DealMakerAPI 0.0.2 → 0.68.6

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (170) hide show
  1. checksums.yaml +4 -4
  2. data/DealMakerAPI.gemspec +4 -4
  3. data/README.md +221 -127
  4. data/docs/CompanyApi.md +214 -0
  5. data/docs/CreateCompanyRequest.md +32 -0
  6. data/docs/CreateCorporationProfileRequest.md +82 -0
  7. data/docs/CreateDealSetupRequest.md +30 -0
  8. data/docs/CreateIndividualProfileRequest.md +44 -0
  9. data/docs/CreateInvestorRequest.md +40 -0
  10. data/docs/CreateJointProfileRequest.md +68 -0
  11. data/docs/CreateTrustProfileRequest.md +60 -0
  12. data/docs/DealApi.md +21 -165
  13. data/docs/DealSetupApi.md +74 -0
  14. data/docs/DefaultApi.md +413 -0
  15. data/docs/InvestorApi.md +368 -0
  16. data/docs/InvestorProfileApi.md +573 -15
  17. data/docs/PatchCorporationProfileRequest.md +58 -0
  18. data/docs/PatchIndividualProfileRequest.md +42 -0
  19. data/docs/PatchInvestorRequest.md +18 -0
  20. data/docs/PatchJointProfileRequest.md +66 -0
  21. data/docs/PatchTrustProfileRequest.md +58 -0
  22. data/docs/PostWebhooksRequest.md +26 -0
  23. data/docs/PutWebhooksIdRequest.md +30 -0
  24. data/docs/UpdateInvestorRequest.md +24 -0
  25. data/docs/V1EntitiesAddress.md +28 -0
  26. data/docs/V1EntitiesAddresses.md +18 -0
  27. data/docs/V1EntitiesCompany.md +34 -0
  28. data/docs/V1EntitiesCompanyDeal.md +20 -0
  29. data/docs/V1EntitiesCompanyDeals.md +18 -0
  30. data/docs/V1EntitiesDealSetup.md +34 -0
  31. data/docs/V1EntitiesDealSetupUser.md +20 -0
  32. data/docs/V1EntitiesDeals.md +18 -0
  33. data/docs/V1EntitiesInvestor.md +10 -4
  34. data/docs/V1EntitiesInvestorProfileAddress.md +28 -0
  35. data/docs/V1EntitiesInvestorProfileCorporation.md +34 -0
  36. data/docs/V1EntitiesInvestorProfileFieldsAccountHolder.md +28 -0
  37. data/docs/V1EntitiesInvestorProfileFieldsCorporation.md +24 -0
  38. data/docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md +30 -0
  39. data/docs/V1EntitiesInvestorProfileFieldsTrust.md +24 -0
  40. data/docs/V1EntitiesInvestorProfileIndividual.md +6 -16
  41. data/docs/V1EntitiesInvestorProfileItem.md +18 -0
  42. data/docs/V1EntitiesInvestorProfileJoint.md +34 -0
  43. data/docs/V1EntitiesInvestorProfileTrust.md +32 -0
  44. data/docs/V1EntitiesInvestorProfiles.md +18 -0
  45. data/docs/V1EntitiesWebhooksDeal.md +22 -0
  46. data/docs/V1EntitiesWebhooksSecurityToken.md +18 -0
  47. data/docs/V1EntitiesWebhooksSubscription.md +28 -0
  48. data/docs/V1EntitiesWebhooksSubscriptionDeal.md +24 -0
  49. data/docs/V1EntitiesWebhooksSubscriptionDeals.md +18 -0
  50. data/lib/DealMakerAPI/api/company_api.rb +219 -0
  51. data/lib/DealMakerAPI/api/deal_api.rb +23 -174
  52. data/lib/DealMakerAPI/api/deal_setup_api.rb +90 -0
  53. data/lib/DealMakerAPI/api/default_api.rb +403 -0
  54. data/lib/DealMakerAPI/api/investor_api.rb +399 -0
  55. data/lib/DealMakerAPI/api/investor_profile_api.rb +570 -16
  56. data/lib/DealMakerAPI/api_client.rb +5 -3
  57. data/lib/DealMakerAPI/api_error.rb +3 -2
  58. data/lib/DealMakerAPI/configuration.rb +4 -3
  59. data/lib/DealMakerAPI/models/create_company_request.rb +320 -0
  60. data/lib/DealMakerAPI/models/create_corporation_profile_request.rb +601 -0
  61. data/lib/DealMakerAPI/models/create_deal_setup_request.rb +364 -0
  62. data/lib/DealMakerAPI/models/create_individual_profile_request.rb +389 -0
  63. data/lib/DealMakerAPI/models/create_investor_request.rb +386 -0
  64. data/lib/DealMakerAPI/models/create_joint_profile_request.rb +521 -0
  65. data/lib/DealMakerAPI/models/create_trust_profile_request.rb +491 -0
  66. data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +454 -0
  67. data/lib/DealMakerAPI/models/patch_individual_profile_request.rb +374 -0
