption>
<Visible>true</Visible>
<Customized>false</Customized>
</Caption>
<Range>
<Visible>true</Visible>
</Range>
</Title>
<Legend>
<Visible>true</Visible>
<Information>Long</Information>
<Layout>MultiLine</Layout>
<Position>Overlaid</Position>
</Legend>
<Instrument>Symbol</Instrument>
<Delimiter>%</Delimiter>
<GridLines>None</GridLines>
<YAxisMarkers>None</YAxisMarkers>
<YAxisTitles>All</YAxisTitles>
<Brand>None</Brand>
<Interval>
<CommonType xmlns="http://metastock.com/applications/data">Minutes
</CommonType>
<Multiplier xmlns="http://metastock.com/applications/data">30</Multiplier>
</Interval>
<ShowNonTradedPeriods>false</ShowNonTradedPeriods>
<ShowHolidays>false</ShowHolidays>
<ShowGaps>false</ShowGaps>
<XAxis>
<Visible>true</Visible>
<Position>Bottom</Position>
<Range>
<Fixed>
<First>2010-08-02T14:30:00</First>
<Last>2010-08-02T20:00:00</Last>
</Fixed>
</Range>
</XAxis>
<Subchart>
<Weight>5</Weight>

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<YAxis>
<Visible>true</Visible>
<Position>Right</Position>
<Invert>false</Invert>
<Logarithmic>false</Logarithmic>
<Display>
<Mode>Decimal</Mode>
<Precision>2</Precision>
</Display>
<Range>
<Automatic />
</Range>
<Analysis>
<Reference>a2</Reference>
</Analysis>
</YAxis>
</Subchart>
</StandardTemplate>
<Scheme xmlns="http://metastock.com/imageserver/financial">
<Background>
<BackgroundMode>Gradient</BackgroundMode>
<StartColor>
<RGB>255;204;255</RGB>
</StartColor>
<EndColor>
<RGB>255;153;255</RGB>
</EndColor>
<HatchStyle>LargeGrid</HatchStyle>
<GradientMode>ForwardDiagonal</GradientMode>
<ImageMode>Centered</ImageMode>
</Background>
<Border>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</Border>
<GridLines>
<Color>
<RGB>139;139;155</RGB>
</Color>
<DashStyle>Dot</DashStyle>
<Width>1</Width>
</GridLines>
<Title>
<Caption>
<Color>
<Named>Black</Named>
</Color>

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<Family>Arial</Family>
<Style>Bold</Style>
<Size>12</Size>
</Caption>
<Range>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Range>
</Title>
<Legend>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Legend>
<XAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
</XAxis>
<YAxis>
<Major>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Bold</Style>
<Size>9.75</Size>
</Major>
<Minor>
<Color>

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<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Minor>
<Title>
<Color>
<Named>Black</Named>
</Color>
<Family>Arial</Family>
<Style>Regular</Style>
<Size>8.25</Size>
</Title>
</YAxis>
<Series>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>0;0;204</RGB>
</FillColor>
<FillStyle>LightVertical</FillStyle>
</Series>
<Series>
<Color>
<Named>Red</Named>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<Named>Red</Named>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>62;169;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>62;169;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>

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<RGB>156;38;115</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>156;38;115</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;120;0</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;120;0</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>25;108;229</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>25;108;229</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>60;117;28</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>60;117;28</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>230;176;18</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>230;176;18</RGB>

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</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>0;186;193</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>0;186;193</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>255;178;127</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>255;178;127</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>100;79;190</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>100;79;190</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>209;36;33</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>209;36;33</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>38;87;135</RGB>

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</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>38;87;135</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<Series>
<Color>
<RGB>94;176;176</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>0</Width>
<FillColor>
<RGB>94;176;176</RGB>
</FillColor>
<FillStyle>Percent20</FillStyle>
</Series>
<LevelLine>
<Color>
<RGB>0;0;153</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
<LevelLine>
<Color>
<RGB>120;120;120</RGB>
</Color>
<DashStyle>Solid</DashStyle>
<Width>1</Width>
</LevelLine>
</Scheme>
</chartRequest>
</GetChart_Request_2>
</Body>
</Envelope>

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You can access Fundamentals through the Refinitiv Knowledge API for timely, accurate, and comprehensive financial information. The
information is collected in an "as reported" and "company specific" manner. The "as reported" aspect indicates that financial values are not
adjusted or changed. The "company specific" aspect indicates that Refinitiv is able to collect and display financial statement information
while retaining each company's line item descriptions, currencies, periods etc.
Fundamentals includes:

• Industry aggregates fundamental reference data ratios and statistics

• Company-specific and standardized financials originally reported and restated information business and geographic segments

• Business descriptions and web-links officers and directors

• Company's competitors and customers

• Consistency with other Refinitiv Company Databases, such as Refinitiv Estimates and Business Intelligence databases

9.1 Authentication/Authorization, Service Endpoint, and Required Headers

9.1.1 Authorization
All requests to the Fundamentals service require an authorization token. For details, see Understanding Authentication Tokens.

9.1.2 Authentication
Fundamentals use Refinitiv impersonation tokens for each effective user. In this case, Refinitiv must create each user before your application
authenticates them. Unmanaged effective users are not supported in Fundamentals.
For additional information on creating a Service Token, see Creating a Token.

9.1.3 Service Endpoint and Required Header

Fundamentals Endpoint
http://api.rkd.refinitiv.com/api/Fundamentals/Fundamentals.svc

Required Header
POST /api/Fundamentals/Fundamentals.svc HTTP/1.1
Content-Type: application/soap+xml
Host: api.rkd.refinitiv.com
Content-Length: [length]

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9.2 WSDL

WSDL:
http://api.rkd.refinitiv.com/schemas/Fundamentals/wsdl/Fundamentals_1_HttpAndRKDToken.wsdl

9.3 Interpreting Common Fundamental Elements


Many of the Refinitiv Knowledge Direct API fundamentals methods use common request and response elements for CompanyIdentifiers,
issues, and general company information.
The following requests all use 'companyId' and 'companyIdType' attributes and return 'CoIDs', 'Issues', and 'CoGeneralInfo' elements:
• Get Long Company Description (GetLongCompanyDescription_1)

• Get Major Customers (GetMajorCustomers_1)

• Get Competitors (GetCompetitors_1)

• Get Financial Statements Reports (GetFinancialStatementsReports_1)

• Get Ratios Reports (GetRatiosReports_1)

• Get Snapshot Reports (GetSnapshotReports_1)

9.3.1 companyIdType and companyId - Request Attributes


The companyId attribute is used across all Fundamentals requests to identify a particular company for which to obtain information. The value
of this attribute is dependent upon the company being queried and the value of the companyIdType attribute. The companyIdType attribute
specifies what type of company identifier is being used in companyId. "repono" provides the greatest probability of targeting the desired
company because a repono is a unique, un-ambiguous identifier for fundamentals information and does not require symbology resolution.
This value is case-insensitive.

VALUE DESCRIPTION EXAMPLE

TICKER Exchange ticker symbol TRIN

RIC Reuters Instrument Code TRIN.O

REPONO Unique ID for companies in the Fundamentals API B0867

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9.3.2 CoIDs - Response Element


The CoIDs element provides detail on company level identifiers and is similar to the CompanyXRef information found in financials
responses. These identifiers are issued at a company level - therefore there is only one of each for every company. Please note that the
required attribute 'RepNo' is the permanent identifier for a company in the Refinitiv database.

9.3.2.1 XML Sample - CoIDs Response Element

<CoIDs xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/CompanyContentCommon_1">
<CoID Type="RepNo">B0867</CoID>
<CoID Type="Company Name">Thomson Reuters PLC (ADR)</CoID>
<CoID Type="CIKNo">0001056084</CoID>
</CoIDs>

VALUE DESCRIPTION

RepNo Refinitiv internal company identifier for fundamentals.

Companyname Descriptive company name.

MXID Refinitiv internal company identifier.

CIKNo SEC Central Index Key identifier.

IRSNo IRS Employer identification Number.

9.3.3 Issues, Issue, and IssueID - Response Elements


The Issues section provides information on issue-specific identifiers.

9.3.3.1 XML Sample - Issues Element

<Issues xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/CompanyContentCommon_1">
<Issue ID="1" Type="C" Desc="Common Stock" Order="1">
<IssueID Type="Name">Ordinary Shares</IssueID>
<IssueID Type="Ticker">TRIN</IssueID>
<IssueID Type="RIC">TRIN.O</IssueID>
<IssueID Type="DisplayRIC">TRIN.OQ</IssueID>
<Exchange Code="NASD" Country="USA ">NASDAQ</Exchange>
<GlobalListingType SharesPerListing="6.0">A DR</GlobalListingType>
</Issue>
<Issue ID="2" Type="C" Desc="Common Stock" Order="2">
<IssueID Type="Name">Common Stock</IssueID>
<Exchange Code="NYSE" Country="USA">New York Stock Exchange</Exchange>
</Issue>
</Issues>

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9.3.3.2 Issue Type and Order - Response Elements


Refinitiv tracks information on both common and preferred equity types, as well as on multiple classes of each. When a company has both
common and preferred equity stock trading, Refinitiv Knowledge Direct API designates the common stock as the primary stock. The primary
stock has an order of 1. If a company has more than one class of common, then the class of common stock with the higher trading volume or
the larger float is designated as the primary class. Please note that the financial statement information is not issue specific, but is published
at the company level.

9.3.3.3 Global Listings


Some company issues often trade on multiple exchanges throughout the world. These cross exchange listings generally represent the same
issue of stock, and therefore the same fundamental information. Refinitiv only tracks the listing on the primary exchange in these cases.
However, certain cross border listings such as American Depository Receipt's (ADR's) and Global Shares are stored as separate 'issuers' in
the Refinitiv Knowledge fundamental database because regulatory bodies of certain markets require the disclosure of financial statements
per local accounting. Each of these 'companies' have their own set of financial statements.
Specifically, to meet the listing requirements in the US, companies have to file US GAAP financial statements in addition to the local
accounting system or the International Accounting System (IAS) that they may be reporting for their local markets. For these companies, the
US GAAP financial statements are available from the North American region or Global subscription.

GLOBAL LISTING TYPE DESCRIPTION

ADR American Depository Receipt

LDR Level I ADR

ROF Rule 144 shares

EDR European Depository Receipt

CCR Canadian Cross Listing

GSR Global Share

9.3.3.4 Stock Splits


If there has been a stock split since the company was first added to the Refinitiv database, the most recent split date and split factor are
provided in the XML data. For example, a split factor of 2 indicates that a 2-for-1 stock split has occurred. When the stock split becomes
effective, Refinitiv Knowledge Direct API uses the split factor to adjust all per share and shares outstanding fields in the Fundamentals
database. As such all data is adjusted to reflect the current share capital structure. If there have been no stock splits since the company was
added to the database, the element is not published.

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9.3.4 CoGeneralInfo Element


The CoGeneralInfo element provides company-specific information about primary issues, latest statement filing dates, and the status of the
company in the Fundamentals database.

9.3.4.1 XML Sample - CoGeneralInfo Element

<CoGeneralInfo xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/CompanyContentCommon_1">
<CoStatus Code="1">Active</CoStatus>
<CoType Code="EQU">Equity Issue</CoType>
<LastModified>2008-11-14</LastModified>
<LatestAvailableAnnual>2007-12-31</LatestAvailableAnnual>
<Employees LastUpdated="2008-04-17">50000</Employees>
<SharesOut Date="2008-11-11" TotalFloat="816100000.0">824277974.0</SharesOut>
<ReportingCurrency Code="USD">U.S. Dollars</ReportingCurrency>
<MostRecentExchange Date="2008-11-21">1.0</MostRecentExchange>
</CoGeneralInfo>

9.3.4.2 CoStatus Element


The company status level indicates whether a company is still active in the Fundamentals database. Refinitiv changes the status to inactive
when the company stops trading as the result of certain business events. These events include acquisitions, mergers, bankruptcy or taken
private.

CODE DESCRIPTION NOTE

0 Inactive Company is inactive in the Fundamentals database.

1 Active Company is currently active in the Fundamentals database.

9.3.4.3 CoType Element


This indicates the type of capital structure a company has or the type of issues the company primarily trades. Please note that the
Fundamentals database primarily covers financial statement information for publicly traded equities. The majority of companies trade Equity
and a minority trade Debt Issues only, with the other types appearing infrequently. If a company trades more than one type of the stock, only
the primary stock is used to describe the company type.

CODE DESCRIPTION NOTE

EQU Equity Company trades common shares. Additionally, the company may have other types
of securities such as debt and preferred stock issued.

DBT Debt Issue Company has publicly traded debt but no common or preferred stock trading.

PRE Preferred Issue Company had preferred stock but no common stock trading.

LPS Limited Partnership A partnership with two kinds of partners: limited partners, who provide financial
backing and have little role in management and no personal liability, and general
partners, who are responsible for managing the entity and have unlimited personal
liability for its debts.

IPO Pre-IPO Company has filed an IPO registration statement, but shares are not trading in the
market.

PVT Private Company is private.

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CODE DESCRIPTION NOTE

SPL Special Special Companies.

9.3.4.4 Fiscal Period Information


This level of the files provides the date the financial report was last modified, the current fiscal period, the most current quarter and the year-
end month. The number of employees and the date this figure was last updated is also provided.

9.3.4.5 Share Information


The number of shares outstanding as well as the total float is also provided at this level. The shares outstanding are the most recently
reported total number of shares as reported by the company. The total float is the most recently reported total number of shares outstanding
which are not owned by insiders or the majority shareholders. The update date can differ from the most recent reported results of the
company. This section also describes the currency each issuer used in its most recent financial statement, and the current exchange rate to
the US Dollar.

9.4 Get Business And Geographic Segments (GetBusinessAndGeographicSegments_1)


Companies reporting segment information usually report Business Segments, Geographic Segments or both. For companies that report
Business Segment and Geographic Segment information, Refinitiv captures financial information for each segment on both an annual and
interim basis.
Both Geographical and Business Segments use the GetBusinessAndGeographicSegments_1 request to retrieve the information. The
required segmentType element in the method is used to indicate which segment to retrieve by having a value of either "BS" for Business
Segment or "GS" for Geographic Segment. The following table shows all the attributes the method offers that can be used to narrow down a
search:

NAME ENUMERATION DEFAULT REQUIRED

CompanyID x

CompanyIdType x

countryCode

segmentType BS, GS x

numPeriods 5

startDate

endDate

fpNumber 0

coaCodes All

displayTypes All

showCompanyInfo 0

showStatementInfo 0

showIssues 0

showAvailability 0

PeriodType A, I A

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NAME ENUMERATION DEFAULT REQUIRED

updateType OriginallyReported, MostRecent, MostRecent


AllTypes

completeStatement Partial, Complete, AllStatements AllStatements

finalFiling Final, Preliminary, AllFilings AllFilings

Where:
• numPeriods: To retrieve the most recent periods the value for numPeriods has to be positive. By default, the value 5 is retrieving
five most recent periods. To retrieve the earliest periods the value has to be negative. For example entering - 3 retrieves the earliest
periods available on that company.
• coaCodes: By default, the value of coaCodes are ALL, which returns all coa codes for the company. To get only a small set of
specific COA codes, specify the individual COA codes in a comma separated list (e.g. AITL,LLTD,QEDG).
• countryCode: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify
the location of the company.

NOTE: Refinitiv recommends using REPONO for CompanyID Type.

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9.4.1 Making a Geographic Segment Request


Shows financial information for that company broken up into the following geographic regions:
• Americas
• Europe/Middle East/Africa
• Asia/Pacific
• Global

9.4.1.1 XML Sample Request - Making a Geographic Segment Request


The following example makes a request for Geographic Segment that retrieves financial information for only one period, in this case it is for
the previous year since periodType is by default set to annual.

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetBusinessAndGeogrpahicSegments_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetBusinessAndGeographicSegments_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1" segmentType="GS" companyIdType="ticker" companyId="TRIN"
numPeriods="1" countryCode="" startFY="0" endFY="0" fpNumber="0" periodType="A" coaCodes="All"
showCompanyInfo="false" showIssues="false" showStatementInfo="false" show Availability ="false" />
</Body>
</Envelope>

9.4.1.2 XML Sample Response - Making a Geographic Segment Request

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetBusinessAndGeographicSegments_1_Reply</a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore />
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:body>

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<GetBusinessAndGeographicSegments_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1">
<BGSInformation Major="2" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/BusinessAndGeographicSegments_1">
<RepNo>B0867</RepNo>
<ReferenceInformation xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
CommonContent_1"></ReferenceInformation>
<FinancialInformation>
<FinancialsLayout>
...
<MapItem LineID="8" COA ="RTLR">Total Revenue</MapItem>
<MapItem LineID="9" COA ="ECOR">Cost of Revenue</MapItem>
<MapItem LineID="10" COA ="GRP">Gross Profit</MapItem>
<MapItem LineID="11" COA ="GROSM">Gross Margin (% )</MapItem>
...
</FinancialsLayout>
<FinancialStatements>
<Period PeriodEndDate="2007-12-31" PeriodType="Annual">
<PeriodHeader>
<FiscalPeriod Year="2007" FiscalMonth="12"></FiscalPeriod>
</PeriodHeader>
<Statements>
<Statement PeriodEndDate="2007-12-31" PeriodType="Annual" StatementDate=
"2007-12-31" Type="BUS">
<StatementHeader>
<FinalFiling>1</FinalFiling>
<OriginalAnnouncement>2008-04-17T21:27:00</OriginalAnnouncement>
<Currencies ConvertedTo="USD" Reported="USD" RepToConvExRate="1.000000">
</Currencies>
<Units ConvertedTo="M" Reported="M"></Units>
<Consolidated>1</Consolidated>
<PeriodLength Type="Months" Code="M">12</PeriodLength>
<UpdatedType Code="UPD">Updated Normal</UpdatedType>
<Source Date="2008-04-17">20-F</Source>
<Document ID="10085415" IsInternal="0"></Document>
<SystemDate>2008-04-18</SystemDate>
</StatementHeader>
<FinancialValues>
<SegmentDetails Order="1">
<SegmentCode1>514191</SegmentCode1>
<SegmentCode2>523999</SegmentCode2>
<SegmentName>Markets Division</SegmentName>
<SegmentValues>
<SV COA="REXR">7332.000000</SV>
<SV COA="RTLR">7332.000000</SV>
</SegmentValues>
</SegmentDetails>
...
<SegmentDetails Order="5">
<SegmentCode1>CONSTL</SegmentCode1>
<SegmentName>Consolidated Total</SegmentName>

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<SegmentValues>
...
</SegmentValues>
</SegmentDetails>
</FinancialValues>
</Statement>
</Statements>
</Period>
</FinancialStatements>
</FinancialInformation>
</BGSInformation>
</GetBusinessAndGeographicSegments_Response_1>
</Body>
</Envelope>

Where:
• FinancialLayout: This section appears once per file. Its purpose is to lay out the order in which financial values appear for each
period and each Business or Geographic Segment. This map gives the line item COA code, description and LineID.
See Chart of Account (COA) Codes for more information.
• Period: A Period element has two main sub-elements - PeriodHeader and Statements.
- PeriodHeader: Contains additional information about the period, including the Fiscal Year of the period, the interim type and
interim number, and the 'true' fiscal month of the period. Interim type and number are only applicable to interim statements.
- Statement: Contains one financial statement per period and all of its associated financial values
(BusinessAndGeographicSegments is a restated product; therefore each statement indicates most recent "restated" statements
only).
In this example numPeriods attribute was set to 1 so there is only information for one period. If the element was left blank, financial
information for five periods would have been retrieved.
For more information on Periods, see Periods and Filings.
• SegmentDetails: Contains the bulk of the information. It contains Segment Code elements that list the regions covered in each
SegmentName. Segment Codes are assigned by Refinitiv based on the segment description as provided by the company. Each
segment can be assigned up to four codes. Its sub-element SegmentValue shows financial information for that period. The
SegmentDetail is displayed in a predefined order stated in the Order attribute.
• SegmentValues: This section indicates the financial values and ratios for each segments as reported by the company. Each to
financial value and/or ratio is assigned to a COA code.

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9.4.2 Making a Business Segment Request


The Business Segment divides the information into business segments defined by the SegmentCode that contains the 1997 NAICS code(s)
that describe each segment.
This example retrieves Business Segment for one period as well as the company info.

9.4.2.1 XML Sample Request - Making a Business Segment Request

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetBusinessAndGeogrpahicSegments_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetBusinessAndGeographicSegments_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1" segmentType="BS" companyIdType="ticker" companyId="TRIN"
numPeriods="1" countryCode="" startFY="0" endFY="0" fpNumber="0" periodType="A" coaCodes="All"
showCompanyInfo="true" showIssues="false" showStatementInfo="false" showAvailability="false" />
</Body>
</Envelope>

9.4.2.2 XML Sample Response - Making a Business Segment Request

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetBusinessA ndGeographicSegments_1_Reply</a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.303846Z</Date>
<DoNotStore />
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:body>
<GetBusinessAndGeographicSegments_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1">
<BGSInformation Major="2" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/BusinessAndGeographicSegments_1">
<RepNo>B0867</RepNo>
<ReferenceInformation xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
CommonContent_1"></ReferenceInformation>

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<FinancialInformation>
<FinancialsLayout>
...
<MapItem LineID="8" COA ="RTLR">Total Revenue</MapItem>
<MapItem LineID="9" COA ="ECOR">Cost of Revenue</MapItem>
<MapItem LineID="10" COA ="GRP">Gross Profit</MapItem>
<MapItem LineID="11" COA ="GROSM">Gross Margin (% )</MapItem>
...
</FinancialsLayout>
<FinancialStatements>
<Period PeriodEndDate="2007-12-31" PeriodType="Annual">
<PeriodHeader>
<FiscalPeriod Year="2007" FiscalMonth="12"></FiscalPeriod>
</PeriodHeader>
<Statements>
<Statement PeriodEndDate="2007-12-31" PeriodType="Annual" StatementDate="2007-
12-31" Type="BUS">
<StatementHeader>
<FinalFiling>1</FinalFiling>
<OriginalAnnouncement>2008-04-17T21:27:00</OriginalAnnouncement>
<Currencies ConvertedTo="USD" Reported="USD" RepToConvExRate="1.000000">
</Currencies>
<Units ConvertedTo="M" Reported="M"></Units>
<Consolidated>1</Consolidated>
<PeriodLength Type="Months" Code="M">12</PeriodLength>
<UpdatedType Code="UPD">Updated Normal</UpdatedType>
<Source Date="2008-04-17">20-F</Source>
<Document ID="10085415" IsInternal="0"></Document>
<SystemDate>2008-04-18</SystemDate>
</StatementHeader>
<FinancialValues>
<SegmentDetails Order="1">
<SegmentCode1>514191</SegmentCode1>
<SegmentCode2>523999</SegmentCode2>
<SegmentName>Markets Division</SegmentName>
<SegmentValues>
<SV COA="REXR">7332.000000</SV>
<SV COA="RTLR">7332.000000</SV>
</SegmentValues>
</SegmentDetails>
...
<SegmentDetails Order="5">
<SegmentCode1>CONSTL</SegmentCode1>
<SegmentName>Consolidated Total</SegmentName>
<SegmentValues>
...
</SegmentValues>
</SegmentDetails>
</FinancialValues>
</Statement>
</Statements>

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</Period>
</FinancialStatements>
</FinancialInformation>
</BGSInformation>
</GetBusinessAndGeographicSegments_Response_1>
</Body>
</Envelope>

The breakdown is similar to Geographic Segment except rather than presenting the information broken up by regions it is presented by
financial categories specified in segmentName. The sub-element Segment code indicates 1997 NAICS codes as values which describe
each segment rather than the country or region code.

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9.5 Get Business Summary (GetBusinessSummary_1)


The GetBusinessSummary_1 request allows the user to retrieve a business description for a company in a localized language.

9.5.1 XML Sample Request - Getting Business Summary


The following example retrieves business summary for IBM in English language:

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetBusinessSummary_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetBusinessSummary_Request_1 companyId="IBM" companyIdType="ticker" countryCode="USA" lang="en-US"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"
xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/Fundamentals_1"/>
</Body>
</Envelope>

The table below lists all parameters that can be specified in a request:

ATTRIBUTE DESCRIPTION

companyId The companyId attribute is used across all Fundamentals requests to identify a particular company for
which to obtain information. The value of this attribute depends on the company being queried and the
value of the companyIdType attribute.

companyIdType The companyIdType attribute specifies what type of company identifier is being used in companyId.
The possible values are:
• ticker: Exchange ticker symbol.
• ric: Reuters Instrument Code.
• repono: Unique ID for companies in the Fundamentals API.

countryCode countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does
not specify the location of the company.

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ATTRIBUTE DESCRIPTION

lang Defines the language in which the company's business description should be returned. The following
languages (language code in parenthesis) are supported:
• Arabic (ar-SA)
• Danish (da-DK)
• German (de-DE)
• Greek (el-GR)
• English (en-US)
• Spanish (es-ES)
• Finnish (fi-FI)
• French (fr-FR)
• Hebrew (he-IL)
• Indonesian (id-ID)
• Italian (it-IT)
• Japanese (ja-JP)
• Korean (ko-KR)
• Norwegian (nb-NO)
• Dutch (nl-NL)
• Polish (pl-PL)
• Portuguese Brazilian (pt-BR)
• Portuguese (pt-PT)
• Russian (ru-RU)
• Swedish (sv-SE)
• Thai (th-TH)
• Turkish (tr-TR)
• Vietnamese (vi-VN)
• Simplified Chinese (zh-CHS)
• Traditional Chinese (zh-CHT)

NOTE: Not all companies have the corresponding data in above languages. If the corresponding
language file is missing, the response returns data in English as default.

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9.5.2 XML Sample Response - Getting Business Summary


The response returns the following data:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetBusinessAndGeographicSegments_1_Reply</a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore />
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</Header>
<Body>
<GetBusinessSummary _Response_1 LastUpdated="2011-05-11T14:52:57" lang="en-US"
SourceFilingDate="2010-03-02T00:00:00" SourceFilingType="PRS; PRS; PRS" xmlns="http://
www.reuters.com/ns/2009/01/26/webservices/rkd/Fundamentals_1"> International Business Machines
Corporation (IBM) is an information technology (IT) company. It operates under five segments: Global
Technology Services (GTS), Global Business Services (GBS), Software, Systems and Technology, and
Global Financing. GTS primarily provides IT infrastructure services and business process services.
GBS primarily provides professional services and application management services. IBM’s Software
segment consists primarily of middleware and operating systems software. IBM provides clients with
business solutions requiring advanced computing power and storage capabilities. Global Financing
invests in financing assets and leverages with debt. During the year ended December 31, 2010, IBM
acquired Intelliden Inc., National Interest Security Company, LLC, Cast Iron Systems, BigFix, Inc.,
Datacap Inc., Clarity Systems, BLADE Network Technologies, Netezza Corporation, Lombardi and Unica
Corporation. In April 2011, it acquired TRIRIGA, Inc.
</GetBusinessSummary _Response_1>
</Body>
</Envelope>

ELEMENT DESCRIPTION

LastUpdated Last update date and time for the textual data.

