PermID - Record Matching - RESTful API

We are experiencing technical difficulties updating Officers & Directors information. We are working on resolving the issues, we apologize for any inconvenience.

The PermID Record Matching API allows you to match your own entity Person, Organization, Instrument, and Quote records with PermIDs. Once you have the PermID for a specific entity, you can retrieve the details using its PermID URL and enrich your database with the full extent of data.

The PermID Record Matching API is a REST API, which uses the POST verb. You can provide the entity records to match either as part of the REST call body, or in a CSV (Comma-Separated Values) file. You can make a request using a csv file that contains up to 1000* records.

  • If you have your own universe, simply upload up to 1,000* of your own records 
  • Using the provided template include name, ticker, RIC plus any other fields you have, and then upload the template to get your matches
  • The engine will return PermIDs for entities that match our content

* Note: When matching against Person entity, you can submit up to 400 records in one request, and up to 1000 records for other entities.

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