  68. data/lib/DealMakerAPI/models/patch_investor_request.rb +225 -0
  69. data/lib/DealMakerAPI/models/patch_joint_profile_request.rb +506 -0
  70. data/lib/DealMakerAPI/models/patch_trust_profile_request.rb +454 -0
  71. data/lib/DealMakerAPI/models/post_webhooks_request.rb +277 -0
  72. data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +286 -0
  73. data/lib/DealMakerAPI/models/update_investor_request.rb +286 -0
  74. data/lib/DealMakerAPI/models/v1_entities_address.rb +270 -0
  75. data/lib/DealMakerAPI/models/v1_entities_addresses.rb +219 -0
  76. data/lib/DealMakerAPI/models/v1_entities_attachment.rb +3 -2
  77. data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +3 -2
  78. data/lib/DealMakerAPI/models/v1_entities_company.rb +299 -0
  79. data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +230 -0
  80. data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +219 -0
  81. data/lib/DealMakerAPI/models/v1_entities_deal.rb +5 -4
  82. data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +3 -2
  83. data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +3 -2
  84. data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +3 -2
  85. data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +3 -2
  86. data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +300 -0
  87. data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +230 -0
  88. data/lib/DealMakerAPI/models/v1_entities_deals.rb +220 -0
  89. data/lib/DealMakerAPI/models/v1_entities_investor.rb +50 -20
  90. data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +270 -0
  91. data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +332 -0
  92. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +269 -0
  93. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +249 -0
  94. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +279 -0
  95. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +249 -0
  96. data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +26 -76
  97. data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +219 -0
  98. data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +333 -0
  99. data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +323 -0
  100. data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +220 -0
  101. data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +3 -2
  102. data/lib/DealMakerAPI/models/v1_entities_investors.rb +3 -2
  103. data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +3 -2
  104. data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +241 -0
  105. data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +221 -0
  106. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +270 -0
  107. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +250 -0
  108. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +219 -0
  109. data/lib/DealMakerAPI/version.rb +3 -3
  110. data/lib/DealMakerAPI.rb +44 -2
  111. data/spec/api/company_api_spec.rb +73 -0
  112. data/spec/api/deal_api_spec.rb +9 -37
  113. data/spec/api/deal_setup_api_spec.rb +47 -0
  114. data/spec/api/default_api_spec.rb +108 -0
  115. data/spec/api/investor_api_spec.rb +106 -0
  116. data/spec/api/investor_profile_api_spec.rb +109 -7
  117. data/spec/api_client_spec.rb +2 -2
  118. data/spec/configuration_spec.rb +2 -2
  119. data/spec/models/create_company_request_spec.rb +76 -0
  120. data/spec/models/create_corporation_profile_request_spec.rb +230 -0
  121. data/spec/models/create_deal_setup_request_spec.rb +82 -0
  122. data/spec/models/create_individual_profile_request_spec.rb +116 -0
  123. data/spec/models/create_investor_request_spec.rb +108 -0
  124. data/spec/models/create_joint_profile_request_spec.rb +192 -0