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ELEMENT DESCRIPTION

lang Language in which text is presented. The following languages (language code in parenthesis) are
supported:
• Arabic (ar-SA)
• Danish (da-DK)
• German (de-DE)
• Greek (el-GR)
• English (en-US)
• Spanish (es-ES)
• Finnish (fi-FI)
• French (fr-FR)
• Hebrew (he-IL)
• Indonesian (id-ID)
• Italian (it-IT)
• Japanese (ja-JP)
• Korean (ko-KR)
• Norwegian (nb-NO)
• Dutch (nl-NL)
• Polish (pl-PL)
• Portuguese Brazilian (pt-BR)
• Portuguese (pt-PT)
• Russian (ru-RU)
• Swedish (sv-SE)
• Thai (th-TH)
• Turkish (tr-TR)
• Vietnamese (vi-VN)
• Simplified Chinese (zh-CHS)
• Traditional Chinese (zh-CHT)

SourceFilingDate Filing date of source document.

SourceFilingType Type of source document, such as 10-K.

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9.6 Get Company Specific Financials (GetCompanySpecificFinancials_1)

9.6.1 XML Sample Request - Getting Company Specific Financials


The following is an example on how to get company specific financials.

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
2009/01/26/ Fundamentals_1.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetCompanySpecificFinancials_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetCompanySpecificFinancials_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/
rkd/Fundamentals_1" finStatement="AIS" companyIdType="ticker" companyId="TRIN" countryCode=""
startFY="0" endFY="0" fpNumber="0" updateType="MostRecent" completeStatement="AllStatements"
finalFiling="AllFilings" showCompanyInfo="false" showIssues="false" showStatementInfo="false"
showAvailability ="false" />
</Body>
</Envelope>

The following table shows all the attributes the method offers that can be used to narrow down a search:

NAME ENUMERATION DEFAULT REQUIRED

CompanyID x

CompanyIdType x

countryCode

segmentType BS, GS x

numPeriods 5

startDate

endDate

startFY

endFY

fpNumber 0

coaCodes All

displayTypes All

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NAME ENUMERATION DEFAULT REQUIRED

showCompanyInfo 0

showStatementInfo 0

showIssues 0

showAvailability 0

PeriodType A, I A

updateType OriginallyReported, MostRecent, MostRecent


AllTypes

completeStatement Partial, Complete, AllStatements AllStatements

finalFiling Final, Preliminary, AllFilings AllFilings

Where:
• numPeriods: To retrieve the most recent periods the value for numPeriods has to be positive. By default, the value 5 is retrieving
five most recent periods. To retrieve the earliest periods the value has to be negative. For example entering - 3 retrieves the earliest
periods available on that company.
• coaCodes: By default, the value of coaCodes are ALL, which returns all COA codes for the company. To get only a small set of
specific COA codes, specify the individual COA codes in a comma separated list (e.g. AITL,LLTD,QEDG).
• countryCode: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify
the location of the company.

NOTE: Refinitiv recommends using REPONO for CompanyID Type.

9.6.2 XML Sample Response - Getting Company Specific Financials


The response returns the following data:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetCompanySpecificFinancials_1_Reply</a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore />
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</s:Header>
<s:Body>
<GetCompanySpecificFinancials_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/
rkd/Fundamentals_1">
<CompanySpecificFinancials Major="2" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/
2009/01/26/webservices/rkd/SpecificFinancials_1">
<RepNo>B0867</RepNo>

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<ReferenceInformation xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
CommonContent_1"></ ReferenceInformation>
<FinancialInformation>
<FinancialsLayout>
<Layout Type="INC">
<MapItem Display="Regular" LineID="1" COA="RNTS" STDLineID="SREV">Revenues</MapItem>
<MapItem Display="Regular" LineID="2" COA="RTLR" STDLineID="RTLR">Total Revenue
</MapItem>
...
<MapItem Display="Footnote - Pnsn" LineID="58" COA="VTPE" STDLineID="VTPE">Total
Pension Expense</MapItem>
<MapItem Display="Footnote - Pnsn" LineID="59" COA="VISA"
STDLineID="VISA">Assumptions</MapItem>
</Layout>
</FinancialsLayout>
<FinancialStatements>
<Period PeriodEndDate="2007-12-31" PeriodType="Annual">
<PeriodHeader>
<FiscalPeriod Year="2007" FiscalMonth="12"></FiscalPeriod>
</PeriodHeader>
<PeriodFilings>
<PeriodFiling PeriodEndDate="2007-12-31" PeriodType="Annual" StatementDate="2007-
12-31">
<PeriodFilingHeader>
<FinalFiling>1</FinalFiling>
<OriginalAnnouncement>2008-04-17T21:27:00</OriginalAnnouncement>
<Currencies ConvertedTo="USD" Reported="USD" RepToConv ExRate="1.0"></Currencies>
<Units ConvertedTo="M" Reported="M"></Units>
</PeriodFilingHeader>
<Statements>
<Statement PeriodEndDate="2007-12-31" PeriodType="Annual" StatementDate="2007-
12-31" Type="INC">
<StatementHeader>
<CompleteStatement>1</CompleteStatement>
<Flash>0</Flash>
<PeriodLength Type="Months" Code="M">12</PeriodLength>
<UpdateType Code="UPD">Updated Normal</UpdateType>
<Source Date="2008-04-17">20-F</Source>
<Document ID="10085415" IsInternal="0"></Document>
<SystemDate>2008-04-18</SystemDate>
<StatementLastUpdated>2008-04-18T15:01:20</StatementLastUpdated>
<ReportedAccountingStandard Code="USG">U.S. GAAP
</ReportedAccountingStandard>
<Consolidated>1</Consolidated>
</StatementHeader>
<FinancialValues>
<FV LineID="1">12442</FV>
<FV LineID="2">12442</FV>
...
<FV LineID="45">805</FV>
<FV LineID="46">641</FV>
</FinancialValues>

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</Statement>
</Statements>
</PeriodFiling>
</PeriodFilings>
</Period>
</FinancialStatements>
</FinancialInformation>
</Company SpecificFinancials>
</GetCompany SpecificFinancials_Response_1>
</Body>
</Envelope>

For more information on data contained in the Get Company Specific Financials response, see Company Specific Financials Responses.

9.7 Financial Statements Concepts


The Refinitiv Knowledge Direct API provides access to all financial line items reported by companies on the annual and interim financial
statements.
This information is available in one of two views:
• The Company Specific view displays all items collected from the income statement, balance sheet and cash flow with line descriptions
and values as reported by companies. This facilitates complete reconciliation to source documents.

• The Standardized view aggregates relevant line items to provide a more standard view of company financials. This makes ratio
calculations and comparison across companies easier.
API requests and responses for company-specific and standardized financials are very similar, with most differences occurring in the line-
item element detail. Getting Financial Statements covers the concepts and data points common to both APIs. For an explanation of making
specific requests and responses and details specific to each API, see Interpreting Financials Responses.

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9.7.1 Types of Statements


For both company-specific and standardized financial, the Refinitiv Knowledge Direct API offers access to annual and interim data for
balance sheets, income statements, and statements of cash flow.
• Balance Sheet: A balance sheet is the financial statement of a business that lists the assets, debts, and owners' investment as of a
specific date. You can use the Refinitiv Knowledge Direct API to return annual or interim balance sheet information for a company.
• Income Statement: An income statement is the financial statement of business that lists revenues, expenses, and net income for a
given period. You can use the Refinitiv Knowledge Direct API to return annual or interim income sheet information for a company.
• Cash Flow: Cash flow is the amount of net cash generated by a business during a specific period. You can use the Refinitiv
Knowledge Direct API to return annual or interim cash flow information for a company.

9.7.2 Unique Identifiers


9.7.2.1 Issuers
Refinitiv Report Numbers (RepNo) uniquely identify each issuer covered by Refinitiv. These numbers are generated and maintained by
Refinitiv, do not change over time and are never re-used.
Certain procedures determine the handling of RepNo's in the case of mergers, acquisitions, divestitures etc. In general,
• If a merger or acquisition involving two entities causes a new entity to be created, then both of the existing RepNo's are considered
inactive, and the new entity is given its own unique RepNo.
• If one of the original entities survive as the new, merged entity, then it retains the original RepNo.

9.7.2.2 Issues
Issue ID uniquely identifies each issue for a specific issuer. These numbers are generated and maintained by Refinitiv, do not change over
time and are never re-used. To identify an issue uniquely within Standardized Financials, users need to use a combination of Report Number
and Issue ID.

9.7.3 Dual Listed Companies


While Refinitiv collects information about multiple issues per company (i.e. shares outstanding, DPS for various classes of share etc), these
multiple classes of share do not add to the total company count. An exception occurs to this rule when one company reports financials using
two different accounting standards. This could happen, for example, for a non-US company with American Depository Receipts (ADRs)
trading in the US and a local issue trading in its home exchange. If these two instruments are associated with financials using different
accounting standards, then Fundamentals contains two companies - one to represent each of the above examples. A similar dual listing
(with different accounting standards) could occur with other pairs of countries, such as UK/Australia etc. Currently there are about 1,000
companies in the database that are dual listed in this manner. Users can use the country of exchange for each company to determine the
origin of each version of the company.

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9.7.4 Primary Issue and Exchange


9.7.4.1 Primary Issue
In cases where a company has multiple issues, various factors are taken into account in deciding what the primary issue is. These include
whether or not the issue trades, the number of shares outstanding, float, trading volumes, voting power etc. This primary issue is always
assigned Order number = 1. If the primary issue changes, the order number is reassigned.
The Fundamentals API displays information (i.e. identifiers) on only the Primary Issue.

9.7.4.2 Primary Exchange


In cases where a company trades on multiple exchanges, Refinitiv assigns an exchange to be the primary exchange. This assignment is
based on several factors including the accounting standard used by company, volume traded on each exchange etc. The exchange code
and CountryCode is given in the company-specific and standardized financials responses. CountryCodes used are ISO-3166 three
character codes.

9.7.5 Periods and Filings


Refinitiv uses a certain concept to model periods and filings for companies. Users may choose to use a different model, but it is useful to
understand the Refinitiv perspective when working with Refinitiv Financials files. While the file presents data in a three-tier hierarchy, users
can think of four different entities:
• Period: A unique period can be identified by the combination of RepNo, PeriodType (e.g. Annual) and PeriodEndDate. For RepNo
12345, examples of unique periods include Annual 2003, Q3 2001 and Q1 1994.
• Filing: A filing is similar in concept to an actual document published by a company. A filing can be uniquely identified by the
combination of RepNo and StatementDate.
• PeriodFiling: A PeriodFiling is a set of Statements that belong to the same Period and the same Filing. To uniquely identify a
PeriodFiling, the user requires RepNo, PeriodType (e.g. Annual), PeriodEndDate and StatementDate. A PeriodFiling is a child of
both a Period, and a Filing.
• Statement: A statement is a single Income Statement, a single Balance Sheet etc. An original Income Statement and its
restatement are considered different statements. A unique statement is found by a key comprised of RepNo, PeriodType,
PeriodEndDate, StatementDate and StatementType (e.g. Income Statement).
Period: RepNo + PeriodType + PeriodEndDate
Filing: RepNo + StatementDate
PeriodFiling: Period + Filing
Statement: PeriodFiling + StatementType

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9.7.6 General Response Structure for All Financials


In the financials XML responses, the layout contains three of these three entities - Period, PeriodFiling and Statement. Each one of these is
a child of the preceding entity.
Because of this more flat layout, items that belong to the Filing level are represented on the PeriodFiling level in the response XML.
Within the response XML, each of Period, PeriodFiling and Statement levels contain elements which describe the entire key (excluding
RepNo), even though this introduces some redundancy in the response data. For example, the key for a Statement is PeriodType,
PeriodEndDate, StatementDate and StatementType. While all Statements within the same Period have the same PeriodEndDate, this
information is still expressed within the Statement element.
The entities described above make use of a number of specific data items, which are defined below.
• PeriodEndDate: This is the date at which a fiscal period is considered to have ended for a company. A company may have Period
End Dates of March 31, 2000, December 31, 2003 etc.
• PeriodType: This is the type of Period, specifically, an Annual or an Interim. For the purpose of this file, the file type implies the
PeriodType. The combination of a PeriodEndDate and a PeriodType identifies a unique Period. For example, the Annual Period
ending December 2002 is a different period from the Quarterly Period ending December 2002.
• StatementDate: This is the PeriodEndDate for the latest Period in a Filing such as a 10K. If the 2003 Annual Report for ABC
Company has financials for periods ending 12/31/2002 and 12/31/2003, then the StatementDate is 12/31/2003. A press release
with this same information has the same StatementDate. Note that this date is different (usually earlier) than the date a Filing first
becomes available to the public (labeled 'SourceDate').
• SourceDate: This is the date that a Source (or Filing) became available to the public. If a company announces its 2003 results via
a press release on 2/15/2004, then the SourceDate is 2/15/2004. If the financials are then filed with the SEC on 3/15/2004 then the
SourceDate is 3/15/2004.
• Source: This is the source from which information is taken, for example a 10-K, 10-Q or a Press Release.
• StatementType: This is the type of statement, such as Income Statement, Balance Sheet, Statement of Cash Flows, Business
Segment etc.

9.7.7 Period Lengths


Refinitiv does not restrict the number of interim periods a company may report per year, and therefore does not place restrictions on the
length of each interim period. Each financial period is associated with a period length, expressed in months or weeks, depending on the
company's reporting practices.
In some instances, particularly when companies make year-end-changes, companies may report overlapping financial periods. Thus, a
company changing its year-ending month from November to December may report two interim reports, one ending in November and one
ending in December, and each three months in length. Similarly, a company changing its year-end-month from June to September may
report two interim periods ending in March, where one has a length of three months and the other has a length of six months.
The combination of PeriodEndDate and PeriodLength can be used to identify the amount of overlap between statements, if any.

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9.7.8 Preliminary Statements


The Fundamentals database uses the concept of Preliminary Statements and Final Statements. Final Statements are those statements that
are not expected to be changed or re-confirmed by the company. Usually these statements are derived from documents filed by the company
with regulators or exchanges.
While Restatements and Reclassifications do change values within a statement, these are considered to be different Statements from the
original Statement. A flag at the PeriodFiling level indicates whether a set of Statements within a PeriodFiling is considered Preliminary or
Final.
Preliminary Statements are those statements that are considered preliminary in nature - it is expected that these are replaced in the near
future by another set of statements. In some instances the financial values are not changed - they are simply confirmed by an officially filed
document. In most instances, preliminary statements are sourced from press releases.

9.7.9 Complete Statements


The Refinitiv Knowledge Direct Fundamentals API uses the concept of Complete and Partial Statements. A Statement is considered
complete if the reporting company reports a specific set of data items for that Statement. If any one of these data items are missing, the
Statement is considered Partial. A flag at the Statement level indicates whether any given Statement is Complete or Partial. The concept of
Partial Statements was introduced in April 2004, and therefore all statements entered in the database prior to that are flagged Complete.
Users may make use of this concept in creating restrictions for analytic or display purposes. For example, users may choose not to display
any Partial Statements, or may apply special logic when calculating ratios using Partial Statements.
In general, company documents filed with exchanges and/or regulators have sufficient information to be tagged Complete. Most Partial
statements are likely sourced from press releases.

9.7.10 Restatements/Reclassifications
From December 1997 onwards, Refinitiv has collected and saved all originally reported and restated / reclassified financial statements
provided by companies. Refinitiv Knowledge Direct Fundamentals API reports only the most recent version of financials information for each
period.

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9.7.11 Chart of Account (COA) Codes


This section contains details on chart of account (COA) codes.

9.7.11.1 Concept and Process


The concept of COA codes is utilized across various Refinitiv Fundamental APIs such as Company Specific Financials, Standardized
Financials and Business and Geographic Segments (BGS). Refinitiv collects and stores every line item reported by a company directly on
the income statement, balance sheet and statement of cash flow, and up to approximately 50 line items reported in business or geographic
segment information.
Each of these items is then assigned a Chart Of Account (COA) code, which helps classify these various entries. For example, a utility
company may report various line items related to Fuel Expenses. While all these items are collected by Refinitiv, they are all assigned the
same COA code. Due to inherent differences among industries, one set of COA codes cannot be used effectively for all companies covered
by Fundamentals.
For example, Interest Expense for a financial institution usually has a different meaning from Interest Expense for an industrial enterprise.
Refinitiv therefore has created four sets of COA codes - one each for Banks, Industrials, Utilities and Insurance companies.

9.7.11.2 Uniqueness of COA Codes


The definition of each COA code is unique. Each statement within the Standardized Financials product may have only one occurrence of a
COA code (e.g. 'Revenue' appears only once in a given Income Statement). However, a COA code may appear multiple times within a
statement in Company Specific Financials - see Mapping to STD for examples.
Items with the same definitions in general have the same COA code in the STD and CSF APIs. The exception occurs for the list of codes
below. For this list of codes, different codes are used to express the same item in the two products due to legacy compatibility issues.

STANDARDIZED COMPANY-
DESCRIPTION
CODE SPECIFIC CODE

SBAS GBAS Basic Weighted Average Shares

SBBF GBBF Basic EPS Excluding Extraordinary Items

SBAI GBAI Basic EPS Including Extraordinary Items

SDAJ GDAJ Dilution Adjustment

SDNI GDNI Diluted Net Income

SDWS GDWS Diluted Weighted Average Shares

SDBF GDBF Diluted EPS Excluding Extraordinary Items

SDAI GDAI Diluted EPS Including Extraordinary Items

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9.7.12 Mapping to STD


All line items collected by Refinitiv are displayed in the Refinitiv company-specific Financials. Thus, if an airline company reports three lines
of 'Revenue', all of these are displayed through Company Specific Financials. Each of these line items are assigned a COA code as
described above. In the above example, the three 'Revenue' items would all be assigned the same COA code.

COMPANY
ASSIGNED
REPORTED STANDARDIZED DESCRIPTION
COA CODE
LINE DESCRIPTION

Passenger Revenue RNTS Revenue

Cargo Revenue RNTS Revenue

Charter Ops Revenue RNTS Revenue

Salaries/Benefits ECOR Cost of Revenue

Fuel/Oil ECOR Cost of Revenue

Aircraft Rentals ECOR Cost of Revenue

Landing Fees ECOR Cost of Revenue

Commissions ECOR Cost of Revenue

In the standardized display, each COA code appears only once. Thus, displays for all airline companies show only one 'Net Sales' item - for
the above example the three company specific line items would be aggregated to give a single standardized line item. This helps create a
more standard display across various companies, and allows for easier cross-company comparison.

NOTE: Mapping from Company Specific to Standardized financials only involves grouping like items together. It is, therefore, always easy to
reconcile Refinitiv Standardized Financials with the source documents.

9.7.13 Currencies
Up to three currencies may be relevant to each company. These are Pricing Currency (the currency that the primary issue of the company is
priced in), the Reporting Currency (the currency that a financial report is originally reported in by the company) and the Converted To (i.e.
published) Currency, which is the currency in which the xml files publish financial values.
Fundamentals collects all financial values in Reported Currency. The company-specific requests return all data in Reported Currency.
In the Standardized Financials API financials for each company are reported in one currency - the Most Recent Reporting Currency. Thus, a
company reporting in USD or JP Yen in all of its history has all of its financials in USD or JP Yen respectively. But if a company changed its
currency from Italian Lira to Euro at some point, then all of its financials are presented in Euro.
For each period, the reporting currency, published currency and conversion rate is provided. The conversion rate is based on the exchange
rate of the most recent period with the old (in above example, Lira) currency.
Currency codes used are ISO-4217 three character codes.

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9.7.14 Exchange Rates


Up to three exchange rates may be expressed in financials responses.
The USDToRepExRate is the most recent exchange rate between the US Dollar and the most recently reported currency. If the value is x,
then 1 USD = x Most Recent Reported Currency.
The PriceToRepExRate is the exchange rate between Pricing Currency and Most Recent Reporting currency. This rate is as of the most
recent period end date (the date for which most recent price is provided). If the value is y, then 1 Pricing Currency = y Most Recent Reported
Currency.
The RepToConvExRate is the exchange rate used to convert Reported Currency into ConvertedTo Currency. If the value is z, then 1
Reported Currency = z Converted Currency.

9.7.15 Units
Financial values in Standardized Financials (except per share values) are always converted to Millions for all periods. For company-specific
Financials, all financials values are expressed in the unit of the most recent report. Thus, if company switches from reporting in millions to
reporting in billions in its most recent set of financials, then all financials are converted to billions.

9.7.16 Footnote Items


In addition to presenting the information provided by companies in their financial statements, Refinitiv collects and displays a number of
'footnote' items in the CSF presentation. These items may include general information such as Number of Employees, footnote information
such as number of Employees, number of common shareholders and frequently used information such as depreciation and amortization with
the income statement.

9.7.17 Number of Shares


9.7.17.1 Basic vs. Primary
Many companies (depending on country accounting standards) are currently required to report two weighted average share numbers for
EPS calculations: Basic shares and Diluted shares. However, historically (pre-1997) US companies used to report Primary and Fully Diluted
share numbers which are similar, but not identical, concepts.
For display purposes the Financials API displays only one pair of share figures: 'Basic' and 'Diluted'. Note that prior to 1998, this item may
reflect Primary and Fully Diluted Shares.

9.7.17.2 Timeliness of Share Counts


Companies provide share counts per issue on the Balance Sheet, and these are collected and displayed on a per issue basis. These share
counts are as of the Balance Sheet date. The Income Statement provides share numbers that are an average of the period beginning and
ending dates.
Companies also provide shares outstanding figures near the front of financial publications (e.g. Annual Reports) - these numbers are more
current than the Balance Sheet figures, and are provided in the Refinitiv Knowledge Direct GetGeneralInformation_1 request. Usually Market
Capitalization and related analytics are performed using this up-to-date number.

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9.7.18 Creating a Display


All COA codes given in CSF financials may be displayed for users.
However, the line item map includes an attribute to indicate the type of each COA code that might assist users in creating views that hide or
show certain COA codes. For example, footnote items may be set to a default of 'hide'.
Each COA code is assigned one of five display attributes. These are described below:
• Financial items collected from the face of the financial statements carry a display attribute value of 'Regular'. Examples include Net
Sales and Gross Revenue. 'Regular' line items should always be displayed.
• Commonly used items collected from footnotes and other sources carry a display attribute value of 'Footnote'. Examples include
'Number of Employees' and 'Rental Expense, Supplemental'. These items may be hidden.
• Items used to calculate the Refinitiv Normalized earnings carry a display attribute value of 'Normalized'. Examples include
'Normalized Income Before Taxes'.
• Items related to Extraordinary expenses as defined by US GAAP are given the attribute value of 'Extraordinary'. These items
appear infrequently in financial statements, but should be displayed when they do appear.
• Items that are collected from the face of the financial statements (when available) but appear infrequently, and do not have a direct
impact on the bottom line financial results (i.e. Net Income, Total Assets etc.) are given the value 'Supplemental'. Examples include
'Shares Outstanding - Preferred Stock 2', 'Shares Outstanding - Preferred Stock 3' etc.

9.8 Getting Financial Statements


Requests for company-specific financial statements look nearly identical to requests for standardized financial statements, with the exception
of the method name and namespace. Company-Specific requests use the
<GetCompanySpecificFinancials_Request_1> element, while standardized requests use the
<GetStandardFinancials_Request_1> element. The type of financial statement requested (e.g. Annual Income Statement vs. Interim Cash
Flow Statement) is specified in the finStatement attribute on the request element.

9.8.1 XML Sample Request - Getting a Company- Specific Statement (Annual Income Statement)

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/
Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetCompanySpecificFinancials_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetCompanySpecificFinancials_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1"
finStatement="AIS"
numPeriods="1"
companyIdType="ticker"
companyId="TRIN"
countryCode=""
startFY="0"

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endFY="0"
fpNumber="0"
coaCodes="All"
displayTypes="All"
updateType="MostRecent"
completeStatement="AllStatements"
finalFiling="AllFilings"
showCompanyInfo="true"
showIssues="true"
showStatementInfo="true"
showAvailability="true" />
</Body>
</Envelope>

9.8.2 XML Sample Request - Getting a Company-Specific Statement (Annual Income Statement)
Compare the above company-specific request with the below request for a standardized cash-flow statement.

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/
Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetCompanySpecificFinancials_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetCompanySpecificFinancials_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1"
finStatement="ICF"
numPeriods="1"
companyIdType="ticker"
companyId="TRIN"
countryCode=""
startFY="0"
endFY="0"
fpNumber="0"
coaCodes="All"
displayTypes="All"
updateType="MostRecent"
completeStatement="AllStatements"
finalFiling="AllFilings"
showCompanyInfo="true"
showIssues="true"
showStatementInfo="true"

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showAvailability="true" />
</Body>
</Envelope>

9.8.3 companyIdType Attribute


Specifies the type of company identifier. Refinitiv recommends using RepoNo because it is the only truly unique type for identifying
companies with fundamental data. The actual value is case-insensitive.

TYPE DESCRIPTION VALUE EXAMPLE

TICKER Exchange ticker symbol TRIN

RIC Reuters Instrument Code TRIN.O

REPONO Unique ID for companies in the Fundamentals API B0867

VALOR Swiss local security identifier

9.8.4 companyId Attribute


The value of companyId is dependent upon the value specified in companyIdType attribute.

9.8.5 finStatement Attribute


The type of financial statement being requested. See the following table for an enumeration of values.
Enumeration of finStatement Attribute Values:
• ABS: Annual Balance Sheet
• IBS: Interim Balance Sheet
• AIS: Annual Income Statement
• IIS: Interim Income Statement
• ACF: Annual Cash Flow Statement
• ICF: Interim Cash Flow Statement

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9.8.6 Limiting Number of Periods Returned


Financials requests provide a number of attributes for limiting the number of periods returned in the response.
• numPeriods Attribute: Specifies the number of periods to report or value of 'All' to return all recorded periods. A positive number n
indicates to return the n most recent periods of data. A negative value indicates to return the n earliest periods of data. The default
value is 5.
• startFY/EndFY Attributes: Alternative to numPeriods, you can also use startFY and endFY to specify beginning and ending fiscal
years. All periods between those years (inclusive) are returned.
• startDate/EndDate Attributes: Another alternative to numPeriods is to use startDate and endDate. All periods between those
dates (inclusive) are returned. The date must be in the format 'YYYY-MM-DD'.

9.8.7 coaCodes Attribute


Controls which Chart of Account line-item values are returned in the response. To get all COA codes, specify value of 'All', which is also the
default. To get only a small set of specific COA codes, specify the individual COA codes in a comma separated list (e.g. "AITL,LLTD,QEDG").

9.8.8 displayTypes Attribute


Alternative to coaCodes, you can use the displayTypes attribute to specify specific categories of COA codes to be returned. The allowable
values are "Regular", "Supplemental", "Normalized", "Extraordinary", "Footnote", "Other". Multiple values can be specified in the form of a
comma delimited list (e.g. "Regular,Footnote").

