Accessing Company Filings on Workspace via API

Is there an API that would allow me to programmatically download company filings from Workspace and access the full text of the filing documents for processing in Python?

My use case is to run keyword-based searches (regex / NLP) across filings for multiple companies and flag documents that match predefined criteria. Ideally, I’d like to automate both the retrieval of the filings and the ingestion of their text content.
Many thanks
Bart

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Jirapongse

@breinholc

Thank you for reaching out to us.

As far as I know, we provide the Filings API on the LSEG Data Platform. I am quite not sure if this API can be accessed through the Workspace users. You can contact the Filings - Delivery Platform support team via the LSEG Support for more information.

The API uses GraphQL to search for files. You can refer to these articles:

Rajiv_Nagesh

Thanks @Jirapongse , we will go over these and respond to this thread if we face any issue

Rajiv_Nagesh

Hi @Jirapongse ,

I’m currently working on building a Python-based pipeline to programmatically retrieve and process company filings using the Refinitiv Data Platform (RDP) Filings API. I’m an LSEG employee and would like to confirm whether I have the correct entitlements for this dataset.

What I’ve implemented so far

Authentication (OAuth2) - Token is returned successfully with valid scopes.
GraphQL Filings Query

Attempting to retrieve filings for Tesla (OrganizationId: 5088024644):

query = """{  FinancialFiling(    filter: {      AND: [        {FilingDocument: {Identifiers: {OrganizationId: {EQ: "5088024644"}}}},        {FilingDocument: {DocumentSummary: {FilingDate: {BETWN: {          FROM: "2023-01-01T00:00:00Z",          TO: "2024-12-31T00:00:00Z"        }}}}}      ]    },    sort: {FilingDocument: {DocumentSummary: {FilingDate: DESC}}},    limit: 5  ) {    _metadata {      totalCount    }    FilingDocument {      DocId      FinancialFilingId      DocumentSummary {        DocumentTitle        FilingDate        FormType        FeedName      }      FilesMetaData {        FileName        MimeType      }    }  }}"""

3. API Call

response = requests.post

(

"https://api.refinitiv.com/data-store/v1/graphql",

headers={ "Authorization": f"Bearer {access_token}",

"Content-Type": "application/json" },

json={"query": query}

)

data = response.json()

4. Response Received

{  "data": {    "FinancialFiling": [      {        "_metadata": {          "totalCount": 267        },        "FilingDocument": {          "DocId": null,          "FinancialFilingId": null,          "DocumentSummary": {            "DocumentTitle": null,            "FilingDate": null,            "FormType": null,            "FeedName": null          },          "FilesMetaData": [            {"FileName": null, "MimeType": null}          ]        }      }    ]  },  "extensions": {    "warnings": [      {        "field": "FinancialFiling.FilingDocument",        "message": "User did not have entitlements to the field.",        "type": "NO_ENTITLEMENTS_FOR_FIELD",        "warningCode": "DW003"      }    ]  }}

Interpretation

The query executes successfully and returns a valid totalCount (indicating filings exist for the given OrganizationId).
However, all fields (DocId, DocumentSummary, etc.) are returned as null.
The warning NO_ENTITLEMENTS_FOR_FIELD (DW003) suggests that my account does not have permission to access the requested data fields.

Questions

Could you confirm whether access to the Filings API dataset (GraphQL + Retrieval endpoints) requires additional entitlements beyond standard RDP access?
If so, what specific product or permission should I request internally to enable:
- Filing metadata access (DocId, DocumentSummary)
- Document retrieval endpoints
Is there a way to verify my current entitlements for Filings specifically?

Goal

My end goal is to:

Programmatically retrieve filings
Download document text (HTML/TXT)
Run keyword/NLP analysis across filings

Any guidance on enabling the correct access or confirming entitlement requirements would be very helpful.

Thanks in advance

Rajiv

Jirapongse

@Rajiv_Nagesh

I ran the same query on the API Docs and could retrieve the response properly.

According to the error, it may relate to permission. I can't check or modify the account's permission.

"message": "User did not have entitlements to the field.",       

 "type": "NO_ENTITLEMENTS_FOR_FIELD",       

 "warningCode": "DW003"      }

Please contact the product support team directly via LSEG Support to check the account's permission.

Rajiv_Nagesh

Yes, thought the same that it is something to do with my account not having the full subscription to access data off the API.

Thanks for confirming it @Jirapongse

Rajiv_Nagesh

Hi @Jirapongse ,

Hope you had a good weekend!

I had an additional question -

The GraphQL query ran for you on the one I provided.
Would it also have given you PDFs to download or some text? - I can see under FilesMetaData there is a .pdf file in the response, would it have been possible to extract that?

Which would be my next goal to run some tokenization or LLM on it (text/pdf received from initial query).

Thanks,

Rajiv

Jirapongse

@Rajiv_Nagesh

According to this Introduction To Filings - Python article, you can download filing documents via the REST API.

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