  125. data/spec/models/create_trust_profile_request_spec.rb +164 -0
  126. data/spec/models/patch_corporation_profile_request_spec.rb +158 -0
  127. data/spec/models/patch_individual_profile_request_spec.rb +110 -0
  128. data/spec/models/patch_investor_request_spec.rb +34 -0
  129. data/spec/models/patch_joint_profile_request_spec.rb +186 -0
  130. data/spec/models/patch_trust_profile_request_spec.rb +158 -0
  131. data/spec/models/post_webhooks_request_spec.rb +58 -0
  132. data/spec/models/put_webhooks_id_request_spec.rb +70 -0
  133. data/spec/models/update_investor_request_spec.rb +56 -0
  134. data/spec/models/v1_entities_address_spec.rb +64 -0
  135. data/spec/models/v1_entities_addresses_spec.rb +34 -0
  136. data/spec/models/v1_entities_attachment_spec.rb +2 -2
  137. data/spec/models/v1_entities_background_check_search_spec.rb +2 -2
  138. data/spec/models/v1_entities_company_deal_spec.rb +40 -0
  139. data/spec/models/v1_entities_company_deals_spec.rb +34 -0
  140. data/spec/models/v1_entities_company_spec.rb +82 -0
  141. data/spec/models/v1_entities_deal_enterprise_spec.rb +2 -2
  142. data/spec/models/v1_entities_deal_funding_metrics_spec.rb +2 -2
  143. data/spec/models/v1_entities_deal_investor_metrics_spec.rb +2 -2
  144. data/spec/models/v1_entities_deal_issuer_spec.rb +2 -2
  145. data/spec/models/v1_entities_deal_setup_spec.rb +82 -0
  146. data/spec/models/v1_entities_deal_setup_user_spec.rb +40 -0
  147. data/spec/models/v1_entities_deal_spec.rb +76 -2
  148. data/spec/models/v1_entities_deals_spec.rb +34 -0
  149. data/spec/models/v1_entities_investor_profile_address_spec.rb +64 -0
  150. data/spec/models/v1_entities_investor_profile_corporation_spec.rb +86 -0
  151. data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +64 -0
  152. data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +52 -0
  153. data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +70 -0
  154. data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +52 -0
  155. data/spec/models/v1_entities_investor_profile_individual_spec.rb +6 -36
  156. data/spec/models/v1_entities_investor_profile_item_spec.rb +34 -0
  157. data/spec/models/v1_entities_investor_profile_joint_spec.rb +86 -0
  158. data/spec/models/v1_entities_investor_profile_trust_spec.rb +80 -0
  159. data/spec/models/v1_entities_investor_profiles_spec.rb +34 -0
  160. data/spec/models/v1_entities_investor_spec.rb +29 -5
  161. data/spec/models/v1_entities_investor_user_spec.rb +2 -2
  162. data/spec/models/v1_entities_investors_spec.rb +2 -2
  163. data/spec/models/v1_entities_subscription_agreement_spec.rb +2 -2
  164. data/spec/models/v1_entities_webhooks_deal_spec.rb +46 -0
  165. data/spec/models/v1_entities_webhooks_security_token_spec.rb +34 -0
  166. data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +52 -0
  167. data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +34 -0
  168. data/spec/models/v1_entities_webhooks_subscription_spec.rb +64 -0
  169. data/spec/spec_helper.rb +2 -2
  170. metadata +180 -12
@@ -0,0 +1,214 @@
1
+ # DealMakerAPI::CompanyApi
2
+
3
+ All URIs are relative to *http://api.dealmaker.tech*
4
+
5
+ | Method | HTTP request | Description |
6
+ | ------ | ------------ | ----------- |
7
+ | [**create_company**](CompanyApi.md#create_company) | **POST** /companies | Create new company |
8
+ | [**get_companies**](CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies |
9
+ | [**get_company**](CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company |
10
+
11
+
12
+ ## create_company
13
+
14
+ > <V1EntitiesCompany> create_company(create_company_request)
15
+
16
+ Create new company
17
+
18
+ Creates a new company.
