Documents

Retrieve Document Metadata

Changed on

Return structural metadata for a document: filing type, source document type, total character count, named sections with character counts, and a recommended_call hint that guides whether to fetch the whole document or a specific section next. It also reports whether the document is mined (its datapoints have been extracted) and the ids of the published fundamentals mined from it, which the MCP uses to meter document reads. The endpoint never returns the document body. Documents whose filing type is outside the allowlist return 200 with recommended_call set to not_supported and reason populated. Earnings call transcripts are excluded from whole-document access and return 403; use /documents/keyword-search to query transcript content.

get/api/v3/documents/{document_id}/metadata

Request

  • Base URL
    https://app.daloopa.com
  • Auth
    HTTP basic

Path parameters

document_idinteger required

The unique identifier of the document.

Response

document_idinteger required

Unique document identifier

company_idinteger nullable required

Id of the company the document belongs to. Resolved from the document's direct company with a fallback to its company identifier for older rows. Callers use it to attribute document access to a company (access control and subscription).

titlestring required

Human-readable document title

filing_typestring required

Type of filing (10-K, 10-Q, 8-K, News Article, Others). Transcripts are blocked on this endpoint and return 403; use /documents/keyword-search for transcript content.

document_typestring required

Source document type classification carried alongside filing_type. Useful for disambiguating the broad Others filing bucket (for example Earnings Presentation, Investor Day Presentation, 6-K).

total_charactersinteger required

Total number of characters in the document text. 0 when not_supported.

total_sectionsinteger required

Number of named sections in the document. 0 when not_supported.

recommended_call'small_full' | 'large_with_section' | 'single_section_filing' | 'not_supported' required
  • small_full - small_full
  • large_with_section - large_with_section
  • single_section_filing - single_section_filing
  • not_supported - not_supported
reasonstring nullable

Populated when recommended_call is not_supported.

is_minedboolean required

True when the document entered our system on or before the company's latest published client view, meaning its datapoints have been extracted. A mined document can carry zero datapoints. False means the document is newer than the latest published view.

mined_fundamental_idsinteger[] required

Ids of every published fundamental mined from this document. Empty when the document is unmined or nothing was mined from it.

Changes