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ETL EDGAR Online in Oracle Data Integrator

This article shows how to transfer EDGAR Online data into a data warehouse using Oracle Data Integrator.

Leverage existing skills by using the JDBC standard to read and write to EDGAR Online: Through drop-in integration into ETL tools like Oracle Data Integrator (ODI), the CData JDBC Driver for EDGAR Online connects real-time EDGAR Online data to your data warehouse, business intelligence, and Big Data technologies.

JDBC connectivity enables you to work with EDGAR Online just as you would any other database in ODI. As with an RDBMS, you can use the driver to connect directly to the EDGAR Online APIs in real time instead of working with flat files.

This article walks through a JDBC-based ETL -- EDGAR Online to Oracle. After reverse engineering a data model of EDGAR Online entities, you will create a mapping and select a data loading strategy -- since the driver supports SQL-92, this last step can easily be accomplished by selecting the built-in SQL to SQL Loading Knowledge Module.

Install the Driver

To install the driver, copy the driver JAR and .lic file, located in the installation folder, into the ODI userlib directory:

On Unix: ~/.odi/oracledi/userlib On Windows: %APPDATA%\Roaming\odi\oracledi\userlib

Restart ODI to complete the installation.

Reverse Engineer a Model

Reverse engineering the model retrieves metadata about the driver's relational view of EDGAR Online data. After reverse engineering, you can query real-time EDGAR Online data and create mappings based on EDGAR Online tables.

  1. In ODI, connect to your repository and click New -> Model and Topology Objects.
  2. On the Model screen of the resulting dialog, enter the following information:
    • Name: Enter EdgarOnline.
    • Technology: Select Generic SQL (for ODI Version 12.2+, select Microsoft SQL Server).
    • Logical Schema: Enter EdgarOnline.
    • Context: Select Global.
  3. On the Data Server screen of the resulting dialog, enter the following information:
    • Name: Enter EdgarOnline.
    • Driver List: Select Oracle JDBC Driver.
    • Driver: Enter cdata.jdbc.edgaronline.EdgarOnlineDriver
    • URL: Enter the JDBC URL containing the connection string.
      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.

      Built-in Connection String Designer

      For assistance in 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.

      Below is a typical connection string:

      jdbc:edgaronline:AppKey=20dd8ce9904d422ed89ebde1ad40d
  4. On the Physical Schema screen, enter the following information:
    • Schema (Schema): Enter EdgarOnline.
    • Schema (Work Schema): Enter EdgarOnline.
  5. In the opened model click Reverse Engineer to retrieve the metadata for EDGAR Online tables.

Edit and Save EDGAR Online Data

After reverse engineering you can now work with EDGAR Online data in ODI. To edit and save EDGAR Online data, expand the Models accordion in the Designer navigator, right-click a table, and click Data. Click Refresh to pick up any changes to the data. Click Save Changes when you are finished making changes.

Create an ETL Project

Follow the steps below to create an ETL from EDGAR Online. You will load Subscriptions entities into the sample data warehouse included in the ODI Getting Started VM.

  1. Open SQL Developer and connect to your Oracle database. Right-click the node for your database in the Connections pane and click new SQL Worksheet.

    Alternatively you can use SQLPlus. From a command prompt enter the following:

    sqlplus / as sysdba
  2. Enter the following query to create a new target table in the sample data warehouse, which is in the ODI_DEMO schema. The following query defines a few columns that match the Subscriptions table in EDGAR Online: CREATE TABLE ODI_DEMO.TRG_SUBSCRIPTIONS (NAME NUMBER(20,0),Id VARCHAR2(255));
  3. In ODI expand the Models accordion in the Designer navigator and double-click the Sales Administration node in the ODI_DEMO folder. The model is opened in the Model Editor.
  4. Click Reverse Engineer. The TRG_SUBSCRIPTIONS table is added to the model.
  5. Right-click the Mappings node in your project and click New Mapping. Enter a name for the mapping and clear the Create Empty Dataset option. The Mapping Editor is displayed.
  6. Drag the TRG_SUBSCRIPTIONS table from the Sales Administration model onto the mapping.
  7. Drag the Subscriptions table from the EDGAR Online model onto the mapping.
  8. Click the source connector point and drag to the target connector point. The Attribute Matching dialog is displayed. For this example, use the default options. The target expressions are then displayed in the properties for the target columns.
  9. Open the Physical tab of the Mapping Editor and click SUBSCRIPTIONS_AP in TARGET_GROUP.
  10. In the SUBSCRIPTIONS_AP properties, select LKM SQL to SQL (Built-In) on the Loading Knowledge Module tab.

You can then run the mapping to load EDGAR Online data into Oracle.