Generate a response using the RMS (Research Management System) with deep research capabilities. This endpoint provides enhanced search capabilities with organization-specific data and customizable document types.
Note:This feature is available to a limited set of users only. Access requires a separate onboarding process, which will be provided upon request. For more information, please contact us at [email protected]
Organization ID
"123e4567-e89b-12d3-a456-426614174000"
User ID
"123e4567-e89b-12d3-a456-426614174000"
User email
User name
"John Doe"
Search query
"What are the latest insights on AAPL performance?"
Types of search to perform
rms, external, all ["rms", "external"]External document types
transcript, filing, news, ir_slide, structured_data [
"transcript",
"filing",
"news",
"ir_slide",
"structured_data"
]Conversation ID for multi-turn interactions (optional)
"987e6543-e21b-32d3-c654-426614174999"
Source batch ID
"123e4567-e89b-12d3-a456-426614174000"
Container IDs to search within (optional)
["container_id1", "container_id2"]Document IDs to search within (optional)
["document_id1", "document_id2"]Client API URL
"https://api.example.com"
Number of kb size to return per event. When set to 0, search_results will not be returned via stream, only chat_message_id will be returned. You can retrieve search_results using the chat_message_id through the references API. Setting to 0 is recommended for stream stability.
0
Sleep time per event
0.01
RMS document types (customizable)
[
"emailnotes",
"generalnotes",
"templatednotes",
"custom-data",
"structured-data"
]RMS sub-types mapping (optional)
{
"template_note": ["template_note1", "template_note2"]
}Bloomberg stock IDs (optional)
["BBG001S5N8V8"]Search tags (optional)
["tech", "earnings"]Upload date filter (optional)
Fiscal period filter (optional)
{
"start_time": { "year": 2023, "quarter": 1 },
"end_time": { "year": 2024, "quarter": 12 }
}Whether to use agentic search
true
Custom filters (optional)
{ "your_own_field": "value" }SSE stream of research events. Each event is sent as data: {json}\n\n