19
+
20
+ ### Examples
21
+
22
+ ```ruby
23
+ require 'time'
24
+ require 'DealMakerAPI'
25
+ # setup authorization
26
+ DealMakerAPI.configure do |config|end
27
+
28
+ api_instance = DealMakerAPI::CompanyApi.new
29
+ create_company_request = DealMakerAPI::CreateCompanyRequest.new({name: 'name_example', country: 'country_example', street: 'street_example', city: 'city_example', state: 'state_example', postal_code: 'postal_code_example'}) # CreateCompanyRequest |
30
+
31
+ begin
32
+ # Create new company
33
+ result = api_instance.create_company(create_company_request)
34
+ p result
35
+ rescue DealMakerAPI::ApiError => e
36
+ puts "Error when calling CompanyApi->create_company: #{e}"
37
+ end
38
+ ```
39
+
40
+ #### Using the create_company_with_http_info variant
41
+
42
+ This returns an Array which contains the response data, status code and headers.
43
+
44
+ > <Array(<V1EntitiesCompany>, Integer, Hash)> create_company_with_http_info(create_company_request)
45
+
46
+ ```ruby
47
+ begin
48
+ # Create new company
49
+ data, status_code, headers = api_instance.create_company_with_http_info(create_company_request)
50
+ p status_code # => 2xx
51
+ p headers # => { ... }
52
+ p data # => <V1EntitiesCompany>
53
+ rescue DealMakerAPI::ApiError => e
54
+ puts "Error when calling CompanyApi->create_company_with_http_info: #{e}"
55
+ end
56
+ ```
57
+
58
+ ### Parameters
59
+
60
+ | Name | Type | Description | Notes |
61
+ | ---- | ---- | ----------- | ----- |
62
+ | **create_company_request** | [**CreateCompanyRequest**](CreateCompanyRequest.md) | | |
63
+
64
+ ### Return type
65
+
66
+ [**V1EntitiesCompany**](V1EntitiesCompany.md)
67
+
68
+ ### Authorization
69
+
70
+ No authorization required
71
+
72
+ ### HTTP request headers
73
+
74
+ - **Content-Type**: application/json
75
+ - **Accept**: application/json
76
+
77
+
78
+ ## get_companies
79
+
80
+ > <V1EntitiesCompany> get_companies(opts)
81
+
82
+ Get list of Companies
83
+
84
+ Get companies
85
+
86
+ ### Examples
87
+
88
+ ```ruby
89
+ require 'time'
90
+ require 'DealMakerAPI'
91
+ # setup authorization
92
+ DealMakerAPI.configure do |config|end
93
+
94
+ api_instance = DealMakerAPI::CompanyApi.new
95
+ opts = {
96
+ page: 56, # Integer | Page offset to fetch.
97
+ per_page: 56, # Integer | Number of results to return per page.
98
+ offset: 56 # Integer | Pad a number of results.
99
+ }
100
+
101
+ begin
102
+ # Get list of Companies
103
+ result = api_instance.get_companies(opts)
104
+ p result
105
+ rescue DealMakerAPI::ApiError => e
106
+ puts "Error when calling CompanyApi->get_companies: #{e}"
107
+ end
108
+ ```
109
+
110
+ #### Using the get_companies_with_http_info variant
111
+
112
+ This returns an Array which contains the response data, status code and headers.
