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<h1>Filtering</h1>
<p>The API uses the Elastic Search <a href="https://www.elastic.co/guide/en/elasticsearch/reference/current/query-dsl-query-string-query.html#query-string-syntax">query string syntax</a> for filtering.</p>
<h2 id="overview">Overview<a class="headerlink" href="#overview" title="Permanent link">&para;</a></h2>
<p>First, get an idea of what fields you can use to filter from the <code>meta_dict</code>. </p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="kn">import</span> <span class="nn">bankfind</span> <span class="k">as</span> <span class="nn">bf</span>
<span class="o">&gt;&gt;&gt;</span> <span class="n">fields</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">meta_dict</span><span class="o">.</span><span class="n">keys</span><span class="p">()</span>
<span class="n">dict_keys</span><span class="p">([</span><span class="s1">&#39;failures&#39;</span><span class="p">,</span> <span class="s1">&#39;history&#39;</span><span class="p">,</span> <span class="s1">&#39;institutions&#39;</span><span class="p">,</span> <span class="s1">&#39;locations&#39;</span><span class="p">,</span> <span class="s1">&#39;summary&#39;</span><span class="p">])</span>
</code></pre></div>
<p>Each of the keys above represent an endpoint. The values corresponding to each of the keys above are dictionaries. The dictionaries contain the fields available as well as the data type, description, and, sometimes, options to filter with.</p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">bf</span><span class="o">.</span><span class="n">meta_dict</span><span class="p">[</span><span class="s1">&#39;failures&#39;</span><span class="p">]</span><span class="o">.</span><span class="n">keys</span><span class="p">()</span>
<span class="n">dict_keys</span><span class="p">([</span><span class="s1">&#39;NAME&#39;</span><span class="p">,</span> <span class="s1">&#39;CERT&#39;</span><span class="p">,</span> <span class="s1">&#39;FIN&#39;</span><span class="p">,</span> <span class="s1">&#39;CITYST&#39;</span><span class="p">,</span> <span class="s1">&#39;FAILDATE&#39;</span><span class="p">,</span> <span class="s1">&#39;FAILYR&#39;</span><span class="p">,</span> <span class="s1">&#39;SAVR&#39;</span><span class="p">,</span> <span class="s1">&#39;RESTYPE1&#39;</span><span class="p">,</span> <span class="s1">&#39;CHCLASS1&#39;</span><span class="p">,</span> <span class="s1">&#39;RESTYPE&#39;</span><span class="p">,</span> <span class="s1">&#39;QBFDEP&#39;</span><span class="p">,</span> <span class="s1">&#39;QBFASSET&#39;</span><span class="p">,</span> <span class="s1">&#39;COST&#39;</span><span class="p">,</span> <span class="s1">&#39;PSTALP&#39;</span><span class="p">])</span>
<span class="o">&gt;&gt;&gt;</span> <span class="n">bf</span><span class="o">.</span><span class="n">meta_dict</span><span class="p">[</span><span class="s1">&#39;failures&#39;</span><span class="p">][</span><span class="s1">&#39;NAME&#39;</span><span class="p">]</span>
<span class="p">{</span><span class="s1">&#39;type&#39;</span><span class="p">:</span> <span class="s1">&#39;string&#39;</span><span class="p">,</span> <span class="s1">&#39;x-elastic-type&#39;</span><span class="p">:</span> <span class="s1">&#39;keyword&#39;</span><span class="p">,</span> <span class="s1">&#39;title&#39;</span><span class="p">:</span> <span class="s1">&#39;Institution Name&#39;</span><span class="p">,</span> <span class="s1">&#39;description&#39;</span><span class="p">:</span> <span class="s2">&quot;This is the legal name of the institution. When available, the Institution&#39;s name links to useful information for the customers and vendors of these institutions. This information includes press releases, information about the acquiring institution, (if applicable), how your accounts and loans are affected, and how vendors can file claims against the receivership.&quot;</span><span class="p">}</span>
</code></pre></div>
<h2 id="filters">Filters<a class="headerlink" href="#filters" title="Permanent link">&para;</a></h2>
<p>The syntax for filtering will change based on the data-type.</p>
<h3 id="strings">strings<a class="headerlink" href="#strings" title="Permanent link">&para;</a></h3>
<p><strong>Syntax</strong>: <code>&lt;FIELD&gt;:&lt;VALUE&gt;</code></p>
<p>First, let's filter based on cert, which as you can see from the <code>meta_dict</code> is a string field.</p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">bf</span><span class="o">.</span><span class="n">meta_dict</span><span class="p">[</span><span class="s1">&#39;failures&#39;</span><span class="p">][</span><span class="s1">&#39;CERT&#39;</span><span class="p">][</span><span class="s1">&#39;type&#39;</span><span class="p">]</span>
<span class="s1">&#39;string&#39;</span>
<span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s2">&quot;CERT:57295&quot;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">1</span>
</code></pre></div>