9.8.9 show* Attributes


The Company-Specific and Standardized financials requests contain a number of attributes that control the presence or absence of general
reference and availability information in the responses. These attributes are boolean, so a value of '1' or 'true' indicates the corresponding
element should be included in the response, while a value of '0' or 'false' indicates those elements to be left out of responses. See the
following table for the elements controlled by each attribute.

ATTRIBUTE ELEMENT IN RESPONSE

showCompanyInfo CompanyInformation

showStatementInfo StatementInfo

showIssues Issues

showAvailability Avalability

9.8.10 updateType Attribute


Determines whether to return original filings, re-stated or re-classified filings, or both. The possible values are "Original" for original, un-
restated filings, "MostRecent" for re-stated or re-classified filings, or "All" for all filings.

9.8.11 completeStatement Attribute


Determines whether to show partial statements, complete statements, or both. The possible values are "Partial", "Complete", or "All". For
more information on partial vs. complete statements, see Complete Statements.

9.8.12 finalFiling Attribute


Determines whether to show preliminary statements, final statements, or both. The possible values are "Preliminary", "Final", or "All". For
more information on preliminary vs. final statements, see Preliminary Statements.

9.9 Interpreting Financials Responses


The first part of this section discusses those parts of the responses that are common to both Company-Specific and Standardized financials.
The later sections deal with items specific to the different APIs.

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9.9.1 Response Overview


Financials responses contains two main sections: ReferenceInformation and FinancialInformation.
• ReferenceInformation element: This section contains information such as various identifiers for the company at both a company
level (e.g. IRS Number) and issue level (e.g. CUSIP or ISIN). In addition, the section contains information on the company's most
recent reported financials, active/inactive status, currency of reports etc. The section has three main sub-sections:
CompanyInformation, Issues and StatementInformation. Reference Information is similar (in some cases identical) across various
Fundamentals XML files.
• FinancialInformation element: FinancialInformation contains details about the periods and actual financial values for the company.
It has three main sub-sections: Availability, FinancialsLayout and FinancialStatements. The FinancialStatements section contains
the financial data compiled from various company documents. The layout of this section uses a number of concepts and implies a
certain database structure described in detail in Authentication and Authorization.

9.9.2 CompanyInformation Element


The presence of the <CompanyInformation> element is dependent upon the value of the 'showCompanyInfo' attribute in the request. This
section contains company level information including company name, type, CompanyIdentifiers etc.
XML Sample - CompanyInformation Element

<Company Information>
<Company ActiveStatus="1" Name="Thomson Reuters PLC (ADR)" Type="EQU"></Company>
<Company Xref Type="CIKNo">0001430287</Company Xref>
<LastModified Financials="2008-05-15T07:47:18" Other="2008-05-15T07:47:18"></LastModified>
<LatestFinancials Annual="2007-12-31"/>
<ReportingCurrency Code="USD" ExRateDate="2008-05-14"USDToRepExRate="1.0">U.S. Dollars</
ReportingCurrency>
</Company Information>

• ActiveStatus Attribute: This flag indicates whether a company is active in the Fundamentals database. Refinitiv inactivates
companies when they stop trading as the result of certain business events. These events include acquisitions, mergers, bankruptcy
etc. The flag is derived from the status of the IssueActiveStatus for all issues that belong to the company. The Company
ActiveStatus is Active if any one of the IssueActiveStatus flags are Active.
• Type Attribute: This indicates the type of capital structure a company has or the type of issues the company primarily trades. Note
that the Refinitiv Fundamentals database primarily covers financial statement information for companies with publicly traded equity.
The majority of companies trade Equity and a minority trade Debt Issues only, with the other types appearing infrequently. If a
company trades more than one type of the stock, only the primary stock is used to describe the company type.

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CODE DESCRIPTION NOTE

EQU Equity Company trades common shares. Additionally, the company may have other types
of securities such as debt and preferred stock issued.

DBT Debt Issue Company has publicly traded debt but no common or preferred stock trading.

PRE Preferred Issue Company had preferred stock but no common stock trading.

IPO Pre-IPO Company has filed an IPO registration statement, but shares are not trading in the
market.

LPT Limited Partnership Reserved for future use.

IDX Index Reserved for future use.

PVT Private Company is private.

• CompanyXref element: In general, users should use the RepNo to map to issuers (companies) with data from outside the Refinitiv
data set, such as users- internal data or data from other vendors. Other than the Report Number, Refinitiv Knowledge Direct uses
the following CompanyIdentifiers (distinct from Issue identifiers, described later in this document):
- IRSNo (US co's only): As reported by the Internal Revenue Service.
- CIKNo (US co's only): Central Index Key as assigned by the SEC.
• LastModified Element: Time and date give indications to when a company was most recently updated in the Fundamentals
database. Two distinct time/date values are provided.
The time/date associated with the 'Financials' attribute indicates an update done via the Financials data entry application. Updates
to any financial figures (e.g. financials for a new period), issue specific details (e.g. share counts) company name and address,
CUSIP and ticker/exchange are updated through this application.
Updates made through other applications (e.g. those that update company description, officer and director information etc) are
reflected in the time/ date associated with the 'Other' attribute.
• Latest Financials Element: Provides the period end dates for the latest available annual and interim financials for the company.
• ReportingCurrency Element: Indicates the currency of the company's most recent financial report.
• CurrentAuditor Element: Indicates the name and code for the company's current Auditor. This may be different from the Auditor on
the most recent financial statement if company announces an auditor change between periods. Data for this item is expected to be
available after Q3 2004.

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9.9.3 Issues Element


This section provides Issue level information for the company's issues. While a company may have multiple issues (e.g. multiple classes of
common, preferred) outstanding, some Refinitiv Knowledge Direct Fundamentals API requests (Company-Specific financials, Standardized
financials, and Business and Geographic Segments) provide information on only one issue - the 'Primary' issue. Other methods (General
Information, Ratios) provide information on all outstanding issues.
In cases where a company has multiple issues, various factors are taken into account in deciding what the primary issue is. These include
whether or not the issue trades, the number of shares outstanding, float, trading volumes, voting power etc. In general, the primary issue is
the company's Common issue that is most actively traded and that has the largest float.
The information in this section allows user to cross-reference the issues with some commonly used identifiers, and also get other basic
information on the issue.
XML Sample - Issues Element

<Issues>
<Issue Desc="Common Stock" ID="1" IssueActiveStatus="1" Order="1" Type="C">
<IssueXref Type="Name">Ordinary Shares</IssueXref>
<IssueXref Type="Ticker">TRIN</IssueXref>
<IssueXref Type="RIC">TRIN.O</IssueXref>
<Exchange Code="NASD" Country="USA " Region="NA">NASDAQ</Exchange>
<ListingType SharesPerListing="6.0">ADR</ListingType>
<IssueDetails ConversionFactor="1.0" Float="188300000.0" ShsOut="190153372.0" Votes="1.0" />
</Issue>
</Issues>

• Issue Type, Order, IssueActiveStatusand ID Attributes: Refinitiv tracks information on both common and preferred equity types,
as well as on multiple classes of each type. Each of these issues is assigned an Order number, with the primary issue receiving an
Order of 1. The order assigned to a specific issue may change over time.
Refinitiv also assigns an Issue ID for each of an Issuer's issues. These Issue ID's do not change over time, and can be used to
uniquely identify an issue in combination with the Report Number (RepNo).
Each issue is also tagged with an attribute that indicates whether the issue is active or inactive. A company is deemed inactive if all
of its issues are tagged inactive. The file also provides a company level active/inactive flag.

NOTE: The financial statement information is not issue specific, but is published at the company level.

• ListingType Element: Some company issues trade on multiple exchanges around the world. These cross exchange listings
generally represent the same issue of stock, and therefore the same fundamental information. Refinitiv only tracks the listing on the
primary exchange in these cases. However, certain cross border listings such as American Depository Receipt's (ADR's) are stored
as separate 'issuers' in the Fundamentals database because regulatory bodies of certain markets require the disclosure of financial
statements per local accounting. Each of these 'companies' has its own set of financial statements. In the Refinitiv database, these
companies appear more than once - each 'issuer' with its own RepNo. A full list of companies that appear more than once in the
database may be provided on request. Specifically, to meet the listing requirements in the US, companies have to file US GAAP
financial statements in addition to the local accounting system or the International Accounting System (IAS) that they may be
reporting for their local markets. For these companies, the US GAAP financial statements are available from the 'Americas' or
Global subscription. See also Global Listings.

GLOBAL LISTING TYPE DESCRIPTION

OSR Ordinary Shares

ADR American Depository Receipt

LDR Level I ADR

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GLOBAL LISTING TYPE DESCRIPTION

ROF Rule 144 shares

EDR European Depository Receipt

CCR Canadian Cross Listing

GSR Global Share

• MostRecentSplit Element: If there has been a stock split since the company was first added to the Refinitiv database, the most
recent split date and split factor are provided in the API. For example, a split factor of 2 indicates that a 2-for-1 stock split has
occurred. When the stock split becomes effective, Refinitiv uses the split factor to adjust all per share and shares outstanding fields
in the response.

9.9.4 StatementInfo Element


The StatementInfo element groups elements containing information about how the company treats certain statement information.
XML Sample - Statement Element

<StatementInfo>
<COA Type Code="IND">Industry </COA Type>
<BalanceSheetDisplay Code="CUR">Differentiates</BalanceSheetDisplay>
<CashFlowMethod Code="IND">Indirect</CashFlowMethod>
</StatementInfo>

CODE DESCRIPTION

IND Industry

BNK Bank

FIN Insurance

UTL Utilities

• BalanceSheetDisplay Element: This code indicates whether or not the company differentiates between current and long-term
assets and liabilities. A Code value of 'CUR' indicates that the company differentiates between current and long- term assets and
liabilities. A value of 'LNG' indicates that the company does not differentiate between current and long- term assets and liabilities.
When the Balance Sheet Display code is LNG (No differentiation), certain COA codes, e.g. ATCA (Total Current Assets), and LTCL
(Total Current Liabilities) must be ignored, as there are any usage of these items in Non- differentiating Balance Sheets.
• CashFlowMethod: Statements of Cash Flow can be compiled using either the Indirect or Direct Method of presentation. A majority
of companies use the Indirect Method of presentation. Items specific to companies using the Indirect Method are denoted by 'I' and
items specific to companies using the direct method are denoted by 'D'.

9.9.5 Availability Element


This element gives the user an indication of what financial statements are available for each company.
At least one Annual Income Statement and Annual Balance Sheet is always be provided for every company available through the Refinitiv
Standardized Financials API (Income statement is available for every fiscal period - annual or interim, and at least one annual balance sheet
is available for every company). The Annual Cash flow and Interim Financials (I/S, B/S, C/F) are not always available. Therefore, we indicate
in the files which of these four reports are available for each company. If the report is available the associated code is '1'. If the report is not

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available, the associated code is '0'. There is a generic code for all the interim statements, if the associated code is '1', at least one of the
interim reports is available, if the associated code is '0', none of the interim reports are available and their associated codes are also zero.

NOTE: These codes refer to all fiscal periods and not only the most current fiscal period. For example, the code for Annual Cash Flow equals
'1' even if the financial statement for the current period is not available for the current period but is available for a previous fiscal period.

9.9.6 FinancialsLayout Element


The Financials Layout section appears once per file. It contains three Layouts, one for each of Income Statement, Balance Sheet and Cash
Flow. Its purpose is to lay out the order in which financial values appear for each period. This map gives the line item COA code, description,
LineID, the aggregation and precision levels, and the display type.
The MapItem elements in the layout section differ between the Company-Specific and Standardized financials APIs. For details on the
MapItem element, see Company Specific Financials Responses and Standardized Financials Responses.

9.9.7 Period Element


A Period contains all statements of the same period type (annual vs. interim) with the same Period End Date. This includes income
statements, balance sheets, and cash flow statements, as well as original and re-stated/ re-classified reports.
The <Period> element includes the key for identifying a period within the file uniquely, i.e. the PeriodEndDate and PeriodType. The <Period>
element has two main sub-elements - <PeriodHeader> and <PeriodFilings>.

9.9.8 PeriodHeader Element


The Period Header contains additional information about the period, including the Fiscal Year of the period, the interim type and interim
number, and the 'true' fiscal month of the period. Interim type and number are only applicable to interim statements.
The Fiscal Year is the year the financial report is relating to. It is common industry practice, and Fundamentals policy, to assign the prior year
as the fiscal year when a company's fiscal year ends between January 1st and January 15th. If the company's fiscal year ends between
January 16th and December 31st, the fiscal year is the current year. For example, if the fiscal period end date is 5 January 2003, the fiscal
year is 2002. If the fiscal period end date is 18 January 2003, the fiscal year is 2003.
Fiscal Period Number is only provided in the Interim reports to indicate which interim period the information refers to. For example, the first
interim of a company's fiscal year would have a period number of one. Possible values are 1 through 4. Note that for companies with bi-
annual reporting, interim numbers displayed are 2 and 4 (as opposed to 1 and 2 or 1 and 3).
In the June 2004 release (version 2.0.1), the interim type and 'true' fiscal month values are not populated. Both values should be available
later in 2004 or early 2005. Once interim type is made available, the numbering for interim number is changed such that semi-annuals have
values 1,2 and tri-annuals have values 1,2,3.
Period Length is not provided in this level because various statements within a Period may have different lengths (e.g. a 3- month Income
Statement and 9-month Cash Flow). In addition, Period Length is not applicable to the Balance Sheet.
The Period Header also provides information about period ending stock price when applicable. This is the most recent closing price for the
primary issue of the company as of the Period End Date. Prices are provided in the currency quoted by the relevant exchange. Pricing
information is not available in the June 2004 release of the product, but is expected be in products later in 2004.

9.9.9 PeriodFilings Element


A PeriodFiling contains all statements of the same period type (annual vs. interim) with the same Period End Date and same Statement End
Date. One PeriodFiling may contain at most one income statement, one balance sheet and one cash flow statement.
The PeriodFiling element includes the key for identifying a period within the file uniquely, i.e. the PeriodEndDate, PeriodType and
StatementDate.
A PeriodFiling element has two main sub-elements - PeriodFilingHeader and Statements.

9.9.10 PeriodFilingHeader Element


Final Filing indicates whether all statements within a PeriodFiling are considered final (as opposed to preliminary). The Period Filing header
indicates whether a period filing is Final or Preliminary.
The header contains the Original Announcement date. This date appears for period filings that were first initiated in the database as a
Preliminary period filing. The date indicates the source date of the first preliminary report for that period filing. In effect indicates the first date

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when any information for that period filing was made available to the public. The date does not get overwritten even as the financial data gets
overwritten by 'final' filings.
Auditor Name and Opinion are only supplied in the Annual Statements. The auditor (an independent certified public accountant) is
responsible for ensuring that the financial reports of a company conform with GAAP accounting principles. Each Auditor provides a report on
the company's accountants that contain an 'opinion'. The opinion code and description is provided in the XML files.

CODE DESCRIPTION NOTE

UNQ Unqualified The accounts represent a fair and true view of the financial situation of the
company and comply with accounting principles.

UWE Unqualified with Explanation An explanation is given if there are uncertainties in the accounts that will be
resolved in the future if the company changes its accounting principles which in
turn affect the comparability of the reports or if there is a material deemed
important enough to mention.

AOP Adverse Opinion The accounts have not complied with generally accepted accounting principles.

NOP No Opinion Not enough information was provided to enable the auditor to express an opinion
or the auditor refuses to express an opinion regarding the company's ability to
sustain operations.

QUA Qualified The accounts have been presented fairly however, the scope of the examination is
limited/affected by conditions or restrictions or the accounts do not give a fair view
because of a lack of conformity with GAAP or inadequate disclosure.

UNA Un-audited

XML Sample - PeriodFilingHeader Element

<PeriodFilings>
<PeriodFiling PeriodEndDate="2002-12-31" PeriodType="Annual" StatementDate="2003-12-31">
<PeriodFilingHeader>
<FinalFiling>1</FinalFiling>
<Currencies ConvertedTo="GBP" RepToConv ExRate="1.000000" Reported="GBP"></Currencies>
<Units ConvertedTo="M" Reported="M"></Units>
<Auditor Code="PWC L" Name="PricewaterhouseCoopers LLP" Opinion="Unqualified"
OpinionCode="UNQ"></Auditor>
</PeriodFilingHeader>
<PeriodFiling>
...
</PeriodFilings>
...

9.9.11 Statement Element


A Statement contains one financial statement and all of its associated financial values. The <Statement> element includes the key for
identifying a period within the file uniquely, i.e. the PeriodEndDate, PeriodType, StatementDate and StatementType.
The Statement Type identifies whether a statement is an Income Statement, Balance Sheet or Cash Flow Statement. A <Statement> element
has two main sub-elements - <StatementHeader> and <FinancialValues>.

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9.9.12 StatementHeader Element


The statement header contains information about whether statements are partial vs. complete, original vs. restated, as well details about the
filing dates and accounting standards. The following sections detail the elements in the StatementHeader section of financials responses.
• CompleteStatement Element: The Statement Header includes information that identifies a statement as being either Complete or
Partial. See Complete Statements for more detail on how Refinitiv categorizes statements as partial or complete.
• PeriodLength Element: Period length and type are provided in the Income Statement and Cash Flow Statements. It indicates the
length of the fiscal period of the financial report and states whether the length is in weeks or months. For example, an annual report
could have 52 week fiscal period or a 12 month fiscal period.
Since the Balance Sheet is a snapshot of the company's assets and liabilities at one point in time, a period length is not applicable
to this statement.
• UpdateType Element: A company can submit an original update to their financials, a reclassification or a restatement. When
updating a company's information the Data Analysts have to choose from one of these three update options:
- Normal Update (first letter of update code is U): The date is updated from the original financial report.
- Reclassification (first letter of update code is C): This can occur when, for instance the company's auditor or accounting
department discover that an item such as cost of revenue or accounts payable has been classified incorrectly. Reclassifications
generally change the breakdown within the major number, but leave the bottom line numbers, such as Net Income, Total Assets
or Total Change in Cash unchanged.
- Restatement (first letter of update code is R): This can occur, when for instance: an acquisition is made using the pooling-of-
interest method of accounting; a sale of a division or a business (which would be accounted for as discontinued operations); a
change in the company's accounting policies; there were errors in reporting procedures or in previously reported financials.
Restatements result in a change in the bottom line numbers - revenues, net income, total assets, net change in cash, etc.
The most common update types are Update Normal and Restated Normal.

CODE DESCRIPTION NOTE

UPD Update Note Adding the most recent annual or quarterly data.

UCA Update Calculated The Data Analyst calculates the financials, deriving the information from existing
reports, to enable an update. For example, if a company has only filed the 1st, and
3rd interim statements, the figures for the 2nd interim can be derived from these.

USP Update Special A company files financial reports that are not a of a standard length. For example,
a newly listed company's first annual report may only be for ten months and not the
standard twelve.

RES Restated Normal Restating a prior period using the most recent period's source document. For
example, figures in the 2000 annual income statement are revised using the 2001
annual income statement.

RCA Restated Calculated The Data Analyst calculates the financials for a period as the result of a
restatement.

RSP Restated Special Restating a period resulting in a non-standard filing length.

CLA Reclassified Normal Reclassifying a prior period using the most recent period's source document. For
example, figures in the 2000 annual income statement are revised using the 2001
annual income statement.

CCA Reclassified Calculated The Data Analyst calculates the financials for a period as the result of a
reclassification.

CSP Reclassified Special Reclassifying a prior period which results in a non standard period length.

• Source and SystemDate Elements: The Source Date is the date that the source documentation was filed by the company to the
regulatory body or when a press release became available to the public. Various types of source documents are used to record
company financials. The source document used for each period is also provided.

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The System date indicates what date a statement was first added to the Fundamentals database.
• ReportedAccountingStandard Element: This element indicates the code and description for the accounting standard used by the
company. A list of accounting standards codes can be obtained by issuing a GetFundamentalsReferenceListsRequest request
using a Category of “AccountingStandards”.
XML Sample - StatementHeader Element

<StatementHeader>
<CompleteStatement>true</CompleteStatement>
<PeriodLength Code="M" Type="Months">12</PeriodLength>
<UpdateType Code="CLA ">Reclassified Normal</UpdateType>
<Source Date="2004-02-17">20-F </Source>
<SystemDate>2004-05-25</SystemDate>
<ReportedAccountingStandard Code="USG">U.S. GAAP</ReportedAccountingStandard>
<STEC Flag>false</STEC Flag>
</StatementHeader>

9.9.13 FinancialValues
The FinancialValues element contains the actual line item values for the COA codes found in the FinancialsLayout section. Actual line items
are represented by FV elements.

9.10 Company Specific Financials Responses


This section covers response details that are specific to the Company-Specific Financials API. For details on elements common to both
Company-Specific and Standardized financials, please see Interpreting Financials Responses.

9.10.1 MapItem Element (Company-Specific)


The 'MapItem' in the Company Specific Financials API is the company specific description of the line item (e.g. "Revenue from Passenger
Operations"), and matches the description provided by the reporting company. In some instances descriptions may be abbreviated to fit
limitations of some products. This is different from the Standardized financials API, where MapItem refers to a standardized description for a
COA code.
LineIDs are unique IDs assigned to each item, and are used to link descriptions to financial values in each period. The assigned LineIDs
Company Specific financials are applicable for all periods within the file, but may change when the company is next updated. The codes can
be used to order the values for display purposes.
COA is the COA code (e.g. RREV) as described in the section above on Chart of Account (COA) Codes.
STDLineIDs are Summary Standardized LineIDs that can be used to create a summary display of Standardized Financials. For such a
display all items with identical STDLineIDs would be aggregated to create STDLineID items.
For any given period, a company may or may not have values for each of the COA codes.
As discussed in the section on COA codes, there are four Chart of Account templates: Industrial, Banking, Insurance and Utility, and each
company is assigned one of these templates. Each company therefore has one of four possible Financial Statement Maps.

NOTE: While each Financial Statement Map contains descriptions about each item that could be part of the template, not all companies have
values for each item in the map for each period supplied. For example, some companies may report 'Inventories - Raw Materials (AIRM)' in
one period, but not on a subsequent period. The STD Financials file then contains a value for AIRM in some periods but not others. Similarly,
a company may never report the item 'Inventories - Finished Goods'. In this case the item still appears in the Financial Statement Map, but
does not appear in any of the Fiscal Periods reported for the company.

XML Sample of Company Specific Financials Layout

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<FinancialLayout>
<Layout Type="BAL">
<MapItem COA="AITL" Display="Regular" LineID="1" STDLineID="AITL">Stocks</MapItem>
<MapItem COA="AIWP" Display="Regular" LineID="2" STDLineID="AITL">Work in Progress</MapItem>
<MapItem CO A="A IO T" Display="Regular" LineID="3" STDLineID="A ITL">Progress Payment</MapItem>
...[content elided]...
<MapItem COA="QTSN1" Display ="Supplemental" LineID="75" STDLineID="QTSN1">T/S-Common Stock
</MapItem>
<MapItem COA="QTPO" Display="Regular" LineID="76" STDLineID="QTPO">Total Preferred Shares
Outstanding</ MapItem>
<MapItem COA="METL" Display="Footnote" LineID="79" STDLineID="METL">Employees</MapItem>
<MapItem COA="MNOS" Display="Footnote" LineID="80" STDLineID="MNO S">Number of Common
Shareholders</MapItem>
</Layout>
</FinancialLayout>

9.10.2 FV Element (Company-Specific)


In the Company Specific financials responses, the FV element contains the LineID attribute that maps the line item value to a MapItem in the
Layout section. The FV element value is the value corresponding to the COA code for that line item. See Mapping to STD for details on
mapping between Company Specific and Standardized line items.

9.11 Get Standard Financials (GetStandardFinancials_1)

9.11.1 XML Sample Request - Getting Standard Financials


The following is an example on how to get standard financials:

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/2009/
01/26/Fundamentals_1.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetStandardFinancials_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetStandardFinancials_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" finStatement="AIS" companyIdType="ticker" companyId="TRIN" countryCode=""
lang="en-US" startFY="0" endFY="0" fpNumber="0" updateType="MostRecent"
completeStatement="AllStatements" finalFiling="AllFilings" showCompanyInfo="false"
showIssues="false" showStatementInfo="false" showAvailability="false" />
</Body>
</Envelope>

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9.11.2 XML Sample Response - Getting Standard Financials


The response returns the following information:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/Fundamentals_1/
GetStandardFinancials_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</Header>
<Body>
<GetStandardFinancials_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1">
<StandardizedFinancials Major="2" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/
01/26/webservices/rkd/StandardFinancials_1">
<RepNo>B0867</RepNo>
<ReferenceInformation xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
CommonContent_1"></ ReferenceInformation>
<FinancialInformation>
<FinancialsLayout>
<Layout Type="INC">
<MapItem COA="RNTS" LineID="10" Level="det" Agg="2" Precision="1" Display="Regular">
Net Sales</MapItem>
<MapItem COA="RREV" LineID="20" Level="det" Agg="2" Precision="1" Display
="Regular">Gross Revenue</MapItem>
<MapItem COA="RSRT" LineID="30" Level="det" Agg="2" Precision="1" Display="Regular">
Sales Returns and Allowances</MapItem>
<MapItem COA="REXT" LineID="40" Level="det" Agg="2" Precision="1"
Display="Regular">Excise Tax Receipts</MapItem>
<MapItem COA="SREV" LineID="100" Level="sum" Agg="1" Precision="1"
Display="Regular">Revenue</MapItem>
<MapItem COA="RINT" LineID="280" Level="det" Agg="2" Precision="1" Display
="Regular">Interest Income, Non-Bank</MapItem>
<MapItem COA="RORE" LineID="290" Level="det" Agg="2" Precision="1" Display
="Regular">Other Revenue</MapItem>
<MapItem COA="SORE" LineID="300" Level="sum" Agg="1" Precision="1" Display
="Regular">Other Revenue, Total</MapItem>
<MapItem COA="RTLR" LineID="310" Level="both" Agg="1" Precision="1" Display
="Regular">Total Revenue</MapItem>
...
<MapItem COA="MTHG" LineID="4290" Level="both" Agg="1" Precision="1" Display
="Metrics">Online Sales</MapItem>
<MapItem COA="MRET" LineID="4300" Level="both" Agg="1" Precision="1" Display
="Metrics">Retail</MapItem>
</Layout>
</FinancialsLayout>

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<FinancialStatements>
<Period PeriodEndDate="2007-12-31" PeriodType="Annual">
<PeriodHeader>
<FiscalPeriod Year="2007" FiscalMonth="12"></FiscalPeriod>
</PeriodHeader>
<PeriodFilings>
<PeriodFiling PeriodEndDate="2007-12-31" PeriodType="Annual" StatementDate="2007-12-
31">
<PeriodFilingHeader>
<FinalFiling>1</FinalFiling>
<OriginalAnnouncement>2008-04-17T21:27:00</OriginalAnnouncement>
<Currencies ConvertedTo="USD" Reported="USD" RepToConvExRate="1.000000">
</Currencies>
<Units ConvertedTo="M" Reported="M"></Units>
</PeriodFilingHeader>
<Statements>
<Statement PeriodEndDate="2007-12-31" PeriodType="Annual" StatementDate="2007-
12-31" Type="INC">
<StatementHeader>
<CompleteStatement>1</CompleteStatement>
<Flash>0</Flash>
<PeriodLength Type="Months" Code="M">12</PeriodLength>
<UpdateType Code="UPD">Updated Normal</UpdateType>
<Source Date="2008-04-17">20-F </Source>
<OriginalAnnouncement>2008-04-17T21:27:00</OriginalAnnouncement>
<Document ID="10085415" IsInternal="0"></Document>
<SystemDate>2008-04-18</SystemDate>
<StatementLastUpdated>2008-05-30T13:46:19</StatementLastUpdated>
<ReportedAccountingStandard Code="USG">U.S. GAAP</ReportedAccountingStandard>
<Consolidated>1</Consolidated>
<STEC Flag>0</STEC Flag>
</StatementHeader>
<FinancialValues>
<FV COA="RNTS">12442.000000</FV>
<FV COA="SREV">12442.000000</FV>
<FV COA="RTLR">12442.000000</FV>
...
<FV COA="SBIT">1474.000000</FV>
<FV COA="SBDA ">2920.000000</FV>
</FinancialValues>
</Statement>
</Statements>
</PeriodFiling>
</PeriodFilings>
</Period>
</FinancialStatements>
</FinancialInformation>
</StandardizedFinancials>
</GetStandardFinancials_Response_1>
</Body>
</Envelope>

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For more information on the data returned by the response, see Standardized Financials Responses.