113
+
114
+ > <Array(<V1EntitiesCompany>, Integer, Hash)> get_companies_with_http_info(opts)
115
+
116
+ ```ruby
117
+ begin
118
+ # Get list of Companies
119
+ data, status_code, headers = api_instance.get_companies_with_http_info(opts)
120
+ p status_code # => 2xx
121
+ p headers # => { ... }
122
+ p data # => <V1EntitiesCompany>
123
+ rescue DealMakerAPI::ApiError => e
124
+ puts "Error when calling CompanyApi->get_companies_with_http_info: #{e}"
125
+ end
126
+ ```
127
+
128
+ ### Parameters
129
+
130
+ | Name | Type | Description | Notes |
131
+ | ---- | ---- | ----------- | ----- |
132
+ | **page** | **Integer** | Page offset to fetch. | [optional][default to 1] |
133
+ | **per_page** | **Integer** | Number of results to return per page. | [optional][default to 25] |
134
+ | **offset** | **Integer** | Pad a number of results. | [optional][default to 0] |
135
+
136
+ ### Return type
137
+
138
+ [**V1EntitiesCompany**](V1EntitiesCompany.md)
139
+
140
+ ### Authorization
141
+
142
+ No authorization required
143
+
144
+ ### HTTP request headers
145
+
146
+ - **Content-Type**: Not defined
147
+ - **Accept**: application/json
148
+
149
+
150
+ ## get_company
151
+
152
+ > <V1EntitiesCompany> get_company(id)
153
+
154
+ Get a Company
155
+
156
+ Get a Company.
157
+
158
+ ### Examples
159
+
160
+ ```ruby
161
+ require 'time'
162
+ require 'DealMakerAPI'
163
+ # setup authorization
164
+ DealMakerAPI.configure do |config|end
165
+
166
+ api_instance = DealMakerAPI::CompanyApi.new
167
+ id = 56 # Integer |
168
+
169
+ begin
170
+ # Get a Company
171
+ result = api_instance.get_company(id)
172
+ p result
173
+ rescue DealMakerAPI::ApiError => e
174
+ puts "Error when calling CompanyApi->get_company: #{e}"
175
+ end
176
+ ```
177
+
178
+ #### Using the get_company_with_http_info variant
179
+
180
+ This returns an Array which contains the response data, status code and headers.
181
+
182
+ > <Array(<V1EntitiesCompany>, Integer, Hash)> get_company_with_http_info(id)
183
+
184
+ ```ruby
185
+ begin
186
+ # Get a Company
187
+ data, status_code, headers = api_instance.get_company_with_http_info(id)
188
+ p status_code # => 2xx
189
+ p headers # => { ... }
190
+ p data # => <V1EntitiesCompany>
191
+ rescue DealMakerAPI::ApiError => e
192
+ puts "Error when calling CompanyApi->get_company_with_http_info: #{e}"
193
+ end
194
+ ```
195
+
196
+ ### Parameters
197
+
198
+ | Name | Type | Description | Notes |
199
+ | ---- | ---- | ----------- | ----- |
200
+ | **id** | **Integer** | | |
201
+
202
+ ### Return type
203
+
204
+ [**V1EntitiesCompany**](V1EntitiesCompany.md)
205
+
206
+ ### Authorization
207
+
208
+ No authorization required
209
+
210
+ ### HTTP request headers
211
+
212
+ - **Content-Type**: Not defined
213
+ - **Accept**: application/json
214
+
@@ -0,0 +1,32 @@
1
+ # DealMakerAPI::CreateCompanyRequest
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **name** | **String** | The company name | |
8
+ | **country** | **String** | The country of the company | |
9
+ | **street** | **String** | The street of the company | |
10
+ | **line_2** | **String** | The second line of the address of the company | [optional] |
11
+ | **city** | **String** | The city of the company | |
12
+ | **state** | **String** | The state of the company | |
13
+ | **postal_code** | **String** | The postal code/zip code of the company | |
14
+ | **primary_color** | **String** | The primary color of the company | [optional] |
15
+
16
+ ## Example
17
+
18
+ ```ruby
19
+ require 'DealMakerAPI'
20
+
21
+ instance = DealMakerAPI::CreateCompanyRequest.new(
22
+ name: null,
23
+ country: null,
24
+ street: null,
25
+ line_2: null,
26
+ city: null,
27
+ state: null,
28
+ postal_code: null,
29
+ primary_color: null
30
+ )
31
+ ```
32
+
@@ -0,0 +1,82 @@
1
+ # DealMakerAPI::CreateCorporationProfileRequest
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **email** | **String** | User email which is associated with investor profile (required). | |
8
+ | **us_accredited_category** | **String** | The accredited investor information. | [optional] |