<p>Chain filters together with "AND":</p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s2">&quot;STNAME:Colorado AND CITY:Denver&quot;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">108</span>
</code></pre></div>
<p>Filtering with "OR" is easy also:</p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s1">&#39;STNAME:(&quot;Colorado&quot;,&quot;Wyoming&quot;)&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">844</span>
</code></pre></div>
<h3 id="dates">dates<a class="headerlink" href="#dates" title="Permanent link">&para;</a></h3>
<p>Dates must be entered in the following format:</p>
<p><strong>Syntax</strong>: <code>&lt;FIELD&gt;:yyyy-mm-dd</code></p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s1">&#39;DATEUPDT:2019-12-31&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">3919</span>
</code></pre></div>
<p>They can also be used as ranges:</p>
<h4 id="exclusive">exclusive<a class="headerlink" href="#exclusive" title="Permanent link">&para;</a></h4>
<p>Use curly braces <code>{}</code> and the range will exclude the beginning and end dates used in the range:</p>
<p><strong>Syntax</strong>: <code>&lt;FIELD&gt;:{yyyy-mm-dd TO yyyy-mm-dd}</code></p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s1">&#39;DATEUPDT:{2015-01-01 TO 2018-12-31}&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">1921</span>
</code></pre></div>
<h4 id="inclusive">inclusive<a class="headerlink" href="#inclusive" title="Permanent link">&para;</a></h4>
<p>Use brackets <code>[]</code> and the range will the include the beginning and end dates used in the range</p>
<p><strong>Syntax</strong>: <code>&lt;FIELD&gt;:[yyyy-mm-dd TO yyyy-mm-dd]</code></p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s1">&#39;DATEUPDT:[2010-01-01 TO 2018-12-31]&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">4556</span>
</code></pre></div>
<h3 id="numbers">numbers<a class="headerlink" href="#numbers" title="Permanent link">&para;</a></h3>
<p>Numbers can also be used in ranges with the same syntax as dates</p>
<h4 id="exclusive_1">exclusive<a class="headerlink" href="#exclusive_1" title="Permanent link">&para;</a></h4>
<p>Use curly braces <code>{}</code> and the range will exclude the beginning and end values in the range. Most of the values are represented in thousands.</p>
<p><strong>Syntax</strong>: <code>&lt;FIELD&gt;:{Number TO Number}</code></p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s1">&#39;ASSET:{25000 TO 75000}&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">5530</span>
</code></pre></div>
<h4 id="inclusive_1">inclusive<a class="headerlink" href="#inclusive_1" title="Permanent link">&para;</a></h4>
<p>Use brackets <code>[]</code> and the range will the include the beginning and end dates used in the range</p>
<p><strong>Syntax</strong>: <code>&lt;FIELD&gt;:[Number TO Number]</code></p>
<p><em>The filter below will retrieve institutions with assets greater than or equal to 2 billion or less than or equal to 5 billion.</em></p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s1">&#39;ASSET:[2000000 TO 5000000]&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">685</span>
</code></pre></div>
<h4 id="wildcard">wildcard<a class="headerlink" href="#wildcard" title="Permanent link">&para;</a></h4>
<p><strong>Syntax</strong>: <code>&lt;FIELD&gt;:[Number to *]</code></p>
<p><em>The filter below will retrieve institutions with assets greater than or equal to 5 billion.</em></p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">filters</span><span class="o">=</span><span class="s1">&#39;ASSET:[5000000 TO *]&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">602</span>
</code></pre></div>
<h2 id="search">Search<a class="headerlink" href="#search" title="Permanent link">&para;</a></h2>
<p>Flexible text search is also available. Search supports text search and fuzzy matching, as opposed to filters that are exact matches. Currently, only two endpoints support the search functionality: <code>get_institutions</code> and <code>get_history</code>.</p>
<p>The only field that currently supports the search functionality is <code>NAME</code>. It's a similar syntax to the <a href="#strings">string filter</a>.</p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">search</span><span class="o">=</span><span class="s1">&#39;NAME:AMG&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">5</span>
</code></pre></div>
<p>Take it a little further:</p>
<div class="highlight"><pre><span></span><code><span class="o">&gt;&gt;&gt;</span> <span class="n">data</span> <span class="o">=</span> <span class="n">bf</span><span class="o">.</span><span class="n">get_institutions</span><span class="p">(</span><span class="n">search</span><span class="o">=</span><span class="s1">&#39;NAME:AMG National&#39;</span><span class="p">)</span>
<span class="o">&gt;&gt;&gt;</span> <span class="nb">len</span><span class="p">(</span><span class="n">data</span><span class="p">[</span><span class="s1">&#39;data&#39;</span><span class="p">])</span>
<span class="mi">1</span>
</code></pre></div>
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