Donnelley Financial Solutions API
Donnelley Financial Solutions is a financial compliance and capital markets software provider used by public companies, investment firms, and deal teams to prepare SEC filings (e.g., 10-K, 10-Q, S-1, N-1A), tag financial statements in XBRL/iXBRL, manage investment company reporting, a
What is Donnelley Financial Solutions?
Donnelley Financial Solutions is a cloud software and services provider focused on regulatory and financial compliance for capital markets and investment management.
Core product areas include:
- SEC and Regulatory Reporting (e.g., ActiveDisclosure for 10-K/10-Q/S-1, investment company filings like N-1A)
- XBRL/iXBRL Tagging and Taxonomy Management for structured financial data
- Deal Management (Venue Virtual Data Room for M&A, financings, and diligence)
- Investment Company Reporting (Arc Suite: ArcReporting, ArcPro, fund prospectus and proxy workflows)
Common data entities:
- Companies, Users, Roles, and Entitlements
- Filings (form type, period, status, EDGAR submission IDs, acceptance notices)
- Documents and Versions (DOCX, XLSX, PDF) with redlines and approvals
- XBRL Facts/Concepts, Contexts, Units, Tagging Templates
- VDR Rooms, Folders, Files, Watermarks, Permissions, Q&A Threads
- Audit Logs, Review Tasks, Approvals, and Distribution Events
The DFIN Integration Challenge
Teams rely on DFIN’s portal for regulated workflows, but turning them into API-driven automation is non-trivial:
- Module diversity: SEC filings, XBRL, investment company processes, and VDRs all have distinct data models and entitlements
- Enterprise security: SSO/MFA and strict role-based permissions complicate headless automation for bots and services
- Portal-first features: Many capabilities are optimized for the web UI; bulk export is limited or gated behind services and add-ons
- Regulatory rigor: EDGAR formats, validation rules, tagging consistency, and immutable audit trails must be respected programmatically
- Hidden costs: API access, managed exports, or custom reports can carry professional services fees and tight rate/usage constraints
How Supergood Creates DFIN APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your DFIN tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened DFIN adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as DFIN evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Filings
/filingsList filings with filters and summary details.
XBRL Tags
/filings/{filingId}/xbrl-tagsUpsert XBRL/iXBRL facts for a filing with contexts and units. Validates basic taxonomy compatibility.
EDGAR Submission
/filings/{filingId}/submitSubmit a prepared filing to EDGAR. Includes validation steps and returns submission details.
Venue Q&A
/vdr/rooms/{roomId}/qnaCreate a new Q&A thread in a Venue virtual data room with visibility controls and optional attachments.
Use Cases
SEC Filing Data Sync
- Mirror filings, statuses, and EDGAR receipts into internal systems - Keep periods, form types, and acceptance times current for analytics and SLA monitoring - Normalize company identifiers (CIK, ticker) across compliance datasets
XBRL Automation
- Push pre-validated XBRL/iXBRL tags and contexts programmatically - Pull facts for reconciliation and tie-outs in your reporting pipeline - Enforce taxonomy and decimals/precision standards via automated checks
Deal Room Operations (Venue)
- Create and track Q&A threads with permissions and workflows - Sync file lists, activity, and audit logs to your deal management stack - Automate invitee provisioning and watermark controls
Investment Company Reporting
- Retrieve fund prospectus, proxy timelines, and approval checkpoints - Feed status updates to GRC/BI tools for portfolio-wide oversight - Archive documents and metadata for records retention
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of filings, XBRL facts, EDGAR statuses, and VDR objects
Security
Encrypted transport, scoped tokens, and audit logging; respects DFIN role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., EDGAR acceptance, VDR Q&A replies)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume filing data sync and VDR operations
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as SEC/Regulatory Reporting (ActiveDisclosure), XBRL/iXBRL tagging, and Venue Virtual Data Room, as well as selected Arc Suite investment company reporting, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can automate submission flows, capture transmission timestamps and acceptance notices, and synchronize statuses to your ERP, GRC, or BI systems while complying with validation and permission constraints.
Yes. We can push pre-validated facts, contexts, units, and footnotes; pull tags for reconciliation; and enforce taxonomy rules with warnings and error reporting.
Yes. We can create threads, manage visibility and team assignments, and deliver updates via webhooks or polling. Attachments are supported via signed uploads.