Donnelley Financial Solutions

Supergood | Donnelley Financial Solutions API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | Donnelley Financial Solutions API

Programmatically access Donnelley Financial Solutions (DFIN) regulatory reporting, EDGAR submissions, XBRL tagging, and Venue virtual data room workflows with a stable REST API. Supergood builds and operates production-grade, unofficial DFIN integrations so your team can automate filings, collaboration, and compliance without heavy custom engineering.

Plain English: 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, and run diligence in a virtual data room (Venue). An unofficial API lets you programmatically pull filing projects, documents, statuses, EDGAR submission receipts, XBRL tags, and VDR Q&A threads—and push new drafts, tags, questions, and submissions back into DFIN.

For a tech company integrating with DFIN, this means you can ingest real-time filing and compliance data to power dashboards, sync EDGAR statuses to your ERP or GRC platform, automate XBRL tagging flows from your product, or enrich your solution with VDR room activity. You can also push new filing drafts, run submission workflows, attach supporting artifacts, create VDR Q&A threads, and keep downstream systems (BI, accounting, governance, and investor relations) in lockstep.

What is Donnelley Financial Solutions?

Donnelley Financial Solutions (https://www.dfinsolutions.com/) 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

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

Available Endpoints

Authentication

POST /sessions: Establish 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.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_0b7d92",
    "name": "Reporting Lead",
    "entitlements": ["filings", "xbrl", "vdr"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Filings

GET /filings: List filings with filters and summary details.

Query parameters

  • companyId: string
  • formType: 10-K | 10-Q | 8-K | S-1 | N-1A | other
  • status: draft | ready_to_file | submitted | accepted | rejected
  • periodStart, periodEnd: YYYY-MM-DD
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "filingId": "fl_81e3c0",
      "companyId": "co_cik0000123456",
      "cik": "0000123456",
      "ticker": "SGOO",
      "formType": "10-K",
      "period": {
        "start": "2025-01-01",
        "end": "2025-12-31"
      },
      "status": "draft",
      "edgarSubmissionId": null,
      "createdAt": "2026-01-10T15:22:18Z",
      "updatedAt": "2026-01-21T08:41:03Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

XBRL Tags

PUT /filings/{filingId}/xbrl-tags: Upsert XBRL/iXBRL facts for a filing with contexts and units. Validates basic taxonomy compatibility.

curl --request PUT \
  --url https://api.supergood.ai/integrations/<integration_id>/filings/fl_81e3c0/xbrl-tags \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "facts": [
      {
        "concept": "us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax",
        "value": 125000000.00,
        "decimals": -3,
        "contextRef": "FY2025",
        "unitRef": "USD",
        "footnote": null,
        "documentRef": {
          "section": "Income Statement",
          "lineItem": "Revenue"
        }
      },
      {
        "concept": "us-gaap:OperatingIncomeLoss",
        "value": 18500000.00,
        "decimals": -3,
        "contextRef": "FY2025",
        "unitRef": "USD",
        "footnote": "Includes restructuring charges"
      }
    ]
  }'

Example response

{
  "filingId": "fl_81e3c0",
  "factsUpserted": 2,
  "warnings": [
    {
      "code": "DECIMALS_RECOMMENDATION",
      "message": "Consider using decimals -6 for USD amounts based on taxonomy guidance."
    }
  ],
  "updatedAt": "2026-01-21T09:12:33Z"
}

EDGAR Submission

POST /filings/{filingId}/submit: Submit a prepared filing to EDGAR. Includes validation steps and returns submission details.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/filings/fl_81e3c0/submit \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "submissionType": "live",
    "contact": {
      "name": "Jane Doe",
      "email": "[email protected]",
      "phone": "+1-555-0100"
    },
    "attachments": [
      {"fileName": "10K_main.docx", "uploadToken": "upl_9a21ff"},
      {"fileName": "financials.xlsx", "uploadToken": "upl_23b0c1"}
    ],
    "notes": "Final submission for FY2025 10-K."
  }'

Example response

{
  "filingId": "fl_81e3c0",
  "status": "submitted",
  "edgarSubmissionId": "EDG-20260121-5592",
  "receipts": {
    "transmission": "2026-01-21T10:03:11Z",
    "acceptance": null
  },
  "createdAt": "2026-01-21T10:03:11Z"
}

Venue Q&A

POST /vdr/rooms/{roomId}/qna: Create a new Q&A thread in a Venue virtual data room with visibility controls and optional attachments.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/vdr/rooms/room_4fa26a/qna \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "question": "Please provide the customer concentration for FY2025.",
    "categoryId": "cat_financials",
    "priority": "normal",
    "assignedToTeam": "sell_side",
    "visibleTo": ["buy_side_team_a"],
    "attachments": [
      {"fileName": "clarification.pdf", "uploadToken": "upl_78d443"}
    ],
    "referenceId": "dq-1027"
  }'

Example response

{
  "threadId": "qna_70bd3f",
  "status": "open",
  "roomId": "room_4fa26a",
  "createdAt": "2026-01-21T11:20:44Z",
  "referenceId": "dq-1027"
}

Get full API Specs →

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)

Performance Characteristics

  • 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

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened DFIN adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as DFIN evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which DFIN modules can this integration cover?

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.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.

Q: Can you submit filings and retrieve EDGAR acceptance details?

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.

Q: Do you support XBRL tagging at scale?

Yes. We can push pre-validated facts, contexts, units, and footnotes; pull tags for reconciliation; and enforce taxonomy rules with warnings and error reporting.

Q: Can you automate Venue Q&A and permissions?

Yes. We can create threads, manage visibility and team assignments, and deliver updates via webhooks or polling. Attachments are supported via signed uploads.

Ready to automate your DFIN workflows?

Supergood can have your DFIN integration live in days with no ongoing engineering maintenance.

Get Started →

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