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9.12 Standardized Financials Responses


This section covers response details that are specific to the Standard Financials API. For details on elements common to both Company
Specific and Standardized financials, please see Interpreting Financials Responses.

9.12.1 MapItem Element (Standardized)


The MapItem is the standardized description of the COA code (e.g. 'Gross Revenue'), and does not match the description provided by the
reporting company.
COA is the COA code (e.g. RREV) as described in the section above on Chart of Account (COA) Codes.
LineIDs in Standardized financials are pre-assigned to each COA code, and remain constant over time for each code. The codes can be
used to order the values for display purposes.
The Level can be used to help create a summary standardized financials display. The 'level' can have one of three values: A value of 'det'
indicates the detailed type of COA codes. These items are appropriate for a detailed view of financial statements and directly map to the line
items reported by the companies. A value of 'sum' indicates the summarized type of COA codes, and should be used for a summary view of
financial statements. A value of 'both' reflects items that may be reported by the companies or calculated by Refinitiv. Most displays of
Refinitiv standardized data reflect only the line items at the 'sum' or 'both' levels.
The Aggregation level can be used in formatting the standardized display. The 'Agg' numbers can be used to determine the level of
indentation, with 'Agg=1' values on the far left and 'Agg=3' values most indented.
The Precision number can be used to format the data items. This indicates the type of data item and can take the following values: '1'
indicates financial values such as Net Sales or Current Assets. '2' indicates share amounts such as Total Shares Outstanding. '3' indicates
per share values such as Dividends per Share For any given period, a company may or may not have values for each of the COA codes. As
discussed in the section on COA codes there are four Chart of Account templates: Industrial, Banking, Insurance and Utility, and each
company is assigned one of these templates. Each company therefore has one of four possible Financial Statement Maps.

NOTE: While each Financial Statement Map contains descriptions about each item that could be part of the template, not all companies have
values for each item in the map for each period supplied. For example, some companies may report 'Inventories - Raw Materials (AIRM)' in
one period, but not on a subsequent period. The Standardized financials API then contain a value for AIRM in some periods but not others.
Similarly, a company may never report the item 'Inventories - Finished Goods'. In this case, the item still appears in the Financial Statement
Map, but does not appear in any of the Fiscal Periods reported for the company.

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XML Sample of Standard Financials Layout

<FinancialsLayout>
<Layout Type="INC">
<MapItem Agg="2" COA="RNTS" Display="Regular" Level="det" LineID="10" Precision="1">Net Sales
</MapItem>
<MapItem Agg="2" COA="RREV" Display="Regular" Level="det" LineID="20" Precision="1">Gross
Revenue</MapItem>
...[content elided]...
<MapItem Agg="1" COA="VRXP" Display="Footnote" Level="both" LineID="1800" Precision="1">Rental
Expense, Supplemental</MapItem>
<MapItem Agg="1" COA="VEPS" Display="Footnote" Level="both" LineID="1810" Precision="1">EPS,
Supplemental</MapItem>
</Layout>
</FinancialsLayout>

9.12.2 Obtaining a List of All COA Codes


A complete list of line item codes can be obtained by issuing a GetFundamentalsReferenceLists_1 request: using a Category of "LineItems":
XML Sample Request - Obtaining a List of Line Item Codes

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/ GetFundamentalsReferenceLists_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetFundamentalsReferenceLists_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1" Category="LineItems" />
</Body>
</Envelope>

9.12.3 FV Element (Standardized)


In the Standardized financials responses, the FV elements map directly to standard chart of account (COA) codes, rather than to line item
IDs in the Layout section. The COA attribute specifies the COA code and FV element text represents the statement line-item value
corresponding to that COA code.

9.13 Get Ratios And Statistics (GetRatiosAndStatistics_1)


You can use the GetRatiosAndStatistics_1 request to generate ratios and statistics for a company. This request generates a wide range of
both issue specific and company specific data.

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XML Sample Request - Getting Ratios and Statistics

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetRatiosAndStatistics_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetRatiosAndStatistics_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" companyIdType="TICKER" companyId="TRIN" countryCode="" />
</Body>
</Envelope>

NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

For example, GetRatiosAndStatistics_1 request for Refinitiv (Ticker ‘TRIN’) returns the following:
XML Sample Response - Getting Ratios and Statistics

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/Fundamentals_1/
GetRatiosAndStatistics_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd=
"http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</Header>
<Body>
<GetRatiosAndStatistics_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1">
<RatiosAndStatistics Major="1" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/
26/webservices/rkd/RatiosAndStatistics_1">
<CoIDs xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company ContentCommon_1">
<CoID Type="RepNo">B0867</CoID>
<CoID Type="Company Name">Thomson Reuters PLC (ADR)</CoID>
<CoID Type="CIKNo">0001056084</CoID>

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</CoIDs>
<Issues xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<Issue ID="1" Type="C" Desc="Common Stock" Order="1">
<IssueID Type="Name">Ordinary Shares</IssueID>
<IssueID Type="Ticker">TRIN</IssueID>
<IssueID Type="RIC">TRIN.O </IssueID>
<IssueID Type="Display RIC">TRIN.O Q </IssueID>
<Exchange Code="NASD" Country ="USA ">NASDAQ </Exchange>
<GlobalListingType SharesPerListing="6.0">ADR</GlobalListingType>
</Issue>
</Issues>
<CoGeneralInfo xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<CoStatus Code="1">Active</CoStatus>
<CoType Code="EQU">Equity Issue</CoType>
<LastModified>2008-11-14</LastModified>
<LatestAvailableAnnual>2007-12-31</LatestAvailableAnnual>
<Employees LastUpdated="2008-04-17">50000</Employees>
<SharesOut Date="2008-11-11" TotalFloat="816100000.0">824277974.0</SharesOut>
<ReportingCurrency Code="USD">U.S. Dollars</ReportingCurrency >
<MostRecentExchange Date="2008-11-21">1.0</MostRecentExchange>
</CoGeneralInfo>
<Ratios PriceCurrency ="USD" ReportingCurrency ="USD" ExchangeRate="1.00000">
<IssueSpecific Order="1">
<Group ID="Dividend">
<Ratio FieldName="DIVNQ" Type="N">1.62000</Ratio>
...
<Ratio FieldName="YIELD" Type="N">6.69600</Ratio>
</Group>
<Group ID="Growth Rates"></Group>
...
<Group ID="Share Related Items">
...
</Group>
<Group ID="Short Interest">
<Ratio FieldName="SIC H G1" Type="N">-37.28800</Ratio>
...
<Ratio FieldName="SIV O L4" Ty pe="N">0.02700</Ratio>
</Group>
</Company Specific>
</Ratios>
</RatiosAndStatistics>
</GetRatiosAndStatistics_Response_1>
</Body>
</Envelope>

See Interpreting Common Fundamental Elements for explanations on the CoIDs, Issues, and CoGeneralInfo elements.
The <Ratios/> element contains all the ratios, both issue specific and company specific. These values are broken into logical groups,
indicated by the <Group/> element. Each ratio is identified using a 'FieldName' attribute.

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NOTE: The value '-99999.99000' means N/A (not available).

9.14 Getting a Company's Officers and Directors


The GetOfficersAndDirectors_1 request provides information about officers and directors of companies that are part of the Refinitiv coverage
universe. Information includes officer names and titles, including historical titles, biographical information and compensation related
information.
Officers and Directors data are compiled primarily from company filed documents, company web-sites and other company sources. This data
is usually updated once a year, unless significant officer/director changes are announced. Officer and Director names and titles are collected
for all companies that report such data (required reporting in the US).
Biographies are created, primarily using annual reports or an equivalent, for all officers where available. Biographical information is collected
at the company level. Therefore, if John Lennon belongs to four companies - assuming each provided a biography - he appears with four
biographies. This is due to the uniqueness of each biography presented by the company an officer/director is affiliated with.
Each officer and director can be recognized via two identifiers, Person ID and Officer ID. This presents a two-tier structure for individuals
within the Refinitiv People database. That is, person-level data and company-level data.
Person ID indicates a unique person within the Refinitiv People database. This ID allows users to build unique relationships between
individuals and view an officer/director's corporate affiliation and employment history. Note that Person ID does not change for a unique
individual and is never reused.
Officer ID indicates a unique person within a company. The same officer/director is assigned a different Officer ID in the context of a different
company. Thus, if John Lennon is currently an officer of one company and director of two companies, and in addition is an ex-officer of a
fourth company, he appears with one Person ID and four Officer ID's in the file. Note that Officer ID does not change and is never reused. In
addition, Officer ID should not be used to identify relationships between individuals and companies.
Remuneration related information is updated once a year and a new record is created even if there are no changes from the previous
instance of this data. Information is collected at the company level and is available for all companies in the Refinitiv Fundamentals universe if
provided in the source document. This information is available since 1997 for US markets and 2005 for non-US markets.
Title related information is updated, and new records are created, each time new information is made available. Thus, if John Lennon begins
and ends his 5 year tenure at a company as CFO, there is only one 'title' record for this person. However, if within these 5 years there are
changes to his title (e.g. he adds the title 'COO', and later transitions to role as 'CEO') then each of these changes causes a new record to be
created. For an inactive person, all sets of designations have a valid 'end date'. For a current (active) person, one set of designations has no
end date.
Committee Membership information displays board committees as established by the company's bylaws, as well as memberships for each
director and their title/date held. A committee enables a small group of relevant directors to focus on a specific issue and bring it to a
resolution. Each committee performs a complementary function, permitting the board to address areas of corporate governance in more
depth than may be possible within its own capacity. Therefore if ABC Corp. has three committees: Audit, Compensation and Executive, and
John Lennon is a member of the Compensation Committee, both his title, membership and tenure are provided.
The data available is for both active and inactive companies. Also, within each company, there may be information for current (active)
persons and inactive (i.e. ex-officers and ex-directors). A person's status is clearly indicated by the 'Status' tag, which takes values of 'officer',
'director', 'both' or 'inactive'. Once a person becomes 'inactive', his information is no longer updated (e.g. Age remains static).

9.14.1 Get Officers And Directors (GetOfficersAndDirectors_1)


Requests for a company's officers and directors are made using the GetOfficersAndDirectors_1 request, which, like most fundamentals
methods, specifies a company id and id type.
XML Sample Request - Getting Officers and Directors

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>

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<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetOfficersAndDirectors_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetOfficersAndDirectors_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" companyId="IBM.N" companyIdType="RIC" />
</Body>
</Envelope>

9.14.2 GetOfficersAndDirectors_Response_1 Element


Competitors responses, like most fundamentals methods, contain company-level and issue-level identifiers in addition to their main content.
Please see Interpreting Common Fundamental Elements for a description of these elements.
XML Sample Response - Getting Officers and Directors

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetOfficersAndDirectors_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</Header>
<Body>
<GetOfficersAndDirectors_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1">
<Officers Major="3" Minor="0" Revision="2" lang="en-US" xmlns="http://www.reuters.com/ns/2009/
01/26/webservices/rkd/OfficersDirectors_1">
<RepNo>4741N</RepNo>
<CompanyName Type="Primary">International Business Machines C rp.</CompanyName>
<Production Date="2008-05-19T17:05:38"></Production>
<OfficersInformation>
<Officer ID="28503" Status="Both" Rank="1" Active="1">
...
</Officer>
...
<Officer ID="28519" Status="Inactive" Active="0">
...
</Officer>
</OfficersInformation>
</Officers>

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</GetOfficersAndDirectors_Response_1>
</Body>
</Envelope>

9.14.2.1 OfficerInformation and Officer Elements


The OfficersInfo element is the main element of interest. This section contains all of the officers and directors related information. Information
for each officer begins with an Officer ID tag. Each officer within each company is assigned a unique Officer ID. This ID does not change, and
is not re-used. While an Officer ID indicates a unique person within a company, the same person is assigned a different Officer ID in the
context of a different company. In addition to Officer ID, the Person ID is presented as a separate element and enables identification of the
relationship between the individual and companies.
Officer Status indicates whether a person is an Officer, Director or Both. Officer Active indicates whether an officer and/or director is 1
(active) or 2 (inactive). If the individual no longer holds an Officer or Director title, their Officer Active is 0 (inactive).
Active persons are ordered in the file by their rank. Each active person is ranked using a system of sub-ranks for each title (e.g. Chairman of
the Board ranked higher than CEO, which in turn is ranked higher than VP). Inactive persons are not ranked in the OD file, and are ordered
by their most recent End Date.
Person Active indicates whether an individual (person) is 1 (active) or 2 (inactive) and is derived from Officer Status and Company Status. If
a person is active, all person-specific fields, are updated regardless of Officer Active status. A person is "active" when at least one
associated Officer ID is active, and the company associated with that Officer ID is active. If all associated Officer ID's are inactive or the
Company Status for each active officer is inactive, then the Person Active is 0 (inactive). Therefore, if a person belongs to two companies
and one is inactive, the age continues to be updated for both the active issue and the inactive issue.
When companies themselves are inactivated, no changes are made to the officer information contained in the database. Therefore Inactive
companies contain 'active' persons.

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XML Sample - Officer Information Elements

<OfficersInformation>
<Officer ID="28503" Status="Both" Rank="1" Active="1">
<Person ID="28503" Active="1"></Person>
<Submission Type="DEF 14A" Year="2007" Month="01" Day="31"></Submission>
<Submission Type="DEF 14A" Year="2007" Month="03" Day="12"></Submission>
<Submission Type="10-K" Year="2008" Month="02" Day="26"></Submission>
<Submission Type="DEF 14A" Year="2008" Month="03" Day ="10"></Submission>
...
</Officer>
</OfficersInformation>

Each Officer element also contains the following information divided up into sub_elements:
• Person Information
• Contact Information
• Corporate Affiliations
• Position Information
• Biographical Information
• Salary Information

9.14.2.2 Person Information


PersonInformation section contains information pertaining to the person's name, age (and date of birth), sex and educational background
including certifications.

NOTE: Person-specific fields are maintained on an individual level - i.e. as reported in a company's latest source document that an officer is
associated with. All fields within the "PersonInformation" container element is maintained until a person's status becomes inactive.

PersonInformation contains elements for each of the following:


• Name: Contains all information pertinent to an individual's name. Fields include first, middle, last and preferred name in addition to
prefix and suffix. First and last name are required fields. Preferred name may include an officers/directors nickname and/or
"western" name depending on their preference and origin.
• Certifications: The certifications element displays a certificate obtained by a person during his/her lifetime. This information is not be
linked to a date and only displays the certificate.
• Education: This section provides information on the person's educational background. Fields include college, degree, major and
graduation date, and are listed per Degree record. If a person has multiple degrees from the same college, then two records are
created.

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XML Sample - Personal Information Elements

<PersonalInformation>
<LastModified Date="2008-04-11T03:10:29"></LastModified>
<Name>
<Info Type="LastName">Palmisano</Info>
<Info Type="FirstName">Samuel</Info>
<Info Type="Middle/Initial">J.</Info>
<Info Type="Age">56</Info>
<Info Type="Sex">M</Info>
</Name>
<EducationHistory>
<Degree Order="1">
<College ID="1144">John Hopkins University </College>
</Degree>
</EducationHistory>
</PersonalInformation>

9.14.2.3 Contact Information


The ContactInformation element provides information on an officer's contact details. Fields include e-mail, messenger address, web-site,
phone, fax, mobile number, and contact person. The "ContactInformation" container element is optional; therefore, an element/attribute is not
available if it is null.
XML Sample - Contact Information Elements

<ContactInformation>
<EMail>[email protected]</EMail>
<Messenger>[email protected]</Messenger>
<Website>http://thomas.glocer.ime.reuters.com</Website>
<ContactPerson>
<Contact Name="Jane Welch" Title="Executive Assistant"/>
<PhoneNumbers>
<Phone Type="MainPhone">
<Country PhoneCode>44</Country PhoneCode>
<City AreaCode>20</City AreaCode>
<Number>75427711</Number>
</Phone>
<Phone Type="MainFax">
<Country PhoneCode>44</Country PhoneCode>
<City AreaCode>20</City AreaCode>
<Number>75191210</Number>
</Phone>
<Phone Type="MobilePhone">
<Country PhoneCode>44</Country PhoneCode>
<City AreaCode>79</City AreaCode>
<Number>90567711</Number>
</Phone>
</PhoneNumbers>
</ContactPerson>

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</ContactInformation><PersonInformation>

9.14.2.4 Corporate Affiliations


CorporateAffiliations section provides information on an officer's corporate affiliations or relationships within companies on the Fundamentals
database. Fields include Report Number, Company Name, Officer ID and Title and are listed per Order record.
XML Sample - Corporate Affiliations Elements

<CorporateAffiliations>
<Affiliation Order="0">
<Company RepNo="3526N" Name="Ford Motor Company" Active="1"></Company >
<Officer ID="55653" Title="Chairman of the Board, President, Chief Executive Officer, Director"
Active="0"></Officer>
</Affiliation>
<Affiliation Order="0">
<Company RepNo="4625N" Name="Imperial Chemical Industries PLC (ADR)" Active="0"></Company >
<Officer ID="117205" Title="Chairman of the Board" Active="0"></Officer>
</Affiliation>
<Affiliation Order="0">
<Company RepNo="4741N" Name="International Business Machines Corp." Active="1"></Company >
<Officer ID="28518" Title="Director" Active="0"></Officer>
</Affiliation>
<Affiliation Order="0">
<Company RepNo="A 493B" Name="Imperial Chemical Industries PLC" Active="0"></Company >
<Officer ID="605085" Title="Chairman of the Board" Active="0"></Officer>
</Affiliation>
</CorporateAffiliations>

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9.14.2.5 Position Information


PositionInformation contains an element on each of the following items:
• Tenure Dates: Tenure dates indicate the length of service for this person with this company. Tenure may be indicated for an Officer,
Director or both. The existence of an End Date indicates that the person is no longer an Officer (or Director) with the company.

NOTE: The date is not given in regular Date format (YYYYMMDD) because some components of the date (e.g. the Day) may
not be available. In some instances the Start Year may also not be available to Refinitiv. In such instances Start Year is
populated with the string NA.

• Titles: The Titles section details the various titles a person has held with a company, over time. Each Designation has a Start date,
may have an End date, has a Long Title as reported by the company, and up to four titles. Thus a company may report a person's
most recent title as 'Chairman of the Board and Chief Executive Officer'. This appears as the Long Title. The person is also tagged
with two 'title ID's': CHM =Chairman and CEO = Chief Executive Officer. If available, this title also has a Start date. However, as the
most current title, this does not have an End date. If this person was previously a VP of the company, then there will be another
Designation record in the file. This could have a Long Title of Vice President and a title ID VP=Vice President. As this is not the most
current title, this designation has an End date.
• Committee Memberships: This section details the various board committees a director sits on. Fields include committee, title and
start/end date.
XML Sample - Position Information Elements

<PositionInformation>
<TenureDates>
<OfficerStart Year="1997"></OfficerStart>
<DirectorStart Year="2000" Month="07" Day ="25"></DirectorStart>
</TenureDates>
<Titles>
<Designation>
<Start Year="2003" Month="01" Day ="01"></Start>
<LongTitle>Chairman of the Board, President, Chief Executive Officer</LongTitle>
<Title Order="0" ID="CHM">Chairman</Title>
<Title Order="1" ID="DRC">Director</Title>
<Title Order="2" ID="PRE">President</Title>
<Title Order="3" ID="CEO ">Chief Executive Officer</Title>
</Designation>
...
<Designation>
</Titles>
<CommitteeMemberships>
<Committee>
<CommitteeName ID="4">Executive</CommitteeName>>
<Title>Chairman</Title>
</Committee>
</CommitteeMemberships>
</PositionInformation>

9.14.2.6 Biographical Information


This section provides an officer's biography. Information is collected for all companies on the Fundamentals database where available and is
unique per company.
XML Sample - Biographical Information Elements

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<BiographicalInformation>
<Text Type="Biography">Samuel J. Palmisano is chairman of the Board, president and chief executive
officer of IBM and chairman of IBM'™s Executive Committee. Mr. Palmisano joined IBM in 1973. He was
elected senior vice president and group executive of the Personal Systems Group in 1997, senior vice
president and group executive of IBM Global Services in 1998, senior vice president and group
executive of Enterprise Systems in 1999, president and chief operating officer in 2000, chief
executive officer in 2002 and chairman of the Board in 2003. Mr. Palmisano is a director of Exxon
Mobil Corporation. Mr. Palmisano became an IBM director in 2000.</Text>
</BiographicalInformation>

9.14.2.7 Salary Information


This section contains information about an officers' remuneration, both salary (CompensationInformation) and stock options related
(OptionsInformation). The information is provided on a periodic basis, with a period end date identifying each period.
The currency for the reported remuneration is provided with the tag CompensationCurrency. This currency may change over time. Non-stock
option related compensation is listed under Compensation.
For stock options, number of options and value is listed for Exercised', 'Unexercised-Exercisable', and 'Unexercised- unexercisable'.
XML Sample - Salary Information Elements

<SalaryInformation>
<CompensationPeriod EndDate="2007-12-31">
<Submission Type="DEF 14A" Year="2008" Month="03" Day ="10"></Submission>
<CompensationCurrency >USD</CompensationCurrency>
<Company SpecificCompensation>
<CompensationInformation>
<Compensation COA="SAL" Line="Salary">620417</Compensation>
<Compensation COA="BON" Line="Bonus">220000</Compensation>
<Compensation COA="TAC" Line="Total Annual Compensation">840417</Compensation>
<Compensation COA="RSA" Line="Restricted Stock Awards">446201</Compensation>
<Compensation COA="AOC" Line="All Other Compensation">102778</Compensation>
<Compensation COA="AOC" Line="Change in Pension Value">748545</Compensation>
<Compensation COA="AOC" Line="Change in Retention Plan Value">541037</Compensation>
<Compensation COA="AOC" Line="Non-Equity Incentive Plan Compensation">1066400</
Compensation>
<Compensation COA="AOC" Line="Performance Share Units">1325988</Compensation>
<Compensation COA="AOC" Line="Premium Priced Options">796085</Compensation>
<Compensation COA="AOC" Line="Restricted Stock Units">736847</Compensation>
<Compensation COA="TLC" Line="Total Long Term Compensation">5797412</Compensation>
<Compensation COA"FYT" Line="Fiscal Year Total Compensation">6637829</Compensation>
</CompensationInformation>
</Company SpecificCompensation>
<StandardizedCompensation>
<CompensationInformation>
<Compensation COA="SAL" Type="Salary">620417</Compensation>
<Compensation COA="BON" Type="Bonus">220000</Compensation>
<Compensation COA="TAC" Type="Total Annual Compensation">840417</Compensation>
<Compensation COA="RSA" Type="Restricted Stock Awards">446201</Compensation>
<Compensation COA="AOC" Type="All Other Compensation">5351211</Compensation>

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<Compensation COA="TLC" Type="Total Long Term Compensation">5797412</Compensation>


<Compensation COA="FYT" Type="Fiscal Year Total Compensation">6637829</Compensation>
</StandardizedCompensation>
<OptionsInformation>
<Option Type="Exercised">
<Number>1466</Number>
<Value>76261</Value>
</Option>
</OptionsInformation>
</CompensationPeriod>
</SalaryInformation>

9.15 Getting a Company's Competitors


The Refinitiv Knowledge Direct API allows users to find out about the competitors of companies traded in the major US exchanges only. As
of April 2004, there were over 11,000 US active and inactive companies with reported competitor information.

9.15.1 Get Competitors (GetCompetitors_1)


Requests for a company's major competitors are made using the GetCompetitors_1 request, which, like most fundamentals methods, uses a
company id and id type.
XML Sample Request - Getting Company's Competitors

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetCompetitors_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetCompetitors_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" companyId="IBM" companyIdType="ticker" />
</Body>
</Envelope>

NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

9.15.2 GetCompetitors_Response_1 Element


Competitors responses, like most fundamentals methods, contain company-level and issue-level identifiers in addition to their main content.
Please see Interpreting Common Fundamental Elements for a description of these elements.
XML Sample Response - Getting Company's Competitors

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<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetCompetitors_1_Reply</a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</Header>
<Body>
<GetCompetitors_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1">
<Competitors Major="1" Minor="0" Rev ision="1" xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Competitors_1">
<CoIDs xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company ContentCommon_1">
<CoID Type="RepNo">4741N</CoID>
<CoID Type="Company Name">International Business Machines Corp.</CoID>
<CoID Type="IRSNo">130871985</CoID>
<CoID Type="CIKNo">0000051143</CoID>
</CoIDs>
<Issues xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
...
</Issues>
<CoGeneralInfo xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
...
</CoGeneralInfo>
<CompetitorsInfo LastModified="2008-01-08T01:04:19.433">
<Competitor Order="1">
<CompID Type="RepNo">4302N</CompID>
<CompID Type="Company Name">Hewlett-Packard Company</CompID>
<CompID Type="Ticker">HPQ</CompID>
<CompCoType Code="EQU">Equity Issue</CompCoType>
<CompCoStatus Code="1">Active</CompCoStatus>
</Competitor>
...
<Competitor Order="19">
<CompID Type="RepNo">A17C8</CompID>
<CompID Type="Company Name">Applied Micro Circuits Corporation</CompID>
<CompID Type="Ticker">AMCC</CompID>
<CompCoType Code="EQU">Equity Issue</CompCoType>
<CompCoStatus Code="1">Active</CompCoStatus>
</Competitor>
...
<Competitor Order="9">

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<CompID Type="RepNo">57840</CompID>
<CompID Type="Company Name">Microsoft Corporation</CompID>
<CompID Type="Ticker">MSFT</CompID>
<CompCoType Code="EQU">Equity Issue</CompCoType>
<CompCoStatus Code="1">Active</CompCoStatus>
</Competitor>
</CompetitorsInfo>
</Competitors>
</GetCompetitors_Response_1>
</Body>
</Envelope>

The <Competitor> element is the container element for each competitor of the company. The order number is assigned based on the original
entry of the competitor company. For example, if a competitor company is added in the order of 2 (order = 2), but it is no longer competing
with the company, then you see the competitor companies 1, 3, 4,... But there is not any competitor company order = 2.
The real order of the competitors is based on the size of their market caps and/or revenues.

