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Analytics requests separate input selection from output shaping.
  • scope defines which entities enter the analytic.
  • result_filter shapes the rows returned after the analytic runs.
For route selection, see Choosing a route. For metric and rating_scale, see Metrics and scales.

Scope

scope is evaluated before the endpoint computes its result.
Use scope.portfolio when you already know the entities.
Custom portfolio columns can be used as facet_column values where the endpoint supports facets.

Result filter

result_filter does not change the input universe. It only filters, sorts, or limits computed output rows. Use scope to decide what goes in. Use result_filter to decide what comes back.

MyRating coverage

With metric: "CCR", the analytic uses scoped entities that have consensus data. With metric: "MyRating", the analytic uses only the part of your scope where your bank has submitted ratings for the requested date window. In other words, selecting MyRating can reduce the universe from “everything you requested” to “the requested entities your bank has rated.” If your bank has not rated any entities in the requested scope, the API returns an empty success response rather than an error. For aggregate-style MyRating routes, ex-me fields are calculated for that same covered subset. They are not a full-scope benchmark for entities your bank does not rate. Do not compare AGG_EntityCount from CCR responses with AGG_ClientEntityCount from MyRating responses as if they share the same denominator.

Empty response by route