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Connect to EDGAR Online Data in HULFT Integrate

Connect to EDGAR Online as a JDBC data source in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for EDGAR Online, HULFT Integrate can work with live EDGAR Online data. This article walks through connecting to EDGAR Online and moving the data into a CSV file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live EDGAR Online data. When you issue complex SQL queries to EDGAR Online, the driver pushes supported SQL operations, like filters and aggregations, directly to EDGAR Online and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze EDGAR Online data using native data types.

Enable Access to EDGAR Online

To enable access to EDGAR Online data from HULFT Integrate projects:

  1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.edgaronline.jar (and cdata.jdbc.edgaronline.lic), to the jdbc_adapter subfolder for the Integrate Server
  2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to EDGAR Online Data

Once you copy the JAR files, you can create a project with access to EDGAR Online data. Start by opening Integrate Studio and creating a new project.

  1. Name the project
  2. Ensure the "Create script" checkbox is checked
  3. Click Next
  4. Name the script (e.g.: EdgarOnlinetoCSV)

Once you create the project, add components to the script to copy EDGAR Online data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

  1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for EDGAR Online. Set the following properties:
    • Name: EDGAR Online Connection Settings
    • Driver class name: cdata.jdbc.edgaronline.EdgarOnlineDriver
    • URL: jdbc:edgaronline:AppKey=20dd8ce9904d422ed89ebde1ad40d

      Built-in Connection String Designer

      For assistance constructing the JDBC URL, use the connection string designer built into the EDGAR Online JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.

      java -jar cdata.jdbc.edgaronline.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      1. Navigate to https://developer.edgar-online.com/ and create an account.
      2. Register a new application and retrieve the AppKey. You should select one of the available Web APIs this application will use like HackPack, Insider Trades or Institutional Ownership.
        Note: HackPack is the most important Web API that an application can use since it supports a large number of endpoints. If you are getting the "Access Denied" error you must create a new app and select the correct Web API which supports the resource you are querying.
      3. After successfully creating a new app, you can access your keys through your "my account" area. Set the AppKey connection property value equal to the Key of your application.
  2. Write your SQL statement. For example:
    SELECT Id, Name FROM Subscriptions
  3. Click "Extraction test" to ensure the connection and query are configured properly
  4. Click "Execute SQL statement and set output schema"
  5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

  1. Set a file to write the query results to (e.g. Subscriptions.csv)
  2. Set "Input data" to the "Select SQL" component
  3. Add columns for each field selected in the SQL query
  4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
  5. Click "Finish"

Map EDGAR Online Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move EDGAR Online data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for EDGAR Online and start working with your live EDGAR Online data in HULFT Integrate. Reach out to our Support Team if you have any questions.