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PATCH
Update Briefing
Update an existing briefing schedule. All fields are optional — only include the fields you want to change.

Stock Selection

Same as Create Briefing: provide stock_ids (preferred) or tickers. Use the Map Tickers endpoint to convert ticker symbols to stock IDs.

Scheduled Time Format

Must be in 12-hour AM/PM format: "9:00 AM", "3:30 PM", "12:00 PM".

Partial Update

Only fields included in the request body will be updated. For example, to change only the schedule time:
To deactivate a briefing without deleting it:
Omitting a field leaves it unchanged. Sending null does not clear a field — for example, a linked watchlist group cannot currently be unlinked via this endpoint, and language: null does not reset an already-set language.

Field Reference

Authorizations

X-API-KEY
string
header
required

Path Parameters

id
string
required

Body

application/json

All fields are optional. Only include fields you want to change.

topic
string

Briefing instructions/topic

stock_ids
string[]

Internal stock UUIDs (preferred)

tickers
string[]

Ticker symbols (auto-resolved)

language
enum<string> | null

Output language (null = auto-detect)

Available options:
English,
Spanish,
French,
German,
Italian,
Portuguese,
Dutch,
Hindi,
Japanese,
Chinese,
Finnish,
Korean,
Polish,
Russian,
Turkish,
Ukrainian,
Vietnamese
scheduled_time
string

h:mm AM/PM format (e.g. '9:00 AM')

timezone
string

IANA timezone (e.g. Asia/Seoul)

frequency
enum<string>
Available options:
daily,
weekly,
monthly
scheduled_day_of_week
integer | null

0=Sun, 6=Sat

Required range: 0 <= x <= 6
scheduled_day_of_month
integer | null
Required range: 1 <= x <= 31
title
string | null

Custom briefing title

source_type
enum<string>
Available options:
tfs_only,
rms_only,
both
attach_pdf
boolean
is_active
boolean

Enable/disable the schedule

rms_sources
object[]

RMS source configurations

watchlist_group_id
string | null

Watchlist group ID to link for dynamic ticker sync. Note: unlinking by sending null is not currently supported.

use_custom_email_title
boolean

Use title as fixed email subject

organization_id
string

Platform (EDS) keys only: org UUID under the key's platform. Ignored by org-bound keys.

user_id
string

Platform (EDS) keys only: the target user's customer_id (your external user id, not a UUID). Ignored by org-bound keys.

user_email
string

Platform (EDS) keys only: the target user's email. Ignored by org-bound keys.

user_name
string

Platform (EDS) keys only: optional display name (used only when creating the user).

Response

200 - application/json

Briefing updated

error
object | null
payload
object