NOTE: The order of Competitor nodes in the response XML does not necessarily follow the numeric sort order of the Order attribute value.

• CompID Element: There are currently four identifiers used for each competitor where available. These id types are Repo Number,
Company Name, Ticker and Symbol. Competitors can contain information about private, non-trading companies, in which case the
API shows empty elements for all identifiers except RepNo and CompanyName.
• CompCoType: This element indicates the type of capital structure a competitor has or the type of issues the competitor company
primarily trades.

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9.16 Getting a List of Major Customers


The Refinitiv Knowledge Direct API provides access for a limited set of companies to names of major customers and revenue attributable to
these customers. As of November, 2003, approximately 10%-15% of companies covered in the Fundamentals database have reported
information about their major customers. Many companies do not have this data available.

9.16.1 Get Major Customers (GetMajorCustomers_1)


Requests for a company's major customers are made using the GetMajorCustomers_1 request element, which, like most fundamentals
methods, uses a company id and id type.
XML Sample Request - Getting a List of Major Competitors

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetMajorCustomers_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetMajorCustomers_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" companyId="IBM.N" companyIdType="RIC" />
</Body>
</Envelope>

9.16.2 GetMajorCustomers_Response_1 Element


Major customers responses, like most fundamentals methods, contain company-level and issue-level identifiers in addition to their main
content.
See Interpreting Common Fundamental Elements for a description of these elements. The MCInformation element contains information
about attributable customer revenues for each period for which revenue information is available. The detail for a particular period is
contained within a FiscalPeriod element.
XML Sample - FiscalPeriod Element Containing Customer Details

<FiscalPeriod EndDate="2002-12-31" FiscalYear="2002" Type="Annual">


<FPHeader>
<PeriodLength>12</PeriodLength>
<PeriodType Code="M">Months</PeriodType>
<UpdatedType Code="UPD">Updated Normal</UpdatedType>
<StatementDate>2002-12-31</StatementDate>
<Source Date="2003-06-30">20-F</Source>
</FPHeader>
<CustomerDetails>
<CustomerOrderNumber Name="Infineon Technologies, Inc." Percent="21.900563"
Revenue="15.448000">1</CustomerOrderNumber>

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<CustomerOrderNumber Name="Semiconductor Component Industries, Ltd." Percent="19.900194"


Revenue="14.037000">2</CustomerOrderNumber>
<CustomerOrderNumber Name="Texas Instruments, Inc." Percent="18.499511" Revenue="13.049000">3
</ CustomerOrderNumber>
<CustomerOrderNumber Name="Philips Components Philippines, Inc." Percent="8.999532"
Revenue="6.348000">4</CustomerOrderNumber>
<CustomerOrderNumber Name="Fairchild Semiconductor" Percent="7.000581" Revenue="4.938000">5
</CustomerOrderNumber>
<CustomerOrderNumber Name="Total Revenue" Percent="100.000000" Revenue="70.537000">0
</CustomerOrderNumber>
</CustomerDetails>
</FiscalPeriod>

9.16.3 FPHeader Element


Refinitiv collects both originally reported and revised (or restated) data. However, the GetMajorCustomers_1 request only displays the most
recent (restated) data. Any given period can therefore be uniquely identified using the combination of Fiscal Period EndDate Date.
Major Customer data is collected only on an annual basis. The Fiscal Period Header section described here is common across various
Refinitiv financials APIs, and has the flexibility to accommodate information about interim (quarterly) periods. Users of Major Customers
information can ignore references to interim periods, because for Major Customers responses, all referenced periods are of type 'Annual'.

9.16.4 CustomerDetails Element


This section provides the names of customers and respective revenues associated with each customer. In some instances, customer
'names' are proxies such as 'Customer A', 'Customer B' etc.
• CustomerOrderNumber Element: The CustomerOrderNumber element indicates the order that each segment is reported in by
the company.
• Name Attribute: The Name attribute indicates the name of the customer as provided by the company. In many cases this includes
actual customer name - in some cases the company is reported anonymously, and so it is a proxy for the customer name (e.g.
Customer A).
• Revenue Attribute: The Revenue attribute specifies the revenue attributable to the customer, as reported by the reporting
company.
• Percent Attribute: The Percent attribute specifies the percent of total company revenue attributed to the customer.

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9.17 Getting a Detailed Company Description


The GetLongCompanyDescription_1 request of the Refinitiv Knowledge Direct API provides a detailed business description about
companies, including information about the company's current operations, history, its different divisions and products, and the markets it
serves. The information is primarily collected from annual reports, with periodic updates to reflect substantial changes in the company's
business during the year.
A more concise description, the Refinitiv Short Business Description can be obtained via the GetGeneralInformation_1 request.

9.17.1 Get Long Company Description (GetLongCompanyDescription_1)


Requests for general company information are made using the GetLongCompanyDescription_1 request, which, like most fundamentals
methods, uses a company id and id type.
XML Sample Request - Getting Long Company Description

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetLongCompanyDescription_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetLongCompanyDescription_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/
rkd/Fundamentals_1" companyId="IBM.N" companyIdType="RIC" />
</Body>
</Envelope>

9.17.2 GetLongDescription_Response_1 Element


Long description responses, like most fundamentals methods, contain company-level and issue-level identifiers in addition to their main
content. See Interpreting Common Fundamental Elements for a description of these elements.
IndustryInfo Element: This section contains information about the Refinitiv assigned industry and sectors that the company belongs to. It is
similar to the industry information provided in the peerInfo element of GetGeneralInformationResponse.
XML Sample - IndustryInfo Element

<IndustryInfo>
<Industry Type="MGINDUSTRY" Code="0909" Mnem="SV SBUS">Business Services</Industry >
<Industry Type="MGSECTOR" Code="09" Mnem="SERVIC">Services</Industry>
</IndustryInfo>

Text Element: The Text element contains the long business description for the company.
XML Sample - Text Element

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<Text LastModified="2008-01-03" SourceFilingDate="2007-02-27" SourceFilingType="10K; PRS;


PRS">International Business Machines Corporation (IBM), incorporated on June 16, 1911, is an information
technology (IT) company. IBM also provides business, technology and consulting services. The Company's
major operations comprise a Global Services segment, a Systems and Technology Group, a Software segment
and a Global Financing segment. IBM's business comprises three principal business segments: Systems and
Financing, Software and Services. The majority of the Company's enterprise business, which excludes the
Company's original equipment manufacturer (OEM) technology business, occurs in industries that are
broadly grouped into six sectors: financial services (banking, financial markets and insurance, public
(education, government, healthcare and life sciences), industrial (aerospace, automotive, defense,
chemical and petroleum and electronics), distribution (consumer products, retail, travel and
transportation), communications (telecommunications, media and entertainment, and energy and utilities)
and small and medium business (mainly companies with less than 1,000 employees). .... ....
...
</Text>

9.18 Getting General Company Information


Requests for General Company Information have been created to meet the demands of users who wish to use and display non-financial
information such as company contact information, related industries, hyperlinks of related web content, and descriptive company
information.

9.18.1 Get General Information (GetGeneralInformation_1)


Requests for general company information are made using the GetGeneralInformation_1 request, which, like most fundamentals methods,
specifies a 'companyId' and 'idType'. In addition, a CountryCode can be specified as well as the option to include or exclude the company's
reference information. See Getting Company Reference Information for more information.
You can also define the language in which the general information should be returned. The following languages (language code in
parenthesis) are supported:
• Arabic (ar-SA)
• Danish (da-DK)
• German (de-DE)
• Greek (el-GR)
• English (en-US)
• Spanish (es-ES)
• Finnish (fi-FI)
• French (fr-FR)
• Hebrew (he-IL)
• Indonesian (id-ID)
• Italian (it-IT)
• Japanese (ja-JP)
• Korean (ko-KR)
• Norwegian (nb-NO)
• Dutch (nl-NL)
• Polish (pl-PL)
• Portuguese Brazilian (pt-BR)
• Portuguese (pt-PT)
• Russian (ru-RU)

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• Swedish (sv-SE)
• Thai (th-TH)
• Turkish (tr-TR)
• Vietnamese (vi-VN)
• Simplified Chinese (zh-CHS)
• Traditional Chinese (zh-CHT)

NOTE: Not all companies have the corresponding data in above languages. If the corresponding language file is missing, the response
returns data in English as default.

The following example passes RIC id for IBM and requests to return reference information in the response by setting
<ShowReferenceInformation> to 'true'.
XML Sample Request - Getting General Information

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetGeneralInformation_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetGeneralInformation_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" company Id="IBM.N" companyIdType="RIC" lang="en-US"
ShowReferenceInformation="true"/>
</Body>
</Envelope>

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9.18.2 GetGeneralInformation_Response_1 elements


The response for GetGeneralInformation_1 request returns the following information in the GeneralInformation element:
• Industry Classification
• General Information
• Issue Information
• Contact Information
• Web links
• Descriptive sections
• Advisors
• Officers
If <ShowReferenceInformation> is set to 'true' in the request, the response also contains the company reference information (see Getting
Company Reference Information for more details).
XML Sample Response - Getting General Information

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetGeneralInformation_1_Reply /a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</Header>
<Body>
<GetGeneralInformation_Response_1 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1">
<ReferenceInformation Major="3" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/
26/webservices/rkd/ReferenceInformation_1">
<RepNo>4741N</RepNo>
<Production Date="2008-01-26T21:59:55" />
<Company Information>
<Company Xrefs>
<Company Xref Type="IRSNo">130871985</Company Xref>
...
<Company Name Type="Primary">International Business Machines Corp.</Company Name>
</Company Xrefs>
<Company Status>
...
</Company Status>
<Company Updates>
...
</Company Updates>
<Currencies>

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<Industry Classification>
<Taxonomy Type="RBSS 2004">
<Detail Order="1" Code="57211" Description="IT Services &amp; Consulting" />
</Taxonomy>
...
<Taxonomy Type="MGINDUSTRY">
<Detail Order="1" Code="0909" Mnemonic="SV SBUS" Description="BusinessServices" />
</Taxonomy>
</Industry Classification>
</Company Information>
<IssueInformation>
<Issue ID="1" Type="C" Order="1">
...
</Issue>
<Issue ID="2" Type="P" Order="1">
...
</Issue>
</IssueInformation>
</ReferenceInformation>
<GeneralInformation Major="3" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/GeneralInformation_1">
<RepNo>4741N</RepNo>
<Company Name Type="Primary">International Business Machines Corp.</Company Name>
<Production Date="2008-05-19T10:45:48" />
<Industry Classification>
<Taxonomy Type="RBSS 2004">
<Detail Order="1" Code="57211" Description="IT Services &amp; Consulting" />
</Taxonomy>
<Taxonomy Type="NAICS 1997">
<Detail Order="1" Code="541611" Description="Administrative Management and General Management
Consulting Services" />
...
<Detail Order="10" Code="334119" Description="Other Computer Peripheral Equipment
Manufacturing" />
</Taxonomy>
...
</Industry Classification>
<IndexMemberships>
<ConstituentOf IndexRIC=".DJI">Dow Industry </ConstituentOf>
<ConstituentOf IndexRIC=".GSPC">S&amp;P 500</ConstituentOf>
</IndexMemberships>
<Company GeneralInfo>
<Employees LastUpdated="2007-12-31">386558</Employees>
<TotalSharesOut Date="2008-03-31" TotalFloat="1365000000.0">1373478587.0</TotalSharesOut>
<IncorporatedIn Date="1911-06-16" Country ="USA">NY</IncorporatedIn>
</Company GeneralInfo>
<IssueInformation>
<Issue ID="1" Type="C" Order="1">
<IssueDetails ParCurrency ="USD" ParValue="0.2" ShsAuthorized="4.6875E+09"
ShsOut="1.37347853E+09" ShsOutDate="2008-03-31" Float="1.365E+09" Votes="1"
ConversionFactor="1" />

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</Issue>
<Issue ID="2" Type="P" Order="1">
<IssueDetails ParCurrency ="USD" ParValue="0.01" ShsAuthorized="1.5E+08" ShsOut="0"
ShsOutDate="2008-03-31"/>
</Issue>
</IssueInformation>
<ContactInfo LastUpdated="2008-04-29T17:13:54">
<Address>
...
</Address>
<ContactPerson>
...
</ContactPerson>
<PhoneNumbers>
...
</PhoneNumbers>
</ContactInfo>
<WebLinksInfo LastUpdated="2008-02-27T09:14:48">
<WebSite Type="Home Page">http://www.ibm.com/</WebSite>
<WebSite Type="Investor Relations">http://www.ibm.com/investor/?cm_re=rcol-_-link-_-investor</
WebSite>
<WebSite Type="Financial Information">http://www.ibm.com/investor/filings/index.phtml</WebSite>
<WebSite Type="Corporate History/Profile">http://www.ibm.com/investor/company/index.phtml
</WebSite>
<WebSite Type="Executives">http://www.ibm.com/investor/corpgovernance/cgmgmt.phtml</WebSite>
<WebSite Type="Products/Services">http://www.ibm.com/sandbox/homepage/version-b/</WebSite>
<WebSite Type="Employment Opportunities">http://www-03.ibm.com/employment/</WebSite>
</WebLinksInfo>
<TextInfo>
<Text Type="Business Summary" LastUpdated="2008-04-29T21:08:17" lang="en-US"
SourceFilingDate="2008-01-02T00:00:00" SourceF ilingType="PRS; PRS; PRS">International Business
Machines Corporation (IBM) is an information technology (IT) company. The Company's major
operations include a Global Technology Services (GTS) segment, a Global Business Services (GBS)
segment, a Systems and Technology segment, a Software segment and a Global Financing segment. In
February 2008, the Company acquired Arsenal Digital Solutions and Net Integration Technologies
Inc. Arsenal is a privately held company based in Cary , North Carolina, with a suite of on-demand
data protection solutions. In January 2008, IBM announced that it has completed its acquisition
of Cognos Incorporated. In January 2008, IBM acquired XIV, a privately held storage technology
company based in Tel Aviv, Israel. In September 2007, IBM completed the acquisition of DataMirror
Corporation. In August 2007, IBM acquired WebDialogs, Inc. In April 2008, the Company completed
the acquisition of Telelogic AB, Diligent Technologies, FilesX and InfoDyne Corporation. </Text>
...
</TextInfo>
<Advisors>
<Auditor Code="PWCL" Name="PricewaterhouseCoopers LLP" />
<TransferAgent Code="137" Name="Computershare Trust Company" />
</Advisors>
<OfficersInfo>
<Officer ID="28503" Status="Both" Rank="1" PersonID="28503" lang="en-US">
<Submission Type="DEF14A" Year="2008" Month="03" Day="10" />
<NameAndTitle>
<PersonalInfo>
...

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</PersonalInfo>
<TenureDates>
<OfficerStart Year="1997" />
<DirectorStart Year="2000" Month="07" Day="25" />
</TenureDates>
<Titles>
<Designation>
<Start Year="2003" Month="01" Day="01" />
<LongTitle>Chairman of the Board, President, Chief Executive Officer</LongTitle>
<Title Order="0" ID="CHM">Chairman</Title>
<Title Order="1" ID="DRC">Director</Title>
<Title Order="2" ID="PRE">President</Title>
<Title Order="3" ID="CEO">Chief Executive Officer</Title>
</Designation>
...
<Designation>
...
</Designation>
</Titles>
</NameAndTitle>
</Officer>
...
</OfficersInfo>
</GeneralInformation>
</GetGeneralInformation_Response_1>
</Body>
</Envelope>

9.18.2.1 GeneralInformation Element


GeneralInformation is the main element that contains all the information listed above as well as:
• RepNo: RepNo is the permanent identifier for a company in the Fundamentals database.
• CompanyName: States the full name of the company.
• Production Date: This section contains the date and time for when the information was last generated.

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XML Sample - General Information Elements

<GeneralInformation Major="3" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/26/


webservices/rkd/GeneralInformation_1">
<RepNo>4741N</RepNo>
<CompanyName Type="Primary">International Business Machines Corp.</CompanyName>
<Production Date="2008-05-19T10:45:48" />

9.18.2.2 Industry Classification


Information is provided on the Refinitiv Industry, Refinitiv Sector, NAICS and SIC codes that are applicable to the company. Refinitiv has
created industry and sector classification schemas which currently include 112 industries and 12 sectors. Each company in the database is
assigned a Refinitiv industry and sector code.
Each company is also assigned a number of NAICS 1997 and SIC codes, depending on the lines of businesses the company is involved in.
Some of these codes are company reported (reported code = 1) while others are assigned by Refinitiv.

NOTE: Company reported SIC and NAICS codes are always tagged Order = 0 (concurrently with reported code = 1). Refinitiv assigned
codes are tagged with Order codes 1-10. Since the Refinitiv assigned codes often include the company reported code, there is often
duplication in the list of Order codes 0-10. Users should note this potential duplication when using these codes.

CODE DESCRIPTION

NAICS1997 Based on NAICS codes published in 1997.

SIC1987 Based on SIC codes published in 1987. Note that this is the last set of SIC codes published; SIC codes
were subsequently replaced by NAICS codes.

RBSS2004 Reuters Business Sector Schema - Reuters proprietary industry codes. A four tier industry classification
system.

MGSECTOR Legacy sector codes; to be retired from Refinitiv products in 2006.

MGINDUSTRY Legacy industry codes; to be retired from Refinitiv products in 2006.

XML Sample - Industry Classification Element

<Industry Classification>
<Taxonomy Type="RBSS 2004">
<Detail Order="1" Code="57211" Description="IT Services &amp; Consulting" />
</Taxonomy>
<Taxonomy Type="NAICS 1997">
<Detail Order="1" Code="541611" Description="Administrative Management and General Management
Consulting Services" />
<Detail Order="2" Code="561439" Description="Other Business Service Centers (including Copy
Shops)"/>
...
<Detail Order="9" Code="42142" Description="Office Equipment Wholesalers" />
<Detail Order="10" Code="334119" Description="Other Computer Peripheral Equipment
Manufacturing" />
</Taxonomy>
<Taxonomy Type="SIC 1987">

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<Detail Order="1" Code="8742" Description="Management Consulting Services" />


<Detail Order="2" Code="7389" Description="Business Services, Nec" />
...
<Detail O rder="10" Code="3577" Description="Computer Periph'L Equipment, Nec" />
</Taxonomy>
<Taxonomy Type="MGSEC TO R">
<Detail Order="1" Code="09" Mnemonic="SERVIC" Description="Services" />
</Taxonomy >
<Taxonomy Type="MGINDUSTRY">
<Detail Order="1" Code="0909" Mnemonic="SVSBUS" Description="Business Services" />
</Taxonomy>
</Industry Classification>

ELEMENT DESCRIPTION

Taxonomy Type Schema being used.

Order Order number for the given industry type.

Code Code number for the given industry type.

Mnemonic Market Guide Mnemonic (used only for MGSector and MGIndustry).

Description Description of assigned code.

9.18.2.3 Company General Information


The Company General Information section contains some frequently used company level information such as number of employees, shares
outstanding and float. Where available (for US companies only), information is provided about when the company went public, and where the
company is incorporated in.

NOTE: The shares outstanding and float numbers are derived from the issue level shares outstanding and float figures. Share counts from all
issues are added up, weighted by the conversion factor to the primary class of shares, and expressed in equivalent to primary class basis.

XML Sample - Company General Information Elements

<Company GeneralInfo>
<Employees LastUpdated="2007-12-31">386558</Employees>
<TotalSharesOut Date="2008-03-31" TotalFloat="1365000000.0">1373478587.0</TotalSharesOut>
<IncorporatedIn Date="1911-06-16" Country="USA">NY</IncorporatedIn>
</Company GeneralInfo>

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• Employees: Number of employees.


- LastUpdated: Date this value was last updated.
• TotalSharesOut: Shares outstanding, in equivalent to primary class basis.
- Date: Date this value was last updated.
- TotalFloat: Float, derived from issue level data.
• CommonShareholders: Number of common shareholders.
- Date: Date this value was last updated.
• IncorporatedIn: State of incorporation (US only).
- Date: Date of incorporation.
• PublicSince: Date company went public.

9.18.2.4 Issue Information


The issue information section provides certain details about each equity issue that the company has authorized. See Issues, Issue, and
IssueID - Response Elements for explanations of Issue ID and Issue Order. The Issue Type denotes whether an Issue is Common (C) or
Preferred (P). Issue Details contain the Par Currency, Par Value, Shares Authorized and other values.
XML Sample - Issue Information Elements

<IssueInformation>
<Issue ID="1" Type="C" Order="1">
<IssueDetails ParCurrency ="USD" ParValue="0.2" ShsAuthorized="4.6875E+09"
ShsOut="1.37347853E+09" ShsOutDate="2008-03-31" Float="1.365E+09" Votes="1"
ConversionFactor="1" />
</Issue>
<Issue ID="2" Type="P" Order="1">
<IssueDetails ParCurrency ="USD" ParValue="0.01" ShsAuthorized="1.5E+08" ShsOut="0"
ShsOutDate="2008-03-31" />
</Issue>
</IssueInformation>

ELEMENT DESCRIPTION

Issue ID Unique, Refinitiv assigned issue ID within a company. See Issues, Issue, and IssueID - Response
Elements.

Issue Type Common or Preferred Issue.

Issue Order Refinitiv assigned Order ID. See Issues, Issue, and IssueID - Response Elements. Order = 1 denotes
primary issue.

ParCurrency The currency of the Par value.

ParValue Par value.

ShsAuthorized Number of shares authorized for the issue.

ShsOut Number of shares outstanding for the issue.

Float Float.

Votes Vote per share for this issue.

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ELEMENT DESCRIPTION

ConversionFactor Conversion factor to primary issue.

9.18.2.5 Contact Information


This section provides contact information for the company, including an address, a contact person with title, phone/fax number(s) and e-mail.
XML Sample - Contact Information Elements

<ContactInfo LastUpdated="2008-04-29T17:13:54">
<Address>
<StreetAddress Line="1">One New Orchard Road</StreetAddress>
<City>Armonk</City >
<StateOrRegion>NY</StateOrRegion>
<PostalCode>10504</PostalCode>
<CountryCode="USA">United States</Country >
</Address>
<ContactPerson>
<ContactName>Edward Barbini</ContactName>
<ContactTitle>Investor Relations</ContactTitle>
</ContactPerson>
<PhoneNumbers>
<Phone Type="MainPhone">
<Country PhoneCode>1</Country PhoneCode>
<City AreaCode>914</City AreaCode>
<Number>4991900</Number>
</Phone>
<Phone Type="MainFax">
<Country PhoneCode>1</Country PhoneCode>
<City AreaCode>914</City AreaCode>
<Number>7656021</Number>
</Phone>
<Phone Type="ContactPhone">
<Country PhoneCode>1</Country PhoneCode>
<City AreaCode>914</City AreaCode>
<Number>4996565</Number>
</Phone>
</PhoneNumbers>
</ContactInfo>

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9.18.2.6 Web Links


This section lists various commonly used web page addresses for the company, including home page, 'news releases' page, 'profile' page,
the investor relations page, etc.
XML Sample - Web Links Elements

<WebLinksInfo LastUpdated="2008-02-27T09:14:48">
<WebSite Type="Home Page">http://www.ibm.com/</WebSite>
<WebSite Type="Investor Relations">http://www.ibm.com/investor/?cm_re=rcol-_-link-_-investor</
WebSite>
<WebSite Type="Financial Information">http://www.ibm.com/investor/filings/index.phtml</WebSite>
<WebSite Type="Corporate History /Profile">http://www.ibm.com/investor/company/index.phtml</
WebSite>
<WebSite Type="Executives">http://www.ibm.com/investor/corpgovernance/cgmgmt.phtml</WebSite>
<WebSite Type="Products/Services">http://www.ibm.com/sandbox/homepage/version-b/</WebSite>
<WebSite Type="Employment Opportunities">http://www-03.ibm.com/employment/</WebSite>
</WebLinksInfo>

9.18.2.7 Descriptive Sections


TextInfo segment provides various descriptive information sets on the company, including the following:
• Business Summary: Short business description, limited to 1,000 characters.
• Equity Composition: For US exchange traded co's, par values of common issues, treasury stock info and beneficial ownership
info if available.
• Analyst Footnotes: Comments from Refinitiv analyst responsible for updating company.
• Financial Summary: Summary of most recently reported results.

NOTE: Refinitiv also has a separate XML product that provides Long Business Descriptions (approx. 8,000 characters) for US exchange
traded companies.

XML Sample - Text Information Elements

<TextInfo>
<Text Type="Business Summary" LastUpdated="2008-04-29T21:08:17" lang="en-US"
SourceFilingDate="2008-01-02T00:00:00" SourceFilingTy pe="PRS; PRS; PRS">International Business
Machines Corporation (IBM) is an information technology (IT) company. The Company's major operations
include a Global Technology Services (GTS) segment, a Global Business Services (GBS) segment, a
Systems and Technology segment, a Software segment and a Global Financing segment. In February 2008,
the Company acquired Arsenal Digital Solutions and Net Integration Technologies Inc. Arsenal is a
privately held company based in Cary, North Carolina, with a suite of on- demand data protection
solutions. In January 2008, IBM announced that it has completed its acquisition of Cognos
Incorporated. In January 2008, IBM acquired XIV, a privately held storage technology company based in
Tel Aviv, Israel. In September 2007, IBM completed the acquisition of DataMirror Corporation. In
August 2007, IBM acquired WebDialogs, Inc. In April 2008, the Company completed the acquisition of
Telelogic AB, Diligent Technologies, FilesX and InfoDyne Corporation. </Text>
<Text Type="Equity Composition" LastUpdated="2008-04-30T00:00:00">Common Stock $ .20 Par, 3/08,
4,687,500,000 auth., 2,069,370,899 issd., less 695,892,312 shs. in Treas. @ $ 3.3B. Insiders own less
than 1% (incl. 5.3M Options). PO 12/68, 50K shs. @ $ 328.50 by Merrill Lynch. 5/99, 5/97, 2-for-1
stock splits. FY'04 Q's are restated.</Text>

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<Text Type="Analyst Footnotes" LastUpdated="2008-04-30T00:00:00">7/95, Co. acq. Lotus Development


Corp. for $ 3.2B. F Y'98-'00 financials and '99-'00 Q 's are reclass. F Y'01-'02 Q 's are restated for
discontinued operations.</Text>
<Text Type="Financial Summary" LastUpdated="2008-04-30T00:00:00">BRIEF: For the three months ended
31 March 2008, International Business Machines Corporation's revenues increased 11% to $ 24.5B. Net
income from continuing operations increased 26% to $ 2.32B. Revenues reflect an increase in income
from Global Technology Services segment, higher sales from Software segment and Global Business
services segment. Net income also reflects higher gross margin and increased intellectual property
income.</Text>
</TextInfo>

ELEMENT DESCRIPTION

Type Type of descriptive information.