9
+ | **name** | **String** | The name of the corporation (required). | [optional] |
10
+ | **country** | **String** | The country of the corporation (required). | [optional] |
11
+ | **street_address** | **String** | The street address of the corporation (required). | [optional] |
12
+ | **unit2** | **String** | The street address line 2 of the corporation. | [optional] |
13
+ | **city** | **String** | The city of the corporation (required). | [optional] |
14
+ | **region** | **String** | The region or state of the corporation (required). | [optional] |
15
+ | **postal_code** | **String** | The postal code or zipcode of the corporation (required). | [optional] |
16
+ | **business_number** | **String** | The taxpayer identification number of the corporation (required). | [optional] |
17
+ | **phone_number** | **String** | The phone number o of the corporation (required). | [optional] |
18
+ | **signing_officer_first_name** | **String** | The first name of the signing officer (required). | [optional] |
19
+ | **signing_officer_last_name** | **String** | The last name of the signing officer (required). | [optional] |
20
+ | **signing_officer_suffix** | **String** | The suffix of the signing officer. | [optional] |
21
+ | **signing_officer_country** | **String** | The country of the signing officer (required). | [optional] |
22
+ | **signing_officer_street_address** | **String** | The street address of the signing officer (required). | [optional] |
23
+ | **signing_officer_unit2** | **String** | The street address line 2 of the signing officer. | [optional] |
24
+ | **signing_officer_city** | **String** | The city of the signing officer (required). | [optional] |
25
+ | **signing_officer_region** | **String** | The region or state of the signing officer (required). | [optional] |
26
+ | **signing_officer_postal_code** | **String** | The postal code or zipcode of the signing officer (required). | [optional] |
27
+ | **signing_officer_date_of_birth** | **String** | The date of birth of the signing officer (required). | [optional] |
28
+ | **signing_officer_taxpayer_id** | **String** | The taxpayer identification number of the signing officer (required). | [optional] |
29
+ | **beneficial_owners_first_name** | **Array&lt;String&gt;** | The list of first names for the beneficial owners (required for beneficial owner 1). | [optional] |
30
+ | **beneficial_owners_last_name** | **Array&lt;String&gt;** | The list of last names for the beneficial owners (required for beneficial owner 1). | [optional] |
31
+ | **beneficial_owners_suffix** | **Array&lt;String&gt;** | The list of suffixes for the beneficial owners. | [optional] |
32
+ | **beneficial_owners_country** | **Array&lt;String&gt;** | The list of countries for the beneficial owners (required for beneficial owner 1). | [optional] |
33
+ | **beneficial_owners_street_address** | **Array&lt;String&gt;** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
34
+ | **beneficial_owners_unit_2** | **Array&lt;String&gt;** | The list of street address line 2 for the beneficial owners. | [optional] |
35
+ | **beneficial_owners_city** | **Array&lt;String&gt;** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
36
+ | **beneficial_owners_region** | **Array&lt;String&gt;** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
37
+ | **beneficial_owners_postal_code** | **Array&lt;String&gt;** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
38
+ | **beneficial_owners_date_of_birth** | **Array&lt;String&gt;** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
39
+ | **beneficial_owners_taxpayer_id** | **Array&lt;String&gt;** | The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
40
+
41
+ ## Example
42
+
43
+ ```ruby
44
+ require 'DealMakerAPI'
45
+
46
+ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
47
+ email: null,
48
+ us_accredited_category: null,
49
+ name: null,
50
+ country: null,
51
+ street_address: null,
52
+ unit2: null,
53
+ city: null,
54
+ region: null,
55
+ postal_code: null,
56
+ business_number: null,
57
+ phone_number: null,
58
+ signing_officer_first_name: null,
