FactSet

Keep external research inputs traceable to their source.

Use this for

Define the authorized dataset and entity mapping. Retain source values and dates with the finding. Keep a model interpretation distinct from the external research record.

Data contract

Keep the external source ID, version or as-of date, the fields used, and the associated MINT record. Do not silently combine records by matching names or equal totals.

Access and actions

Scope reads to the records needed for the task. External writes, messages, and financial actions are separate deliberate operations with their own access scope. Local files remain a usable starting point.

Continue

Read the related workflow or return to all integrations.