LastUpdated Last update date and time for the textual data.

Lang Language in which text is presented. Applicable only to Business summary. Currently the only available
language in v3 files is English (en).

SourceFilingDate Filing date of source document.

SourceFilingType Type of source document, such as 10-K.

9.18.2.8 Advisors
This section provides information on the company's current auditor and transfer agent/registrar where available. Where available, phone
numbers for transfer agents are also provided. The phone number format is similar to phone number in the ContactInfo section of this file.
XML Sample - Advisors Elements

<Advisors>
<Auditor Code="PWCL" Name="PricewaterhouseCoopers LLP" />
<TransferAgent Code="137" Name="Computershare Trust Company" />
</Advisors>

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ELEMENT DESCRIPTION

Auditor Code 4-letter code for auditor.

Auditor Name Full name of auditing firm.

TransferAgent Code Numeric code for transfer agent.

TransferAgent Name Current company transfer agent/registrar.

Phone Contains the following advisor information:


• CountryPhoneCode: CountryCodes of phone numbers.
• City-areacode: City area codes of phone numbers.
• Number: Phone numbers.

9.18.2.9 Officers
This section provides information on company executives, including name, age, title(s) and source document where officer information was
collected from. Codes are used to represent officer titles and source document types.
While Refinitiv collects information on all officers and directors listed in company filings, the GenInfo file contains information about up to 10
officers and 5 directors.
• Person Identifiers
Each person within each company is assigned a unique Officer ID. This ID does not change, and is not re-used. However, no
relationship is indicated between persons that belong to more than one company. While an Officer ID indicates a unique person
within a company, the same person is assigned a different OfficerID in the context of a different company. Thus, if John Lennon is
currently an officer of one company and director of two companies, and in addition is an ex-officer of a fourth company, he appears
with four ID's in the file, with no link indicated between the four people.
A person can be an officer, a director or both an officer and a director within a firm. While no ranking is provided by reporting
companies, Refinitiv assigns a rank to each person based on their title(s), with the highest ranking person having the lowest rank
number.
• Officer specific data
Within the Personal Info section, the First, Middle and Last name, and person's age is provided.
Tenure dates indicate the length of service for this person with this company. Tenure may be indicated for Officer, Director or both.
The existence of an End Date indicates that the person is no longer an Officer (or Director) with the company.

NOTE: The date is not given in regular Date format (YYYYMMDD) because some components of the date (e.g. the Day) may
not be available.

In some instances the Start Year may also not be available to Refinitiv. In such instances Start Year is populated with the string NA.
The Titles section details the various titles a person has held with a company, over time. Each Designation has a Start date, may
have an End date, has a Long Title as reported by the company, and up to four titles.
Thus, a company may report a person's most recent title as 'Chairman of the Board and Chief Executive Officer'. This appears as
the Long Title. The person is also tagged with two 'title ID's': CHM = Chairman and CEO = Chief Executive Officer. If available, this
title also has a Start date. However, as the most current title, this does not have an End date.
If this person was previously a VP of the company, then there is another Designation record in the file. This could have a Long Title
of Vice President and a title ID VP=Vice President. As this is not the most current title, this designation does have an End date.
XML Sample - Officers Elements

<OfficersInfo>
<Officer ID="28503" Status="Both" Rank="1" PersonID="28503" lang="en-US">
<Submission Type="DEF 14A" Year="2008" Month="03" Day="10" />
<NameAndTitle>

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<PersonalInfo>
<Info Type="LastName">Palmisano</Info>
<Info Type="FirstName">Samuel</Info>
<Info Type="Suffix" />
<Info Type="Prefix" />
<Info Type="PreferredName" />
<Info Type="Middle/Initial">J.</Info>
<Info Type="Age">56</Info>
<Info Type="Sex">M</Info>
<PersonalInfo>
<TenureDates>
<OfficerStart Year="1997" />
<DirectorStart Year="2000" Month="07" Day ="25" />
</TenureDates>
<Titles>
<Designation>
<Start Year="2003" Month="01" Day ="01" />
<LongTitle>Chairman of the Board, President, Chief Executive Officer</LongTitle>
<Title Order="0" ID="CHM">Chairman</Title>
<Title Order="1" ID="DRC">Director</Title>
<Title Order="2" ID="PRE">President</Title>
<Title Order="3" ID="CEO">Chief Executive Officer</Title>
</Designation>
...
<Designation>
<Start Year="1997" />
<End Year="2000" Month="07" Day ="25" />
<LongTitle>Senior Vice President and Group Executive</LongTitle>
<Title Order="0" ID="SVP">Senior Vice President</Title>
</Designation>
</Titles>
</NameAndTitle>
</Officer>
...
<Officer ID="381182" Status="Director" Rank="22" PersonID="923422" lang="en-US">
...
</Officer>
</OfficersInfo>

ELEMENT DESCRIPTION

Officer ID ID number for the officer.

Officer Status Denotes whether individual is an officer of company, director or both.

Officer Rank Rank order of the officer.

Officer PersonID ID number for person.

PersonalInfo Last name, first name, middle initial, age or sex of officer.

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ELEMENT DESCRIPTION

TenureDates Contains start dates as a director or/and as an Officer.

Titles Contains designations for the title , start date under the title, title order and abbreviation.

9.19 Get Industry Aggregate (GetIndustryAggregate_1)


You can use GetIndustryAggregate_1 request to generate ratios and statistics for an industry, sector, or index. This data includes the
following groups:

• Price and Volume

• Dividend

• Growth Rates

• Income Statement

• Management Effectiveness

• Per Share Ratios

• Prices Related

• Institutional Ownership

• Financial Strength

• Efficiency Ratios

• Profitability Ratios

• Share Related Items


XML Sample Request - Getting Industry Aggregates

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetIndustry Aggregate_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetIndustryAggregate_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" companyIdType="REPONO" companyId="[agg repono]" countryCode="" />
</Body>
</Envelope>

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NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

For retrieving ratios for an aggregate, the "REPONO" companyIdType should always be used. Specify the repono for a single industry,
sector, or index.

NOTE: You can get a list of aggregate response by using GetFundamentalsReferenceLists_1 request (see Getting a List of Industries,
Sectors, and Indexes (Aggregates)).

For example, GetIndustryAggregate_1 request for industry "A5C6B" returns the following:
XML Sample Response - Getting Industry Aggregates

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetIndustry Aggregates_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</Header>
<Body>
<GetIndustry A ggregate_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/
rkd/Fundamentals_1">
<MGIA Major="1" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Industry Aggregate_1">
<AggIDs Category ="Index">
<AggID Type="REPO">A 5C 6B</AggID>
<AggID Type="CODE">SP 600</AggID>
<AggID Type="NAME">S&amp;P 600</AggID>
</AggIDs>
<Aggregates>
<Group ID="Price &amp; Volume">
<Agg FieldName="BETA" Type="N">1.01100</Agg>
<Agg FieldName="NPRICE" Type="N">21.47000</Agg>
<Agg FieldName="PR04WKPCT" Type="N">-100.00000</Agg>
...
<Agg FieldName="PR5DAYPRC" Type="N">-100.00000</Agg>
<Agg FieldName="PRYTDPCT" Type="N">-100.00000</Agg>
<Agg FieldName="VOL1DPRC" Type="N">19.98800</Agg>
</Group>
<Group ID="Dividend">
<Agg FieldName="YIELD" Type="N">3.98600</Agg>
<Agg FieldName="ADIV5YAVG" Type="N">1.26200</Agg>
</Group>
...

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<Group ID="Share Related Items">


<Agg FieldName="MKTCAP" Type="N">481.62800</Agg>
</Group>
</Aggregates>
</MGIA>
</GetIndustry Aggregate_Response_1>
</Body>
</Envelope>

ELEMENT DESCRIPTION

REPO Refinitiv repo (report) number for the industry.

CODE Refinitiv code for the industry.

NAME Descriptive name for the industry.

Group ID The ratios and statistics are broken into related groups. These groups are "Price & Volume", "Dividend",
"Growth Rates", "Income Statement", "Management Effectiveness", "Per Share Ratios", "Price Related",
"Institutional Ownership", "Financial Strength", "Efficiency Ratios", "Profitability Ratios", and "Share
Related Items".

FieldName Each item is identified by a field name.

Type The <Type> attribute indicates the data type: <N> = number, <D> = date, or <C> = character.

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9.20 Getting Company Reference Information


Company Reference information provides the following company information:

• Company Information: This section contains information relevant to the Company. It contains information about external Company ID's
(e.g. IRS Number, Company Name etc), about what content sets (e.g. financial statements, estimates, officer data etc) are available
from Refinitiv, how recently such information has been updated, and other relevant details.
• Issue Information: IssueInformation contains details specific to the various equity issues that belong to a company (e.g. Common Issue
1, Preferred issue 4 etc). Information includes external ID's (CUSIP, SEDOL Ticker, primary RIC etc), about whether the issue is public
or private etc.

9.20.1 Get Fundamentals Reference Info (GetFundamentalsReferenceInfo_1)


By specifying 'companyID', 'companyIDType' and an optional 'countryCode' we are able to retrieve that company's reference information.
The following example passes RIC for IBM.
XML Sample Request - Getting Fundamentals Reference Information

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetFundamentalsReferenceInfo_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetFundamentalsReferenceInfo_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1" companyId="IBM.N" companyIdType="RIC" countryCode="" />
</Body>
</Envelope>

NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

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The response retrieves the following information:


XML Sample Response - Getting Fundamentals Reference Information

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetFundamentalsReferenceInfo_1_Reply </a:A ction>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>7bd7f532f7a04a29bb12e732f0f3050d</a:RelatesTo>
</Header>
<Body>
<GetFundamentalsReferenceInfo_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1">
<ReferenceInformation Major="3" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/
01/26/webservices/rkd/ReferenceInformation_1">
<RepNo>4741N</RepNo>
<Production Date="2008-01-26T21:59:55"></Production>
<Company Information>
<Company Xrefs>
<Company Xref Type="IRSNo">130871985</Company Xref>
<Company Xref Type="CIKNo">0000051143</Company Xref>
<Company Xref Type="FProXRef">100002523</Company Xref>
<Company Xref Type="OrgID">18228</Company Xref>
<Company Name Type="Primary">International Business Machines Corp.</Company Name>
</Company Xrefs>
<Company Status>
<Company Type="EQU "></Company>
<AvailableInfo Type="BusinessIntelligence">1</AvailableInfo>
<AvailableInfo Type="Financials">1</AvailableInfo>
<AvailableInfo Type="Estimates">1</AvailableInfo>
<AvailableInfo Type="SignificantDevelopment">1</AvailableInfo>
<AvailableInfo Type="Officers">1</AvailableInfo>
<FilingStatus CurrentStatus="Filing" ReasonCode="0"></FilingStatus>
<HasPublicDebt>0</HasPublicDebt>
</Company Status>
<Company Updates>
<LastModified Type="Financials">2008-01-24T18:44:27</LastModified>
<LastModified Type="Other">2008-01-25T10:22:02</LastModified>
<LatestInformation Type="AnnualFinancials">2007-12-31</LatestInformation>
<LatestInformation Type="InterimFinancials">2007-12-31</LatestInformation>
</Company Updates>
<Currencies>
<Currency Type="FinancialStatements">USD</Currency >
<Currency Type="Estimates">USD</Currency >

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<Currency Type="Primary IssuePrice">U SD</Currency >


</Currencies>
<Industry Classification>
<Taxonomy Type="RBSS2004">
<Detail Order="1" Code="57211" Description="IT Services &amp; Consulting">
</Detail>
</Taxonomy>
...
<Taxonomy Type="MGINDUSTRY">
<Detail Order="1" Code="0909" Description="Business Services"
Mnemonic="SVSBUS"></Detail>
</Taxonomy>
</Industry Classification>
</Company Information>
<Issue Information>
<Issue ID="1" Type="C" Order="1">
<IssueXrefs>
<IssueXref Type="Name">Common Stock</IssueXref>
<IssueXref Type="Ticker">IBM</IssueXref>
<IssueXref Type="Display RIC">IBM.N</IssueXref>
</IssueXrefs>
<IssueStatus>
<IssueType>Common Stock</IssueType>
</IssueStatus>
<IssueSpecifics>
<Exchange Code="NYSE" Country="USA" Region="NA">New York Stock Exchange
</Exchange>
<ListingType>OSR</ListingType>
<MostRecentSplit Date="1999-05-27">2.0</MostRecentSplit>
<SplitHistory>
<Split Date="1999-05-27">2.0</Split>
<Split Date="1997-05-28">2.0</Split>
</SplitHistory>
</IssueSpecifics>
</Issue>
<Issue ID="2" Type="P" Order="1">
<IssueXrefs>
<IssueXref Type="Name">Preferred Stock- 7.5%</IssueXref>
</IssueXrefs>
<IssueStatus>
<IssueType>Preferred Stock</IssueType>
</IssueStatus>
</IssueSpecifics>
<Exchange Code="NYSE" Country="USA" Region="NA">New York Stock Exchange
</Exchange>
</IssueSpecifics>
</Issue>
</IssueInformation>
</ReferenceInformation>
</GetFundamentalsReferenceInfo_Response_1>
</Body>

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</Envelope>

9.20.2 ReferenceInformation Element


ReferenceInformation is the main element that contains the CompanyInformation Element and Issue element as well as:
• RepNo: Permanent identifier for a company assigned by Refinitiv.
• Production Date: This section contains the date and time for when the information was last generated.
XML Sample - ReferenceInformation Elements

<ReferenceInformation Major="3" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2009/01/26/


webservices/rkd/ReferenceInformation_1">
<RepNo>4741N</RepNo>
<Production Date="2008-01-26T21:59:55"></Production>
<Company Information>
...
</Company Information>
<IssueInformation>
...
</IssueInformation>
</ReferenceInformation>

9.20.3 Company Xref's


This section contains company level reference information including company name and external CompanyIdentifiers.
Available external identifiers at a company level are the IRS Number, CIK number and XRef; both are specific to US companies. In addition,
the Company Name is provided.

NOTE: Currently, only one version of Company Name (labeled 'Primary') is provided in the file. In the future, other versions,such as a local
version or a more abbreviated version of the name may be provided.

XML Sample - Company Xrefs Elements

<Company Xrefs>
<Company Xref Type="IRSNo">130871985</Company Xref>
<Company Xref Type="CIKNo">0000051143</Company Xref>
<Company Xref Type="FProXRef">100002523</Company Xref>
<Company Xref Type="OrgID">18228</Company Xref>
<Company Name Type="Primary">International Business Machines Corp.</Company Name>
</Company Xrefs>

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9.20.4 Company Status


CompanyStatus contains information about the type of content available for the company, and the company classification according to
Refinitiv. The following is the breakdown of information provided in CompanyStatus:

ELEMENT DESCRIPTION

Company Type This indicates the type of capital structure a company has or the type of issues the company primarily
trades.

NOTE: The Fundamentals database primarily covers financial statement information for companies with
publicly traded equity. The majority of companies trade Equity and a minority trade Debt Issues only,
with the other types appearing infrequently. If a company trades more than one type of the stock, only
the primary stock is used to describe the company type.

The following is the list of values and their descriptions:


• EQU: Stands for Equity. Company trades common shares. Additionally, the company may have
other types of securities such as debt and preferred stock issued.
• DBT: Stands for Debt Issue. Company has publicly traded debt but no common or preferred stock
trading.
• PRE: Stands for Preferred. Issue Company has preferred stock but no common stock trading. IPO:
Stands for Pre-IPO. Company has filed an IPO registration statement, but shares are not trading in
the market.
• LPT Limited: Stands for Partnership, Reserved for future use.
• IDX: Stands for Index. Reserved for future use.
• PVT: Stands for Private. Company is private.

Company Status Contains the following status information:


• ActiveStatus: This flag indicates whether a company is active in the Refinitiv Fundamentals
database. The flag can take one of two values:
• 0 means the company is inactive due to all of its issues being inactive.
• 1 means the company is active due to at least one issue being considered active.
• CurrentEstimates: This flag indicates whether there are any 'current' or ‘valid' estimates for the
company.
• 0 stands for no current estimates. No brokers have any estimates that are considered current
or active. The company may have had active estimates in the past.
• 1 stands for current estimates exist. At least one broker has one estimate that is currently
considered 'active'.
• AvailableInfo: Indicated what type of company information is available from Refinitiv Company
Content. The types of content referred to here are:
• Financials: History of company financials.
• Estimates: Estimates from brokers, plus Refinitiv Consensus Estimates.
• Significant Developments: filtering service. See Entitlement Requests for more information.
• BusinessIntelligence: Descriptive information, including company address, business
description etc.
• Officers: Names, titles, bios and compensation on company officers and directors.

FilingStatus Indicates whether or not the company is currently filing financial statements. There are instances when
the company is active and public, but not filing financial statements. This flag indicates when an active,
public company is not filing, and why it is not filing.

HasPublicDebt Indicates whether or not the company has any outstanding public debt.

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XML Sample - Company Status Elements

<Company Status>
<Company Type="EQU"></Company >
<AvailableInfo Type="BusinessIntelligence">1</AvailableInfo>
<AvailableInfo Type="Financials">1</AvailableInfo>
<AvailableInfo Type="Estimates">1</AvailableInfo>
<AvailableInfo Type="SignificantDevelopment">1</AvailableInfo>
<AvailableInfo Type="Officers">1</AvailableInfo>
<FilingStatus CurrentStatus="Filing" ReasonCode="0"></FilingStatus>
<HasPublicDebt>0</HasPublicDebt>
</Company Status>

9.20.5 Company Updates


This section contains information about when certain types of content were last updated as well as data regarding the most current fiscal
period for which financial data. The LatestInformation element contains the period end dates for the latest available financials.
XML Sample - Company Updates Elements

<Company Updates>
<LastModified Type="Financials">2008-01-24T18:44:27</LastModified>
<LastModified Type="Other">2008-01-25T10:22:02</LastModified>
<LatestInformation Type="AnnualFinancials">2007-12-31</LatestInformation>
<LatestInformation Type="InterimFinancials">2007-12-31</LatestInformation>
</Company Updates>

9.20.6 Currencies
This section contains information about the various currencies that may be applicable to a specific company. This includes the following:
• FinancialStatements: Currency of the most current financial statements.
• Estimates: The currency of the estimates for this company.
• PrimaryIssuePrice: The pricing currency for the 'primary issue' for the company.
XML Sample - Currencies Elements

<Currencies>
<Currency Type="FinancialStatements">USD</Currency >
<Currency Type="Estimates">USD</Currency >
<Currency Type="Primary IssuePrice">USD</Currency >
</Currencies>

9.20.7 Industry Classification


This section contains information about the company's primary industry classifications. While Fundamentals tags each company by up to 10
NAICS and 10 SIC codes, GetFundamentalsReferenceInfo only contains the primary classification for each industry classification system
(taxonomy).

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XML Sample - Industry Classification Elements

<Industry Classification>
<Taxonomy Type="RBSS 2004">
<Detail Order="1" Code="57211" Description="IT Services &amp; Consulting"></Detail>
</Taxonomy>
<Taxonomy Type="NAICS 1997">
<Detail O rder="1" Code="541611" Description="Administrative Management and General Management
Consulting Services"></ Detail>
</Taxonomy>
<Taxonomy Type="SIC 1987">
<Detail Order="1" Code="8742" Description="Management Consulting Services"></Detail>
</Taxonomy>
<Taxonomy Type="MGSECTOR">
<Detail Order="1" Code="09" Description="Services" Mnemonic="SERVIC"></Detail>
</Taxonomy>
<Taxonomy Type="MGINDUSTRY">
<Detail Order="1" Code="0909" Description="Business Services" Mnemonic="SVSBUS"></Detail>
</Taxonomy>
</Industry Classification>

ELEMENT DESCRIPTION

Type Indicates type of classification.

Order In this case, the order is always 1, indicating primary classification.

Code Unique industry code.

Description Name of the industry.

Mnemonic A mnemonic for the code.

9.20.8 Issue Information


This section provides Issue level information for the company's issues. While a company may have multiple issues (e.g. multiple classes of
common, preferred) outstanding, one of these is considered to be the 'Primary' Issue.
Various factors are taken into account in deciding what the primary issue is. These include whether or not the issue trades, the number of
shares outstanding, float, trading volumes, voting power etc. In general, the primary issue is the company's Common issue that is most
actively traded and that has the largest float.
The information in this section allows user to cross-reference the issues with some commonly used identifiers, and also get other basic
information on the issue.
Refinitiv tracks information on both common and preferred equity types, as well as on multiple classes of each type. Each of these issues is
assigned an Order number, with the primary issue receiving an Order of 1. The Order assigned to a specific issue may change over time.
Refinitiv also assigns an IssueID for each of an Issuer's issues. These IssueID's do not change over time, and can be used to uniquely
identify an issue in combination with the Report Number (RepNo).

NOTE: The financial statement information is not issue specific, but is published at the company level.

XML Sample - Issue Information Element

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<IssueInformation>
<Issue ID="1" Type="C" Order="1">
<IssueXrefs>
...
</IssueXrefs>
<IssueStatus>
...
</IssueStatus>
<IssueSpecifics>
...
</IssueSpecifics>
<Issue>
<Issue ID="2" Type="P" Order="1">
...
</Issue>
</IssueInformation>

• ID: Unique, non-changing ID.


• Type: Common (C) or Preferred (P).
• Order: Order of the issue. Order = 1 denotes primary issue.

9.20.9 Issue Xref


This section contains issue level reference information including company name, and external identifiers. Current identifiers at the issue level
are:
• Issue Name
• Ticker
• RIC
• Pricing RIC
Since an issue may have multiple RIC's (RIC's are per listing, and not per issue), the RIC in GetFundamentalsReferenceInfo_1 Response is
the 'primary RIC'.
The Pricing RIC is a market-level code structured as a number of elements. Most ordinary equities have a three- or four- character code
used to create the RIC and are followed by a delimiter and source code. Lower case characters are sometimes used to denote A/B Class
Shares or Preference Shares. The Delisted RIC Syntax consists of a ^ after the original RIC followed by a month and year could that
signifies when the RIC was actually de-listed. Examples include TRIN.O, MLTX^C03.
XML Sample - IssueXref Element

<IssueXrefs>
<IssueXref Type="Name">Common Stock</IssueXref>
<IssueXref Type="Ticker">IBM</IssueXref>
<IssueXref Type="RIC">IBM</IssueXref>
<IssueXref Type="Display RIC">IBM.N</IssueXref>
</IssueXrefs>

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9.20.10 Issue Status


This section contains further information about the issue - whether the issue is active (still exists, or has been retired etc), whether the issue
is public, or if it is expected to IPO. The status types are as follows:
• ActiveStatus: Whether issue is currently active (1 = active).
• PublicStatus: Whether issue is public or private (1 = public).
• ExpectedIPO: Whether the private issue is expected to IPO (1= expected to IPO).
XML Sample - IssueStatus Element

<IssueStatus>
<IssueType>Common Stock</IssueType>
<Status Type="ActiveStatus">1</Status>
<Status Type="PublicStatus">1</Status>
<Status Type="ExpectedIPO">0</Status>
</IssueStatus>

9.20.11 Issue Specific


This section contains details about where the exchange is listed and the type of listing this is.
Some company issues trade on multiple exchanges around the world. These cross exchange listings generally represent the same issue of
stock, and therefore the same fundamental information. Refinitiv only tracks the listing on the primary exchange in these cases.
However, certain cross border listings such as American Depository Receipt's (ADR's) are stored as separate 'issuers' in the Refinitiv
Fundamentals database because regulatory bodies of certain markets require the disclosure of financial statements per local accounting.
Each of these 'companies' has its own set of financial statements. In the Refinitiv database, these companies appear more than once - each
'issuer' with its own RepNo. A full list of companies that appear more than once in the database may be provided on request.
Refinitiv tracks the following types of listing types:

TYPE DESCRIPTION

OSR Ordinary Shares.

ADR American Depository Receipt.

LDR Level I ADR.

ROF Rule 144 shares.

EDR European Depository Receipt.

CCR Canadian Cross Listing.

GSR Global Share.

If there has been a stock split since the company was first added to the Refinitiv database, the most recent split date and split factor are
provided. For example, a split factor of 2 indicates that a 2-for-1 stock split has occurred. When the stock split becomes effective, Refinitiv
uses the split factor to adjust all per share and shares outstanding fields in the Fundamentals database. As such all data is adjusted to reflect
the current share capital structure. If there have been no stock splits since the company was added to the database, the element is not
published.
XML Sample - IssueSpecific Element

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<IssueSpecifics>
<Exchange Code="NYSE" Country="USA " Region="NA">New York Stock Exchange</Exchange>
<ListingType>OSR</ListingType>
<MostRecentSplit Date="1999-05-27">2.0</MostRecentSplit>
<SplitHistory >
<Split Date="1999-05-27">2.0</Split>
<Split Date="1997-05-28">2.0</Split>
</SplitHistory >
</IssueSpecifics>

• Exchange: Contains Exchange Code, three-letter CountryCode and name of the exchange.
• Listing Type: Contains one of listing type values described above.
• MostRecentSplit: Contains the split factor and a date of the most recent split.

9.21 Getting a List of Industries, Sectors, and Indexes (Aggregates)


To request ratios for specific industries, sectors, or indexes (aggregates) you must first retrieve the Refinitiv code for the aggregate. Use
GetFundamentalsReferenceList_1 request to generate a list of aggregates and their associated codes. For information about requesting the
ratios for the aggregate, see Get Industry Aggregate (GetIndustryAggregate_1).

NOTE: The data in this list rarely changes. Refinitiv recommends only requesting the aggregate list once a day and caching the data.

XML Sample Request - Getting a List of Aggregates

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetFundamentalsReferenceLists_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetFundamentalsReferenceLists_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1" Category="Aggregate" />
</Body>
</Envelope>

The response returns the following when querying for Aggregates:


XML Sample Response - Getting a List of Aggregates

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">

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<Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetFundamentalsReferenceLists_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<GetFundamentalsReferenceLists_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1">
<FundamentalLookUp xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/LookUp_1">
<Aggregates>
<Aggregate RepoNo="A 5BF 7" Category ="MGSector" AggCode="01" AggMnem="BASIC M"
AggName="Basic Materials" ParentICCode=""></Aggregate>
<Aggregate RepoNo="A5BF8" Category="MGIndustry" AggCode="0103" AggMnem="CHMMFG"
AggName="Chemical Manufacturing" ParentICCode="01"></Aggregate>
...
<Aggregate RepoNo="A6A48" Category="Index" AggCode="SP500" AggMnem=""
AggName="S&amp;P 500" ParentIC Code=""></Aggregate>
<Aggregate RepoNo="A5C6B" Category="Index" AggCode="SP600" AggMnem=""
AggName="S&amp;P 600" ParentIC Code=""></Aggregate>
</Aggregates>
</FundamentalLookUp>
</GetFundamentalsReferenceLists_Response_1>
</Body>
</Envelope>

ELEMENT DESCRIPTION

AggCode Refinitiv code for the industry, sector or index.