59
+ signing_officer_last_name: null,
60
+ signing_officer_suffix: null,
61
+ signing_officer_country: null,
62
+ signing_officer_street_address: null,
63
+ signing_officer_unit2: null,
64
+ signing_officer_city: null,
65
+ signing_officer_region: null,
66
+ signing_officer_postal_code: null,
67
+ signing_officer_date_of_birth: null,
68
+ signing_officer_taxpayer_id: null,
69
+ beneficial_owners_first_name: null,
70
+ beneficial_owners_last_name: null,
71
+ beneficial_owners_suffix: null,
72
+ beneficial_owners_country: null,
73
+ beneficial_owners_street_address: null,
74
+ beneficial_owners_unit_2: null,
75
+ beneficial_owners_city: null,
76
+ beneficial_owners_region: null,
77
+ beneficial_owners_postal_code: null,
78
+ beneficial_owners_date_of_birth: null,
79
+ beneficial_owners_taxpayer_id: null
80
+ )
81
+ ```
82
+
@@ -0,0 +1,30 @@
1
+ # DealMakerAPI::CreateDealSetupRequest
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **invoicing_email** | **String** | The invoice email address. | |
8
+ | **issuer_industry** | **String** | The industry. | [optional][default to &#39;other&#39;] |
9
+ | **prohibited_industry** | **String** | Determine if the deal is a high risk or not. | [optional][default to &#39;prohibited&#39;] |
10
+ | **offering_type** | **String** | The deal kind | [default to &#39;other&#39;] |
11
+ | **title** | **String** | The name of deal to setup. | |
12
+ | **company_id** | **Integer** | the company id. | |
13
+ | **representative** | **String** | The email of the representative. | [optional] |
14
+
15
+ ## Example
16
+
17
+ ```ruby
18
+ require 'DealMakerAPI'
19
+
20
+ instance = DealMakerAPI::CreateDealSetupRequest.new(
21
+ invoicing_email: null,
22
+ issuer_industry: null,
23
+ prohibited_industry: null,
24
+ offering_type: null,
25
+ title: null,
26
+ company_id: null,
27
+ representative: null
28
+ )
29
+ ```
30
+
@@ -0,0 +1,44 @@
1
+ # DealMakerAPI::CreateIndividualProfileRequest
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **email** | **String** | User email which is associated with individual investor profile. | |
8
+ | **us_accredited_category** | **String** | The accredited investor information. | [optional] |
9
+ | **first_name** | **String** | The first name of the individual investor profile (required). | [optional] |
10
+ | **last_name** | **String** | The last name of the individual investor profile (required) | [optional] |
11
+ | **suffix** | **String** | The suffix of the individual investor profile | [optional] |
12
+ | **date_of_birth** | **String** | The date of birth of the investor profile (required) | [optional] |
13
+ | **taxpayer_id** | **String** | The taxpayer identification number of the investor profile (required) | [optional] |
14
+ | **phone_number** | **String** | The phone number of the investor profile (required) | [optional] |
15
+ | **country** | **String** | The country of the individual investor profile (required) | [optional] |
16
+ | **street_address** | **String** | The street address of the individual investor profile (required) | [optional] |
17
+ | **unit2** | **String** | The street address line 2 of the individual investor profile | [optional] |
18
+ | **city** | **String** | The city of the individual investor profile (required) | [optional] |
19
+ | **region** | **String** | The region or state of the individual investor profile (required) | [optional] |
20
+ | **postal_code** | **String** | The postal code or zipcode of the individual investor profile (required) | [optional] |
21
+
22
+ ## Example
23
+
24
+ ```ruby
25
+ require 'DealMakerAPI'
26
+
27
+ instance = DealMakerAPI::CreateIndividualProfileRequest.new(
28
+ email: null,
29
+ us_accredited_category: null,
30
+ first_name: null,
31
+ last_name: null,
32
+ suffix: null,
33
+ date_of_birth: null,
34
+ taxpayer_id: null,
35
+ phone_number: null,
36
+ country: null,
37
+ street_address: null,
38
+ unit2: null,
39
+ city: null,
40
+ region: null,
41
+ postal_code: null
42
+ )
43
+ ```
44
+
@@ -0,0 +1,40 @@
1
+ # DealMakerAPI::CreateInvestorRequest
