Factiva-api-client

📖 Overview 📖

This gem integrates your ruby app with Dow Jones Risk & Compliance API

🔌 System dependencies 🔌

• docker
• docker-compose

👩‍💻 Development environment instructions 👩‍💻

Installation

Add this line to your application's Gemfile:

gem 'factiva-api-client', git: "[email protected]:sequra/factiva-api-client.git"

And then execute:

$ bundle install

Usage

A configuration is required. Add this to your app config with your credentials and the global timeout you want to set for each request:

Factiva.configure do |config|
  config.auth_url  = "https://accounts.dowjones.com/oauth2/v1/token"
  config.base_url  = "https://api.dowjones.com"
  config.timeout   = 5
  config.client_id = "your_client_id"
  config.password  = "your_password"
  config.username  = "your_username"
  config.device    = "testdevice"
end

Factiva.configure(Factiva::MONITORING_API_ACCOUNT) do |config|
  config.auth_url  = "https://accounts.dowjones.com/oauth2/v1/token"
  config.base_url  = "https://api.dowjones.com"
  config.timeout   = 5
  config.client_id = "your_monitoring_client_id"
  config.password  = "your_monitoring_password"
  config.username  = "your_monitoring_username"
  config.device    = "testdevice"
end

Authentication is performed automatically on your first request, as well as token handling and expiration.

Then, there are two requests available that can be made through Factiva::Request.

Search request.

Search the Dow Jones RiskCenter database for risk entities. The response will return an array of json formatted RiskEntities.

Method parameters:

parameter	type	required
first_name	string	true
last_name	string	true
birth_date	Date	false
birth_year	string	false
birth_month	string	false
birth_day	string	false
offset	integer	false
limit	integer	false

The parameter birth_date takes priority over year, month and day.

Examples:

Factiva::Request.search(first_name: "Jhon", last_name: "Smith", birth_date: Date.new(1995, 8, 22))
=> {"meta"=>{"count"=>32, "first"=>0, "last"=>0, "total_count"=>32, "screen...

Factiva::Request.search(first_name: "Jhon", last_name: "Smith", birth_year: "1992")
=> {"meta"=>{"count"=>47, "first"=>0, "last"=>0, "total_count"=>47, "screen...

Profile request.

View risk profiles in the Dow Jones RiskCenter database. The method requires as a param the RiskEntity id that is returned in search request.

Example:

Factiva::Request.profile("11266381")
=> {"data"=>{"attributes"=>{"basic"=>{"type"=>"Person", "name_details"=>{"primary_...

Stub requests

Both methods search and profile can be mocked using Factiva::Response class method stub!. Once it is used, it will ignore the configuration and return always given fixed responses passed to it. Example:

Factiva::Request.stub!(
  search: { "data" => ["Jhon", "Smith"] },
  profile: { "data" => "Jhon Smith" }
)
=> true

Factiva::Request.search(first_name: "Jhon", last_name: "Smith")
=> {"data"=>["Jhon", "Smith"]}

Factiva::Request.profile("1234")
=> {"data"=>"Jhon Smith"}

If a method response is not given to stub!, it will be mocked with empty response. Example:

Factiva::Request.stub!(
  profile: { "data" => "Jhon Smith" }
)
=> true

Factiva::Request.search(first_name: "Jhon", last_name: "Smith")
=> {}

Use unstub! to go back to use real requests with given configuration. Example:

Factiva::Request.unstub!
=> true

Factiva::Request.profile("11266381")
=> {"data"=>{"attributes"=>{"basic"=>{"type"=>"Person", "name_details"=>{"primary_...

🚧 How to run the test suite 🚧

You can start the development environment with:

docker-compose run dev sh

And run specs with:

docker-compose run dev bundle exec rspec

Contributing

All contributions are welcome, feel free to create a Pull request.

Testing the gem locally in a Rails application

In case you want to use the gem in our of our application from your local code, you can do the following:

• Add a new volume in the Rails application's docker-compose with ~/${PATH_TO_THE_GEM}:/app/vendor/gems/factiva-api-client
• Update the Gemfile to use the gem from path: with line gem "factiva-api-client", path: '/app/vendor/gems/factiva-api-client'

Releasing a new version

A new version is released when the code is merged to master branch if you have conventional commits:

• Use fix: for patches.
• Use feat: for minor releases.
• Use feat!: or BREAKING CHANGE: for major releases.
• Other types (chore:, docs:, test:) will not trigger a release.