AggMnem Mnemonic code for the industry, sector or index.

Category Aggregate type. "MGSector" = Sector, "MGIndustry" = Industry, "Index" = Index.

ParentICCode Indicates the parent sector code for an industry.

RepoNo Refinitiv repo (report) number for the industry, sector, or index.

9.21.1 Get Fundamentals Reference Lists (GetFundamentalsReferenceLists_1)


In addition to retrieving a list of Aggregates showed in the previous example GetFundamentalsReferenceLists_1 request method can be
used to retrieve other reference lists by setting the value of the Category attribute to one of the following:

NAME CATEGORY VALUE

Accounting Standards AccountingStandards

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NAME CATEGORY VALUE

Aggregates Aggregate

Auditors Auditor

Auditors Opinions AuditorsOpinions

Balance Sheet Types BalanceSheetTypes

Cash Flow Methods CashFlowMethods

COA Types COATypes

Colleges Colleges

Co-Statuses CoStatuses

Countries Countries

Date Units DateUnits

Degrees Degrees

Exchanges Exchanges

Financial Statements FinancialStatements

Issue Types IssueTypes

Issuer Types IssuerTypes

Line Items LineItems

Report Units ReportUnits

Titles Titles

Topic Type Topic Type

Taxonomy TaxonomyCodes

Update Types UpdateTypes

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XML Sample Request - Getting Fundamentals Reference List

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetFundamentalsReferenceLists_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetFundamentalsReferenceLists_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1" Category="CashFlowMethods" />
</Body>
</Envelope>

XML Sample Response - Getting Fundamentals Reference List


The response returns the following when querying for CashFlowMethods:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetFundamentalsReferenceLists_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<GetFundamentalsReferenceLists_Response_1 xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1">
<FundamentalLookUp xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/LookU p_1">
<CashFlow Methods>
<CashFlow Method Code="DIR">Direct</CashFlow Method>
<CashFlow Method Code="IND">Indirect</CashFlow Method>
</CashFlow Methods>
</FundamentalLookUp>
</GetFundamentalsReferenceLists_Response_1>
</Body>
</Envelope>

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Response Format: The FundamentalLookUp element contains the sub-element requested for in the Category attribute that in turn contains
a node for each reference value. In the example above since the list for CashFlowMethods was requested the FundamentalLookUp element
has a sub element called CashFlowMethods (plural), which is made up of CashFlowMethod (singular) nodes. If the request was for
Currencies, the FundamentalLookUp element would have contained Currencies sub-element with Currency nodes.

9.22 Industry Classification Schema (ICS)


This chapter provides details and examples on taxonomies and their hierarchy as well as descriptive information for each industry code.

9.22.1 Overview
Companies in the Fundamentals database (approx 39,000 companies as of May 2005) are all tagged with a number of industry classification
tags. Each company is tagged with a Reuters Business Sector Schema (RBSS) code, up to ten North American Industry Classification
System (NAICS) codes and up to ten Standard Industry Classification (SIC) codes. The ICS Requests allow users to view the hierarchy for
each of these three taxonomies, descriptive information for each industry code and the list of companies that have been assigned to each of
these codes.

9.22.1.1 Reuters Business Sector Schema (RBSS)


The Reuters Business Sector Schema (RBSS) is a four-tier industry classification system introduced by Reuters in 2004. This replaces the
two-tier classification system (MGIndustry) used previously by Fundamentals, (previously Multex Fundamentals). RBSS has xx sectors at
the top level and 108 industries at the bottom level.
Reuters Business Classification (RBC) has replaced Reuters Business Sector Schema (RBSS). TRBC is designed to keep track of the
primary business engaged in by an entity. TRBC is market-oriented and aims to track the correlationship between certain stocks and prices.
TRBC is the revised version of RBSS.
In 2012, TRBC2012 replaced TRBC2009.

9.22.1.2 Standard Industry Classification (SIC)


Standard Industry Classification (SIC) codes were the primary classification system used by the US government until its replacement by the
NAICS. The Bureau has revised the classification system a number of times, with the final revision in 1987.Fundamentals tagging is based
on SIC 1987 definitions. While these codes were superseded by NAICS codes (see below) in 1997, the codes continue to have wide
following, and therefore are maintained by Refinitiv.

9.22.1.3 North American Industry Classification System (NAICS)


The North American Industry Classification System (NAICS) codes were introduced by the US Census Bureau to replace SIC codes. There
have also been revisions of NAICS codes; Fundamentals currently uses the definitions published in 1997.

9.22.1.4 Industry Tagging


As described above, each company in the database is tagged with one RBSS code, and up to ten SIC and NAICS codes. In addition, if
companies self-report SIC and/or NAICS codes, these are also provided - a special flag is used to indicate company reported codes. Most
US companies list one SIC or NAICS code.
Industry tagging is based on Refinitiv- understanding of the company's main line of business, as described by the company in its financials
reports, including management discussion and analysis, business segment reporting etc. Industry tagging is reviewed at least once a year,
with more frequent reviews if company announces a substantial change in its business lines due to expansion, contraction, M&A activity etc.

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9.22.2 ICS Requests


There are two requests that can be used to retrieve ICS information:
• FindIndustryClassificationSchema_1 request: Retrieves information about an industry and all its 'children' industries.
• GetIndustryClassificationSchemaFullHierarchy_1 request: Retrieves full hierarchy for a Taxonomy type specified in the request.

9.22.2.1 Find Industry Classification Schema (FindIndustryClassificationSchema_1)


This request allows a user to pass a taxonomy type and a sector/industry code, and see information about that industry and all its 'children'
industries. For all industries returned, an industry code and title, and optional descriptions, are provided. A further option allows the user to
ask to see Report Numbers (unique CompanyIdentifiers) for all companies that belong to these industries.
The request has the following attributes:

ATTRIBUTE NAME REQUIRED DESCRIPTION

TaxonomyCode x Code for Taxonomy of interest.

IndustryCode x Code for industry within the specified Taxonomy.

WantToSeeCompanies Default value is 'false'.

WantToSeeDescriptions Default value is 'false'.

LanguageCode Default values is 'en-US'.

The attribute <TaxonomyCode> can take one of the following values:

CODE DESCRIPTION

RBSS2004 Reuters Business Sector Schema, a 4-tier schema introduced in 2004. See Reuters Business Sector
Schema (RBSS) for more detail.Reuters Business Sector Schema

NAICS1997 NAICS codes introduced in 1997. See North American Industry Classification System (NAICS) for more
detail.

SIC1987 1987 SIC codes, replaced by NAICS codes in 1997. See Standard Industry Classification (SIC) for more
detail.

XML Sample Request - Searching for Industry Classification Schema

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/FindIndustry ClassificationSchema_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>

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<FindIndustryClassificationSchema_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1" TaxonomyCode="RBSS2004" IndustryCode="50"
WantToSeeCompanies="true" WantToSeeDescriptions="true" LanguageCode="en-US" />
</Body>
</Envelope>

The response to the FindICSRequest method contains two parts: Parent and Children.
• Parent element is displayed if the requested industry has any parents - i.e. it is NOT displayed for requests for the highest level
Economic Sector codes. The Parent element contains the attributes Code, Mnemonic, Title and Description.
• Children container element contains within it the hierarchy of industry codes that belong to the requested industry code. Each 'Child'
element within the Children container element contains four attributes similar to the 'Parent' element described above.
XML Sample Response - Searching for Industry Classification Schema

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/FindIndustry ClassificationSchema_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<FindIndustry ClassificationSchema_Response_1 xmlns:xsi="http://www.w3.org/2001/XMLSchema-
instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/ns/2009/
01/26/webservices/rkd/Fundamentals_1">
<Industry Code="50" Mnemonic="ENER" Title="Energy" Description="The Energy economic sector
consists of companies engaged in the exploration, extraction and refining of coal, oil and
natural gas." xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/Industry
Classification_1">
<Children>
<Child Code="501" Mnemonic="ENER" Title="Energy " Description="The Energy business
sector consists of companies engaged in the exploration, extraction and refining of
coal, oil and natural gas.">
<Children>
<Child Code="5011" Mnemonic="COAL" Title="Coal" Description="The Coal industry
group consists of companies engaged in the mining and beneficiating of coal and
providing support service for coal.">
<Children>

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<Child Code="50111" Mnemonic="50111" Title="Coal" Description="The coal


industry consists of companies engaged in the exploration, mining,
beneficiating, crushing, screening, washing and sizing of coal and other
alternative energy resources. The industry also includes companies engaged
in testing, tunneling, blasting, training, and other contract based coal
related services. The coal industry excludes: (coal tar for paving,
classified in Construction Materials), (coal breakers, cutters, and
pulverizers manufacturing, classified in Construction Agricultural
Machinery), (coke coal, classified in Steel), (coal tar resin and
distillation, classified in Chemicals - Commodity.)">
<Children>
<Companies>
<Company RepoNo="0066A" />
...
<Company RepoNo="B3C3A" />
</Companies>
...
</Industry>
</FindIndustry ClassificationSchema_Response_1>
</Body>
</Envelope>

ATTRIBUTE DESCRIPTION

Code Unique code (per taxonomy) for the industry code.

Mnemonics A mnemonic for the code; values available only for RBSS codes.

Title A descriptive title.

Description Optional description of this industry, available for RBSS Taxonomy only.

Companies Container element, contains list of Report Numbers (RepoNos), of constituent companies, for the lowest
tier of the hierarchy.

9.22.2.2 Get Industry Classification Schema Full Hierarchy (GetIndustryClassificationSchemaFullHierarchy_1)


This request allows the user to pass a taxonomy type and see the full hierarchy for that taxonomy. It also allows the user to see textual
descriptions for the various industry types returned.
The request for this method has the following attributes:

ATTRIBUTE NAME REQUIRED DESCRIPTION

TaxonomyCode x Code for Taxonomy of interest. See Taxonomy Codes table in Find Industry Classification
Schema (FindIndustryClassificationSchema_1) for more details.

WantToSeeDes x Default value is 'false'.


criptions

LanguageCode Default values is 'en-US'.

XML Sample Request - Getting Industry Classification Schema Full Hierarchy

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<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetIndustry ClassificationSchemaFullHierarchy _1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetIndustryClassificationSchemaFullHierarchy_Request_1 xmlns="http://www.reuters.com/ns/2009/
01/26/webservices/rkd/Fundamentals_1" TaxonomyCode="RBSS2004" WantToSeeDescriptions="true"
LanguageCode="en-US"/>
</Body>
</Envelope>

The response to the GetFullICSHierarchy method produces the full hierarchy for the requested taxonomy. For example, for the RBSS2004
taxonomy, it provides all Economic Sectors, all Business Sectors, all Industry Groups and all Industries. For each type, a code and a title,
and optionally a description is provided.
A list of companies cannot be requested through this method, even though there are empty elements in the response to denote placeholders
for constituent companies.
The response begins with the 'Industry' element to denote the highest level of the hierarchy, the Economic Sector. Within this element, the
Code, Mnemonic, Title and Description are attributes. These are identical to the list of attributes described below for the 'Child' element.
Each Industry then has multiple 'Children' sub-elements, which contain the hierarchy of Business Sectors, Industry Groups and Industries
that belong to the Economic Sector. Each Child Element has a structure parallel to the Industry Element structure, with the Code, Mnemonic,
Title and Description elements. Each Child element may also have a 'Children' sub- element to denote the hierarchy of industries that belong
to the Child.

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XML Sample Response - Getting Industry Classification Schema Full Hierarchy

<s:Envelope xmlns:s="http://www.w 3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/FindIndustry ClassificationSchema_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<GetIndustry ClassificationSchemaFullHierarchy_Response_1 xmlns:xsi="http://www.w3.org/2001/
XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns="http://www.reuters.com/
ns/2009/01/26/webservices/rkd/Fundamentals_1">
<Industry Code="50" Mnemonic="ENER" Title="Energy" Description="The Energy economic sector
consists of companies engaged in the exploration, extraction and refining of coal, oil and
natural gas." xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/Industry
Classification_1">
<Children>
<Child Code="501" Mnemonic="ENER" Title="Energy" Description="The Energy business sector
consists of companies engaged in the exploration, extraction and refining of coal, oil and
natural gas.">
<Children>
<Child Code="5011" Mnemonic="COAL" Title="Coal" Description="The Coal industry group
consists of companies engaged in the mining and beneficiating of coal and providing
support service for coal.">
<Children>
<Child Code="50111" Mnemonic="50111" Title="Coal" Description="The coal
industry consists of companies engaged in the exploration, mining,
beneficiating, crushing, screening, washing and sizing of coal and other
alternative energy resources. The industry also includes companies engaged in
testing, tunneling, blasting, training, and other contract based coal related
services. The coal industry excludes: (coal tar for paving, classified in
Construction Materials), (coal breakers, cutters, and pulverizers
manufacturing, classified in Construction Agricultural Machinery), (coke coal,
classified in Steel), (coal tar resin and distillation, classified in
Chemicals - Commodity.)">
<Children>
<Companies/>
</Child>
</Children>
<Companies />
</Child>
...
</Children>
<Companies />
</Industry>
</FindIndustry ClassificationSchema_Response_1>

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</Body>
</Envelope>

ATTRIBUTE DESCRIPTION

Code Unique code (per taxonomy) for the industry code.

Mnemonics A mnemonic for the code; values available only for RBSS codes.

Title A descriptive title.

Description Optional description of this industry, available for RBSS Taxonomy only.

Companies Container element, contains list of Report Numbers (RepoNos), of constituent companies, for the lowest
tier of the hierarchy.

9.23 Fundamental Reports


Refinitiv Fundamental Reports have been created to meet the demands of users who primarily intend to display or print information about
publicly traded companies. The reports contain general information such as business descriptions and officer names, historical financial
statements, estimated financials variables and a number of frequently used ratios.
Currently the following reports are available:

• Get Ratios Reports (GetRatiosReports_1): Contains a larger (compared to Snapshot report) number of financial ratios and estimate
figures.

• Get Financial Statements Reports (GetFinancialStatementsReports_1): Contains six years of financials and five quarters (or
interims) of financials. Financials include I/S, B/S and C/F.

• Get Snapshot Reports (GetSnapshotReports_1): Retrieves a company description, address, contact details, officer names and a
limited number of financial ratios and estimates.
• Get Fundamental Reports (GetFundamentalReports_Request_1): Retrieves general information such as business descriptions and
officer names, historical financial statements, estimated financials variables and a number of frequently used ratios.
The reports contain information on all active companies available on the Refinitiv financial database. As of January 2004, there were over
26,000 active companies including US and non-US, in the Refinitiv financial database. No reports are generated for the 7,500+ inactive
companies in the database.

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9.23.1 Get Ratios Reports (GetRatiosReports_1)


The Ratio Reports contain three sets of information:
• Ratios: ~40 commonly used ratios based on pricing data and historical financials.
• Forecasted data: 10 frequently used forecasted metrics, including consensus recommendation, target price, projected sales, eps,
etc.
• Estimates trend: Trend in analyst recommendation for the company over the past three months.
The following tables list detailed information provided by each of the three sections:

CATEGORY RATIO

Pricing • Current price


• 52 wk hi/lo
• Pricing date
• Volume (avg last ten days)
• Market cap

PerShare Data EPS excluding extraordinary items


EPS Normalized
BV per share
Tangible BV per share
Cash per share
Cash flow per share
Indicated Annual Dividend (currently US)

Valuation • P/E excluding extraordinary items


• P/E Normalized
• P/Sales
• P/Tangible book
• P/Cash FlowI

Financial Strength Current ratio


Quick ratio
LT debt/equity
Total debt/equity
Payout ratio

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CATEGORY RATIO

Income Statement • Revenue


• EBITDA
• Earnings before taxes
• Net Income
• Normalized earnings before taxes
• Normalized Net Income

Margins Gross margin


Net Profit margin
Operating margin
Pretax margin

Mgmt Effectiveness • ROA


• ROE
• ROI

Growth (US only) (qoprioryearq, yoy, 5 yr compound)


Sales
EPS
Dividend growth

RECOMMENDATION ANALYSIS
(35 ITEMS - 1-6+MEAN X 5 NORTH AMERICA NON-NORTH AMERICA
PERIODS)

TargetPrice

Proj. LT Growth Rate

P/E curr yr curr yr

Price/Sales curr yr curr yr

Sales/Share curr yr curr yr

EPS Surprise (actual, estimate, surprise, prev yr/qrt prev yr/qrt


%)

Sales (mean/median, high, low, # est) curr yr curr yr

EPS (mean/median, high, low, # est) curr yr curr yr

Profit (mean/median, high, low, # est) N/A curr yr

DPS (mean/median, high, low, # est) N/A curr yr

NOTE: Not all items are available for all companies.

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The following request retrieves Ratios Reports for IBM.


XML Sample Request - Getting Ratios Reports

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetRatiosReports_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetRatiosReports_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" companyId="IBM.N"
companyIdType="RIC" includeMedians="true"/>
</Body>
</Envelope>

If you set 'includeMedians' to true, this allows you to retrieve median content.
Median Data consists of Industry/Sector Median of Fundamental Data items. Industry/Sector median is the median value of the fundamental
data for all the companies falling in the same industry/sector as of the company being retrieved. For example; if the user is pulling data for
International Business Machines Corp <IBM.N> which falls in IT Services / Consulting industry, the Industry median is calculated using the
fundamental data for all the companies falling in this industry/sector.

NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

The response returns the following data:


XML Sample Response - Getting Ratios Reports

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetRatiosReports_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>

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<GetRatiosReports_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1">
<FundamentalReports xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
FundamentalReportsPart_1">
<ReportRatios Major="1" Minor="0" Revision="2" xmlns="http://www.reuters.com/ns/2006/05/
01/webservices/rkd/FundamentalReports_1">
<CoIDs xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<CoID Type="RepNo">4741N</CoID>
<CoID Type="Company Name">International Business Machines Corp.</CoID>
<CoID Type="IRSNo">130871985</CoID>
<CoID Type="CIKNo">0000051143</CoID>
</CoIDs>
<Issues xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<Issue ID="1" Type="C" Desc="Common Stock" Order="1">
<IssueID Type="Name">Common Stock</IssueID>
<IssueID Type="Ticker">IBM</IssueID>
<IssueID Type="RIC">IBM</IssueID>
<IssueID Type="Display RIC ">IBM.N</IssueID>
<IssueID Type="InstrumentPI">261483</IssueID>
<IssueID Type="QuotePI">1090370</IssueID>
<Exchange Code="NYSE" Country="USA">New York Stock Exchange</Exchange>
<MostRecentSplit Date="1999-05-27">2.0</MostRecentSplit>
</Issue>
<Issue ID="2" Type="P" Desc="Preferred Stock" Order="1">
<IssueID Type="Name">Preferred Stock- 7.5% </IssueID>
<IssueID Type="InstrumentPI">1883112</IssueID>
<IssueID Type="QuotePI">25545447</IssueID>
<Exchange Code="NYSE" Country ="USA">New York Stock Exchange</Exchange>
</Issue>
</Issues>
<CoGeneralInfo xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<CoStatus Code="1">Active</CoStatus>
<CoType Code="EQU">Equity Issue</CoType>
<LastModified>2011-06-04</LastModified>
<LatestAvailableAnnual>2010-12-31</LatestAvailableAnnual>
<LatestAvailableInterim>2011-03-31</LatestAvailableInterim>
<Employees LastUpdated="2010-12-31">426751</Employees>
<SharesOut Date="2011-03-31" TotalFloat="1210221956.0">1211200199.0</SharesOut>
<ReportingCurrency Code="USD">U.S. Dollars</ReportingCurrency >
<MostRecentExchange Date="2011-06-06">1.0</MostRecentExchange>
</CoGeneralInfo>
<Ratios PriceCurrency ="USD" ReportingCurrency ="USD" ExchangeRate="1.00000"
LatestAvailableDate="2011-03-31">
<Group ID="Price and Volume">
<Ratio FieldName="NPRICE" Type="N">176.49000</Ratio>
...
<Ratio FieldName="MKTCAP" Type="N">213764.70000</Ratio>
</Group>
...

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<Group ID="Growth">
...
</Group>
</Ratios>
<ForecastData ConsensusType="Mean" CurFiscalYear="2008" CurFiscalYearEndMonth="12"
CurInterimEndCalYear="2008" CurInterimEndMonth="3" EarningsBasis="PRX">
<Ratio FieldName="ProjSales" Type="N">
<Value PeriodType="CURR">-99999.99000</Value>
</Ratio>
...
<Ratio FieldName="ProjDPSNumOfEst" Type="N">
<Value PeriodType="CURR">-99999.99000</Value>
</Ratio>
</ForecastData>
<ConsRecommendationTrend>
<STOpinion>
<Opinion Code="1" Desc="BUY">
<Value PeriodType="">3</Value>
...
<Opinion Code="6" Desc="NA ">
<Value PeriodType="">0</Value>
</Opinion>
</STOpinion>
<MeanRating>
<Value PeriodType="">2.214285</Value>
...
<Value PeriodType="">1.916666</Value>
</MeanRating>
<NoOfAnalysts>
<Value PeriodType="">0</Value>
...
<Value PeriodType="">0</Value>
</NoOfAnalysts>
</ConsRecommendationTrend>
</ReportRatios>
</FundamentalReports>
<Medians xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/FundamentalReportsPart_1">
<MedianDataItem>
<Name>Operating Profit Margin Industry Median</Name>
<Identifier>24965278</Identifier>
<Value Type="Float">0.13509784</Value>
<Period>q0</Period>
</MedianDataItem>
...
<MedianDataItem>
<Name>Operating Profit Margin Sector Median</Name>
<Identifier>4071301604</Identifier>
<Value Type="Float">0.12654517</Value>
<Period>y0</Period>
</MedianDataItem>
</Medians>

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</GetRatiosReports_Response_1>
</Body>
</Envelope>

ATTRIBUTE DESCRIPTION

CoIDs These identifiers are issued at a company level therefore there is only one of each for every company.
The required attribute 'RepoNo' is the permanent identifier for a company in the Refinitiv database.

Issues This information allows user to cross-reference the issues with some commonly used identifiers, and
also get other basic information on the issue.

CoGeneralInfo This section provides general information pertaining to the primary issue and the most recent set of
financials.

HistoricalRatios This section provides the pre-calculated ratios and values. Both issue level and company level ratios are
provided. A total of up to 390 ratios may be available per company.
• Ratios: Ratios is the container element for all ratios. It also includes information about currency
types and the exchange rate between Reporting and Pricing Currency. The exchange rate is the
direct rate for the Pricing Currency, i.e. Reporting Currency / Pricing Currency. Finally, it also has a
date field to indicate the twelve month ending date. For US companies this date is the ending date of
the most recent quarter; for non-US companies it is the ending date for the most recent annual.
• Groups: The ratios in this file have been grouped for organizational purposes. Each group has a
distinct name.
• Ratio: Each ratio has two attributes as the types and field names. Types indicate if the ratio includes
numeric "N" or a date "D" type data. Field Names are abbreviations for ratios and should be used in
mapping with ratio descriptions.

Forecast Data This section provides information on the latest Consensus Estimates and calculated Ratio's, including
Revenues, EPS, P/E, Target Price and Long Term Growth Rate. All values within this section are in
Major Currency.

ConsRecommendationTrend This section provides the trend of changes to broker recommendations over the previous three months.
These recommendations are based on the Refinitiv Estimates Standardised Recommendation scale
where Refinitiv assigns from one to five rating to each broker recommendation. Refinitiv captures the
substance of the recommendation rather than its ascribed name. We work with our contributors to
ensure that we map our numerical rating to their preferred value. As such some broker- specific "Buy"
recommendations may map to a value of 1, whereas others may map to a value of 2.

Medians Contains a set of <MedianDataItems> which contains median content. They have the following sub-
values:
• Name: Name of the median field name.
• Identifier: This is Field Identifier. Each Median data is associated with a numerical identifier
• Value Type: Median Value for the corresponding field. Can be String, Integer, F loat, Date.
• Period: Period for which the Median Value corresponds to. Q0 stands for latest Fiscal Quarter, Y0
stands for latest Fiscal Year and R0 for Trailing twelve months, R-4 stands for Prior Trailing twelve
months.

NOTE: The value '-99999.99000' means N/A (not available).

9.23.2 Get Financial Statements Reports (GetFinancialStatementsReports_1)


Financial Statements are provided for the six most recent annual statements and five most recent quarterly statement. The following table
shows the information included in the report:

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CATEGORY DESCRIPTION

Issue Information • Issue Type, Order and ID


• Global Listings
• Stock Splits

Company General Information Company Status


Company Type
Fiscal Period Information

Statement Information • Balance Sheet Display


• Code Cash Flow Method

Financial Statements Financial statements notes


Financial Statement Map (COA)
Fiscal Period
Period Length and Period Type
Update types
Statement Date
Auditor Name and Opinion
Source Date
LineItem

NOTE: Not all items are available for all companies.

The information retrieved presents all annual periods followed by all interim periods, both in reverse chronological order. Within each fiscal
period (e.g. the 2000 annual period or the Q3 2002 interim period) statements are presented in the order: Income Statement, Balance Sheet,
Statement of Cash Flows.
The following example shows how to retrieve Financial Statements Report for Microsoft.
XML Sample Request - Getting Financial Statements Reports with Median Content

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">
<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetFinancialStatementsReports_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetFinancialStatementsReports_Request_1 companyId="IBM.N" companyIdType="RIC"
includeMedians="true" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://
www.w3.org/2001/XMLSchema-instance" xmlns="http://www.reuters.com/ns/2009/01/26/webservices/
rkd/Fundamentals_1"/>
</Body>
</Envelope>

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If you set 'includeMedians' to true, this allows you to retrieve median content.
Median Data consists of Industry/Sector Median of Fundamental Data items. Industry/Sector median is the median value of the fundamental
data for all the companies falling in the same industry/sector as of the company being retrieved. For example; if the user is pulling data for
International Business Machines Corp <IBM.N> which falls in IT Services / Consulting industry, the Industry median is calculated using the
fundamental data for all the companies falling in this industry/sector.

NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

The response returns the following data:


XML Sample Response - Getting Financial Statements Reports with Median Content

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GetFinancialStatementsReports_1_Reply</a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<GetFinancialStatementsReports_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1">
<FundamentalReports xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
FundamentalReportsPart_1">
<ReportFinancialStatements Major="1" Minor="0" Revision="1" xmlns="http://www.reuters.com/
ns/2006/05/01/webservices/rkd/FundamentalReports_1">
<CoIDs xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<CoID Type="RepNo">4741N</CoID>
<CoID Type="Company Name">International Business Machines Corp.</CoID>
<CoID Type="IRSNo">130871985</CoID>
<CoID Type="CIKNo">0000051143</CoID>
</CoIDs>
<Issues xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<Issue ID="1" Type="C" Desc="Common Stock" Order="1">
<IssueID Type="Name">Common Stock</IssueID>
<IssueID Type="Ticker">IBM</IssueID>
<IssueID Type="RIC">IBM</IssueID>
<IssueID Type="Display RIC ">IBM.N</IssueID>
<IssueID Type="InstrumentPI">261483</IssueID>
<IssueID Type="QuotePI">1090370</IssueID>
<Exchange Code="NYSE" Country="USA">New York Stock Exchange</Exchange>

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<MostRecentSplit Date="1999-05-27">2.0</MostRecentSplit>
</Issue>
</Issues>
<CoGeneralInfo xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<CoStatus Code="1">Active</CoStatus>
<CoType Code="EQU">Equity Issue</CoType>
<LastModified>2011-06-04</LastModified>
<LatestAvailableAnnual>2010-12-31</LatestAvailableAnnual>
<LatestAvailableInterim>2011-03-31</LatestAvailableInterim>
<Employees LastUpdated="2010-12-31">426751</Employees>
<SharesOut Date="2011-03-31" TotalFloat="1210221956.0">1211200199.0</SharesOut>
<ReportingCurrency Code="USD">U.S. Dollars</ReportingCurrency >
<MostRecentExchange Date="2011-06-06">1.0</MostRecentExchange>
</CoGeneralInfo>
<Notes>
<CFAAvailability Code="1"></CFAAvailability >
<IAvailability Code="1"></IAvailability >
<ISIAvailability Code="1"></ISIAvailability >
<BSIAvailability Code="1"></BSIAvailability >
<CFIAvailability Code="1"></CFIAvailability >
</Notes>
<FinancialStatements>
<COA Map>
<mapItem coaItem="SREV" statementType="INC" lineID="100" precision="1">Revenue
</mapItem>
<mapItem coaItem="SORE" statementType="INC" lineID="300" precision="1">Other
Revenue, Total</mapItem>
...
</mapItem>
<mapItem coaItem="SCIP" statementType="CAS" lineID="1040" precision="1">Cash
Interest Paid</mapItem>
<mapItem coaItem="SCTP" statementType="CAS" lineID="1050" precision="1">Cash
Taxes Paid</mapItem>
</COA Map>
<AnnualPeriods>
<FiscalPeriod Type="Annual" EndDate="2009-12-31" FiscalYear="2009">
<Statement Type="INC">
<FPHeader>
<PeriodLength>12</PeriodLength>
<periodType Code="M">Months</periodType>
<UpdateType Code="UPD">Updated Normal</UpdateType>
<StatementDate>2009-12-31</StatementDate>
<AuditorName Code="PWCL">PricewaterhouseCoopers LLP</AuditorName>
<MeanRating>
<AuditorOpinion Code="UNQ">Unqualified</AuditorOpinion>
<Source Date="2010-02-23">10-K</Source>
</FPHeader>
<lineItem coaCode="SREV">95759.000000</lineItem>
...
<lineItem coaCode="DDPS 1">2.150000</lineItem>

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<lineItem coaCode="VDES">10.005790</lineItem>
</Statement>
...
</FiscalPeriod>
<FiscalPeriod Type="Interim" EndDate="2010-09-30" FiscalYear="2010"
FiscalPeriodNumber="3">
<Statement Type="INC">
...
</Statement>
</FiscalPeriod>
</InterimPeriods>
</FinancialStatements>
</ReportFinancialStatements>
</FundamentalReports>
<Medians xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
FundamentalReportsPart_1">
<MedianDataItem>
<Name>Operating Profit Margin Sector Median</Name>
<Identifier>24965278</Identifier>
<Value Type="Float">0.13509784</Value>
<Period>q0</Period>
</MedianDataItem>
<MedianDataItem>
...
</MedianDataItem>
<MedianDataItem>
<Name>Operating Profit Margin Sector Median</Name>
<Identifier>4071301604</Identifier>
<Value Type="Float">0.12654517</Value>
<Period>y0</Period>
</MedianDataItem>
</Medians>
</GetFinancialStatementsReports_Response_1>
</Body>
</Envelope>

ATTRIBUTE DESCRIPTION

CoIDs These identifiers are issued at a company level therefore there is only one of each for every company.
The required attribute 'RepoNo' is the permanent identifier for a company in the Refinitiv database.

Issues This information allows user to cross-reference the issues with some commonly used identifiers, and
also get other basic information on the issue.

CoGeneralInfo This section provides general information pertaining to the primary issue and the most recent set of
financials.

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ATTRIBUTE DESCRIPTION

Notes This segment gives the user an indication of what financial statements are available for each company.
At least one Annual Income Statement and Annual Balance Sheet is always provided for every company
in the Refinitiv Standardized Financials product (An income statement is available for every fiscal period
- annual or interim, and at least one annual balance sheet is available for every company). The Annual
Cash flow and Interim Financials (I/S, B/S, C/F) are not always available.
Therefore we indicate which of these four reports are available for each company. If the report is
available, the associated code is '1'. If the report is not available, the associated code is '0'. There is a
generic code for all the interim statements, if the associated code is '1', at least one of the interim reports
is available, if the associated code is '0', none of the interim reports are available and their associated
codes are also zero. The following is an example of associated codes and their availability:
• CFAAvailability Code="1" - Annual Cash flow available;
• Iavailablity Code="0"- Interims not available;
• ISIAvailablity Code="0" - Interim Income Statement not available;
• BSIAvailablity Code="0" - Interim Balance Sheet not available;
• CFIAvailablity Code="0" - Interim Cash Flow not available.

Financial Statements This section is split into two main parts:


• Financial Statement Map: With the purpose of laying out the order in which financial values appear
for each period. This map gives the line item COA code, description, LineID, the aggregation and
precision levels, and the display type.
• Financial Statement: This section provides financial statements for the company. Up to 6 annual
statements and five interim statements are provided. Each Fiscal Period contains the following
information:
• Fiscal Period
• Period Length and Period Type
• Update types
• Statement Date
• Auditor Name and Opinion
• Source Date
• LineItem

Medians Contains a set of <MedianDataItems> which contains median content. They have the following sub-
values:
• Name: Name of the median field name.
• Identifier: This is Field Identifier. Each Median data is associated with a numerical identifier
• Value Type: Median Value for the corresponding field. Can be String, Integer, F loat, Date.
• Period: Period for which the Median Value corresponds to. Q0 stands for latest Fiscal Quarter, Y0
stands for latest Fiscal Year and R0 for Trailing twelve months, R-4 stands for Prior Trailing twelve
months.

NOTE: The value '-99999.99000' means N/A (not available).

9.23.3 Get Snapshot Reports (GetSnapshotReports_1)


Snapshot Reports contain three sets of information:

9.23.3.1 Business Intelligence:


• Short business description;
• Financial summary;

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• Address/Phone number;
• Web links;
• Industry/Sector information;
• Officer names/ages/titles;

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9.23.3.2 Ratios
20+ commonly used ratios based on pricing data and historical financials. They can be grouped by the following categories:
• Pricing:
- Current price;
- 52 week hi/lo;
- Pricing date;
- Volume (avg last ten days);
• Size:
- Market cap;
- Revenues;
- EBITDA;
- Net income;
- No. of employees;
- Enterprise value;
• Per Share Data:
EPS;
- Rev per share;
- BV per share;
- Cash per share;
- Cashflow per share;
- Dividends per share;
• Ratios:
- Gross margin;
- ROE;
- Price/Sales;
- P/E;
- P/Book;

9.23.3.3 Forecasted Data


Eight frequently used forecasted matrix:
• Consensus recommendation;
• Target price;
• LT growth rate;
• Projected P/E (North America/Non-North American - current year);
• Sales (North America - current year, quarter; Non-North American - current year);
• EPS (North America - current year, quarter; Non-North American - current year);
• Profit (North America - n/a; Non-North American - current year);
• DPS (North America - n/a; Non-North American - current year).

NOTE: Not all items are available for all companies.

The request below retrieves SnapShot reports for IBM.


XML Sample Request - Getting Snapshot Reports

<Envelope xmlns="http://www.w3.org/2003/05/soap-envelope">

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<Header>
<To xmlns="http://www.w3.org/2005/08/addressing">https://api.rkd.refinitiv.com/api/
Fundamentals/Fundamentals.svc</To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<Action xmlns="http://www.w3.org/2005/08/addressing">http://www.reuters.com/ns/2009/01/26/
webservices/rkd/Fundamentals_1/GetSnapshotReports_1</Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[service token]</Token>
</Authorization>
</Header>
<Body>
<GetSnapshotReports_Request_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1" companyId="IBM.N" companyIdType="RIC" includeMedians="true"/>
</Body>
</Envelope>

If you set 'includeMedians' to true, this allows you to retrieve median content.
Median Data consists of Industry/Sector Median of Fundamental Data items. Industry/Sector median is the median value of the fundamental
data for all the companies falling in the same industry/sector as of the company being retrieved. For example; if the user is pulling data for
International Business Machines Corp <IBM.N> which falls in IT Services / Consulting industry, the Industry median is calculated using the
fundamental data for all the companies falling in this industry/sector.

NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

The response returns the following data:


XML Sample Response - Getting Snapshot Reports

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1/GeSnapshotReports_1_Reply </a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/2008/03/01/
webservices/rkd/Cache_1" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Date>2009-04-14T12:56:25.3036846Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>[MessageID]</a:RelatesTo>
</s:Header>
<s:Body>
<GetSnapshotReports_Response_1 xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
Fundamentals_1">
<FundamentalReports xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/
FundamentalReportsPart_1">
<ReportSnapshot Major="1" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/2006/
05/01/webservices/rkd/FundamentalReports_1">

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<CoIDs xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<CoID Type="RepNo">4741N</CoID>
<CoID Type="Company Name">International Business Machines Corp.</CoID>
<CoID Type="IRSNo">130871985</CoID>
<CoID Type="CIKNo">0000051143</CoID>
</CoIDs>
<Issues xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<Issue ID="1" Type="C" Desc="Common Stock" Order="1">
<IssueID Type="Name">Common Stock</IssueID>
<IssueID Type="Ticker">IBM</IssueID>
<IssueID Type="RIC">IBM</IssueID>
<IssueID Type="Display RIC ">IBM.N</IssueID>
<IssueID Type="InstrumentPI">261483</IssueID>
<IssueID Type="QuotePI">1090370</IssueID>
<Exchange Code="NYSE" Country="USA">New York Stock Exchange</Exchange>
<MostRecentSplit Date="1999-05-27">2.0</MostRecentSplit>
</Issue>
<Issue ID="2" Type="P" Desc="Preferred Stock" Order="1">
<IssueID Type="Name">Preferred Stock-7.5%</IssueID>
<IssueID Type="InstrumentPI">1883112</IssueID>
<IssueID Type="QuotePI">25545447</IssueID>
<Exchange Code="NYSE" Country="USA">New York Stock Exchange</Exchange>
<MostRecentSplit Date="1999-05-27">2.0</MostRecentSplit>
</Issue>
</Issues>
<CoGeneralInfo xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Company
ContentCommon_1">
<CoStatus Code="1">Active</CoStatus>
<CoType Code="EQU">Equity Issue</CoType>
<LastModified>2011-06-04</LastModified>
<LatestAvailableAnnual>2010-12-31</LatestAvailableAnnual>
<LatestAvailableInterim>2011-03-31</LatestAvailableInterim>
<Employees LastUpdated="2010-12-31">426751</Employees>
<SharesOut Date="2011-03-31" TotalFloat="1210221956.0">1211200199.0</SharesOut>
<ReportingCurrency Code="USD">U.S. Dollars</ReportingCurrency >
<MostRecentExchange Date="2011-06-06">1.0</MostRecentExchange>
</CoGeneralInfo>
<TextInfo>
<Text Type="Business Summary" lastModified="2010-11-01T09:27:04">International
Business Machines Corporation (IBM) is an information technology (IT) company. The
Company operates under five segments: Global Technology Services segment (GTS);
Global Business Services segment (GBS); Software segment; System and Technology
segment, and Global Financing segment. In February 2010, the Company acquired
Intelliden Inc. In March 2010, the Company completed the acquisition of National
Interest Security Company, LLC. In April 2010, the Company acquired Cast Iron
Systems, which delivers cloud integration software, appliances and services. In
July 2010, it acquired BigFix, Inc. In August 2010, the Company acquired Datacap
Inc. In October 2010, the Company acquired Unica Corporation. In October 2010, the
Company acquired PSS Systems. In October 2010, the Company acquired OpenPages, a
provider of software. In October 2010, the Company acquired Clarity Systems. In
November 2010, the Company acquired BLADE Network Technologies.</Text>

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...
</TextInfo>
<contactInfo lastUpdated="2011-06-06 T10:37:28">
<streetAddress line="1">One New Orchard Road</streetAddress>
<streetAddress line="2"/>
<streetAddress line="3"/>
<city>Armonk</city >
<state-region>NY</state-region>
<postalCode>10504</postalCode>
<CountryCode="USA ">United States</country >
<contactName/>
<contactTitle>Investor Relations</contactTitle>
<phone>
...
</phone>
</contactInfo>
<webLinks lastUpdated="2010-03-10 T17:36:43">
<webSite mainCategory="Home Page">http://www.ibm.com/</webSite>
...
<webSite mainCategory="Employment Opportunities">http://www-03.ibm.com/employment/
</webSite>
<eMail mainCategory =""/>
</webLinks>
<peerInfo lastUpdated="2011-06-06T10:37:28">
<Industry Info>
<Industry type="TRBC 2009" order="1" reported="0" code="57201010" mnem="ITSE">IT
Services/Consulting</Industry >
<Industry type="RBSS 2004" order="1" reported="0" code="57211" mnem="57211">IT
Services & Consulting</Industry>
...
<Industry type="SIC" order="9" reported="0" code="6719" mnem="">Holding Companies,
Nec</Industry>
</Industry Info>
<Indexconstituet>S&P 500</Indexconstituet>
<Indexconstituet>Dow Industry</Indexconstituet>
</peerInfo>
<officers>
<officer rank="1" since="1997">
...
</officer>
...
<officer rank="10" since="2000">
...
</officer>
</officers>
<Ratios PriceCurrency="USD" ReportingCurrency="USD" ExchangeRate="1.00000"
LatestAvailableDate="2011-03-31">
<Group ID="Price and Volume">
<Ratio FieldName="NPRICE" Type="N">176.49000</Ratio>
<Ratio FieldName="NHIG" Type="N">177.77000</Ratio>
<Ratio FieldName="NLOW" Type="N">122.28000</Ratio>

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<Ratio FieldName="PDATE" Type="D">2011-07-08T00:00:00</Ratio>


<Ratio FieldName="VOL10DAVG" Type="N">4.85877</Ratio>
<Ratio FieldName="EV" Type="N">230776.70000</Ratio>
</Group>
<Group ID="Income Statement">
...
</Group>
<Group ID="Per share data">
...
</Group>
<Group ID="Other Ratios">
...
</Group>
</Ratios>
<ForecastData ConsensusType="Mean" CurFiscalYear="2008" CurFiscalYearEndMonth="12"
CurInterimEndCalYear="2008" CurInterimEndMonth="3" EarningsBasis="PRX">
<Ratio FieldName="ConsRecom" Type="N">
<Value PeriodType="CURR">-99999.99000</Value>
</Ratio>
<Ratio FieldName="TargetPrice" Type="N">
<Value PeriodType="CURR">-99999.99000</Value>
</Ratio>
...
<Ratio FieldName="ProjDPS" Type="N">
<Value PeriodType="CURR">-99999.99000</Value>
</Ratio>
</ForecastData>
</ReportSnapshot>
</FundamentalReports>
<Medians xmlns="http://www.reuters.com/ns/2009/01/26/webservices/rkd/FundamentalReportsPart_1">
<MedianDataItem>
<Name>Operating Profit Margin Industry Median</Name>
<Identifier>24965278</Identifier>
<Value Type="Float">0.13509784</Value>
<Period>q0</Period>
</MedianDataItem>
...
<MedianDataItem>
<Name>Operating Profit Margin Industry Median</Name>
<Identifier>4071301604</Identifier>
<Value Type="Float">0.12654517</Value>
<Period>y0</Period>
</MedianDataItem>
</Medians>
</GetSnapshotReports_Response_1>
</Body>
</Envelope>

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ATTRIBUTE DESCRIPTION

CoIDs These identifiers are issued at a company level therefore there is only one of each for every company.
The required attribute 'RepoNo' is the permanent identifier for a company in the Refinitiv database.

Issues This information allows user to cross-reference the issues with some commonly used identifiers, and
also get other basic information on the issue.

CoGeneralInfo This section provides general information pertaining to the primary issue and the most recent set of
financials.

TextInfo This segment provides various descriptive information sets on the company, including the following:
• Business Summary: Short business description, limited to 1,000 characters;
• Financial Summary: Summary of most recently reported results.

contactInfo This section provides contact information for the company, including an address, a contact person with
title, and phone/fax number(s).

webLinks This section lists various commonly used web page addresses for the company, include home page,
'news releases' page, 'profile' page, the investor relations page etc. This section also contains a contact
email address.

IndustryInfo This section provides information on what industries, sectors and indices the company is a component
of.

Officers This section provides information on company executives, including name, age, title(s) and source
document where officer information was collected from. Codes are used to represent officer titles and
source document types.

Ratios This section provides the pre-calculated ratios and values. Both issue level and company level ratios are
provided. A total of up to 390 ratios may be available per company.

ForecastData This section provides information on the latest Consensus Estimates, including Revenues, EPS, P/E,
Target Price and Long Term Growth Rate. All values within this section are in Major Currency.

Medians Contains a set of <MedianDataItems> which contains median content. They have the following sub-
values:
• Name: Name of the median field name.
• Identifier: This is Field Identifier. Each Median data is associated with a numerical identifier
• Value Type: Median Value for the corresponding field. Can be String, Integer, F loat, Date. Period:
Period for which the Median Value corresponds to. Q0 stands for latest Fiscal Quarter, Y0 stands for
latest Fiscal Year and R0 for Trailing twelve months, R-4 stands for Prior Trailing twelve months.

NOTE: The value '-99999.99000' means N/A (not available).

9.23.4 Get Fundamentals Report (GetFundamentalReports_1)


Get Fundamentals Reports operation enables a user to retrieve Snap Shot or Ratios or Financial Statements reports for a company, a user
can do this by selecting one of the three available options in the Category request parameter.
The request below retrieves Snap Shot reports for IBM.
XML Sample Request - Getting Fundamentals Reports – Snap Shot

<s:Envelope xmlns:a="http://www.w3.org/2005/08/addressing" xmlns:s="http://www.w3.org/2003/05/


soap-envelope">

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<s:Header>
<a:To>http://api.rkd.refinitiv.com/api/CompanyContent/CompanyContent.svc</a:To>
<MessageID xmlns="http://www.w3.org/2005/08/addressing">[Unique Message ID]</MessageID>
<a:Action>http://www.reuters.com/ns/2006/05/01/webservices/rkd/CompanyContent_1/
GetFundamentalReports_1</a:Action>
<Authorization xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/Common_1">
<ApplicationID>[AppID]</ApplicationID>
<Token>[Token]</Token>
</Authorization>
</s:Header>
<s:Body>
<GetFundamentalReports_Request_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
CompanyContent_1" Category="SnapShot" companyIdType="RIC" companyId="IBM.N"
Category="SnapShot" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://
www.w3.org/2001/XMLSchema"/>
</s:Body>
</s:Envelope>

If you set 'includeMedians' to true, this allows you to retrieve median content.
Median Data consists of Industry/Sector Median of Fundamental Data items. Industry/Sector median is the median value of the fundamental
data for all the companies falling in the same industry/sector as of the company being retrieved. For example; if the user is pulling data for
International Business Machines Corp <IBM.N> which falls in IT Services / Consulting industry, the Industry median is calculated using the
fundamental data for all the companies falling in this industry/sector.

NOTE: countryCode only applies if a TICKER was chosen for companyIDtype and the TICKER entered does not specify the location of the
company.

XML Sample Response - Getting Fundamentals Reports - Snap Shots


The response returns the following data:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" xmlns:a="http://www.w3.org/2005/08/


addressing">
<s:Header>
<a:Action s:mustUnderstand="1">http://www.reuters.com/ns/2006/05/01/webservices/rkd/
CompanyContent_1/GetFundamentalReports_1_Reply</a:Action>
<CacheResponse xsi:type="DoNotStoreCacheResponse" xmlns="http://www.reuters.com/ns/
2008/03/01/webservices/rkd/Cache_1" xmlns:xsd="http://www.w3.org/2001/XMLSchema"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<Date>2017-06-21T21:02:25.1969311Z</Date>
<DoNotStore/>
</CacheResponse>
<a:RelatesTo>50db1d1cd28c4ac1ad18c629511dc905</a:RelatesTo>
</s:Header>
<s:Body>
<GetFundamentalReports_Response_1 xmlns="http://www.reuters.com/ns/2006/05/01/webservices/
rkd/CompanyContent_1">
<FundamentalReports>
<ReportSnapshot Major="1" Minor="0" Revision="1" xmlns="http://www.reuters.com/ns/
2006/05/01/webservices/rkd/FundamentalReports_1">

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<CoIDs xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
CompanyContentCommon_1">
<CoID Type="RepNo">4741N</CoID>
<CoID Type="CompanyName">International Business Machines Corp.</CoID>
<CoID Type="IRSNo">130871985</CoID>
<CoID Type="CIKNo">0000051143</CoID>
</CoIDs>
<Issues xmlns="http://www.reuters.com/ns/2006/05/01/webservices/rkd/
CompanyContentCommon_1">
<Issue ID="1" Type="C" Desc="Common Stock" Order="1">
<IssueID Type="Name">Ordinary Shares</IssueID>
<IssueID Type="Ticker">IBM</IssueID>
<IssueID Type="RIC">IBM</IssueID>
<IssueID Type="DisplayRIC">IBM.N</IssueID>
<IssueID Type="InstrumentPI">261483</IssueID>
<IssueID Type="QuotePI">1090370</IssueID>
<Exchange Code="NYSE" Country="USA">New York Stock Exchange</Exchange>
<MostRecentSplit Date="1999-05-27">2.0</MostRecentSplit>
</Issue>
<Issue ID="2" Type="P" Desc="Preferred Stock" Order="1">
<IssueID Type="Name">Preference Shares Series A</IssueID>
<IssueID Type="Ticker">IBMPP</IssueID>
<IssueID Type="RIC">IBMPP.PK^C06</IssueID>
<IssueID Type="InstrumentPI">1883112</IssueID>
<IssueID Type="QuotePI">25545447</IssueID>
<Exchange Code="OTC" Country="USA">Over The Counter</Exchange>
</Issue>
</Issues>
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CompanyContentCommon_1">
<CoStatus Code="1">Active</CoStatus>
<CoType Code="EQU">Equity Issue</CoType>
<LastModified>2017-06-13</LastModified>
<LatestAvailableAnnual>2016-12-31</LatestAvailableAnnual>
<LatestAvailableInterim>2017-03-31</LatestAvailableInterim>
<Employees LastUpdated="2016-12-31">380300</Employees>
<SharesOut Date="2017-03-31" TotalFloat="938402826.0">939496884.0</SharesOut>
<CommonShareholders Date="2016-12-31">425272</CommonShareholders>
<ReportingCurrency Code="USD">U.S. Dollars</ReportingCurrency>
<MostRecentExchange Date="2017-06-19">1.0</MostRecentExchange>
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<Text Type="Business Summary" lastModified="2017-03-13T05:07:25">International


Business Machines Corporation (IBM) is a technology company. The Company
operates through five segments: Cognitive Solutions, Global Business Services
(GBS), Technology Services &amp; Cloud Platforms, Systems and Global Financing.
The Cognitive Solutions segment delivers a spectrum of capabilities, from
descriptive, predictive and prescriptive analytics to cognitive systems.
Cognitive Solutions includes Watson, a cognitive computing platform that has
the ability to interact in natural language, process big data, and learn from
interactions with people and computers. The GBS segment provides clients with
consulting, application management services and global process services. The
Technology Services &amp; Cloud Platforms segment provides information
technology infrastructure services. The Systems segment provides clients with
infrastructure technologies. The Global Financing segment includes client
financing, commercial financing, and remanufacturing and remarketing.</Text>
<Text Type="Financial Summary" lastModified="2017-06-13T11:02:16">BRIEF: For
the three months ended 31 March 2017, International Business Machines Corp.
revenues decreased 3% to $18.16B. Net income before extraordinary items
decreased 13% to $1.75B. Revenues reflect systems segment decrease of 17% to
$1.4B, Technology serivces&amp;Cloud Platforms segment decrease of 2% to
$8.22B, Europe/Middle East/Africa segment decrease of 8% to $5.43B, Asia/
Pacific segment decrease of 2% to $3.96B.</Text>
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<streetAddress line="1">1 New Orchard Rd</streetAddress>
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<state-region>NY</state-region>
<postalCode>10504-1722</postalCode>
<country code="USA">United States</country>
<contactName></contactName>
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<number>4991900</number>
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<Industry type="TRBC2012" order="1" reported="0" code="5720101013"
mnem="">Technology Consulting &amp; Outsourcing Services</Industry>
<Industry type="RBSS2004" order="1" reported="0" code="57211"
mnem="57211">IT Services &amp; Consulting</Industry>
<Industry type="MGINDUSTRY" order="1" reported="0" code="1018"
mnem="CMPSRV">Computer Services</Industry>
<Industry type="MGSECTOR" order="1" reported="0" code="10"
mnem="TECHNO">Technology</Industry>

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<Industry type="NAICS" order="1" reported="0" code="541512"


mnem="">Computer Systems Design Services</Industry>
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mnem="">Software Publishers</Industry>
<Industry type="NAICS" order="3" reported="0" code="541511"
mnem="">Custom Computer Programming Services</Industry>
<Industry type="NAICS" order="4" reported="0" code="334111"
mnem="">Electronic Computer Manufacturing</Industry>
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mnem="">Semiconductor and Related Device Manufacturing</Industry>
<Industry type="NAICS" order="6" reported="0" code="334119"
mnem="">Other Computer Peripheral Equipment Manufacturing</Industry>
<Industry type="NAICS" order="7" reported="0" code="52222"
mnem="">Sales Financing</Industry>
<Industry type="NAICS" order="8" reported="0" code="53242"
mnem="">Office Machinery and Equipment Rental and Leasing</Industry>
<Industry type="NAICS" order="9" reported="0" code="551112"
mnem="">Offices of Other Holding Companies</Industry>
<Industry type="NAICS" order="10" reported="0" code="51421" mnem="">Data
Processing Services</Industry>
<Industry type="SIC" order="1" reported="0" code="7373" mnem="">Computer
Integrated System Design</Industry>
<Industry type="SIC" order="2" reported="0" code="7372"
mnem="">Prepackaged Software</Industry>