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **email** | **String** | The investor email address. | |
8
+ | **investor_profile_id** | **Integer** | The Investor Profile id. | [optional] |
9
+ | **tags** | **Array&lt;String&gt;** | | [optional] |
10
+ | **first_name** | **String** | The first name of the investor. | [optional] |
11
+ | **last_name** | **String** | The last name of the investor. | [optional] |
12
+ | **phone_number** | **String** | The phone number of the investor. | [optional] |
13
+ | **message** | **String** | The reminder email text of the investor. | [optional] |
14
+ | **warrant_expiry_date** | **Date** | The warrant expiry date of the investor. | [optional] |
15
+ | **warrant_certificate_number** | **Integer** | The certificate number of the investor. | [optional] |
16
+ | **allocated_amount** | **Float** | The allocation amount of the investor. | [optional] |
17
+ | **allocation_unit** | **String** | The allocation unit of the investor. | [optional][default to &#39;securities&#39;] |
18
+ | **state** | **String** | The initial state of the investor. | [optional][default to &#39;invited&#39;] |
19
+
20
+ ## Example
21
+
22
+ ```ruby
23
+ require 'DealMakerAPI'
24
+
25
+ instance = DealMakerAPI::CreateInvestorRequest.new(
26
+ email: null,
27
+ investor_profile_id: null,
28
+ tags: null,
29
+ first_name: null,
30
+ last_name: null,
31
+ phone_number: null,
32
+ message: null,
33
+ warrant_expiry_date: null,
34
+ warrant_certificate_number: null,
35
+ allocated_amount: null,
36
+ allocation_unit: null,
37
+ state: null
38
+ )
39
+ ```
40
+
@@ -0,0 +1,68 @@
1
+ # DealMakerAPI::CreateJointProfileRequest
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **email** | **String** | User email which is associated with investor profile. | |
8
+ | **us_accredited_category** | **String** | The accredited investor information. | [optional] |
9
+ | **joint_type** | **String** | The types of joint investor. | [optional] |
10
+ | **first_name** | **String** | The first name of the primary holder (required). | [optional] |
11
+ | **last_name** | **String** | The last name of the primary holder (required). | [optional] |
12
+ | **suffix** | **String** | The suffix of the primary holder. | [optional] |
13
+ | **country** | **String** | The country the primary holder (required). | [optional] |
14
+ | **street_address** | **String** | The street address of the primary holder (required). | [optional] |
15
+ | **unit2** | **String** | The street address line 2 of the primary holder. | [optional] |
16
+ | **city** | **String** | The city of the primary holder (required). | [optional] |
17
+ | **region** | **String** | The region or State of the primary holder (required). | [optional] |
18
+ | **postal_code** | **String** | The postal code or zipcode of the primary holder (required). | [optional] |
19
+ | **date_of_birth** | **String** | The date of birth of the primary holder (required). | [optional] |
20
+ | **taxpayer_id** | **String** | The taxpayer identification number of the primary holder (required). | [optional] |
21
+ | **phone_number** | **String** | The phone number of the primary holder (required). | [optional] |
22
+ | **joint_holder_first_name** | **String** | The first name of the joint holder (required). | [optional] |
23
+ | **joint_holder_last_name** | **String** | The last name of the joint holder (required). | [optional] |
24
+ | **joint_holder_suffix** | **String** | The suffix of the joint holder. | [optional] |
25
+ | **joint_holder_country** | **String** | The country of the joint holder (required). | [optional] |
26
+ | **joint_holder_street_address** | **String** | The street address of the joint holder (required). | [optional] |
27
+ | **joint_holder_unit2** | **String** | The street address line 2 of the joint holder. | [optional] |
28
+ | **joint_holder_city** | **String** | The city of the joint holder (required). | [optional] |
29
+ | **joint_holder_region** | **String** | The region or state of the joint holder (required). | [optional] |
30
+ | **joint_holder_postal_code** | **String** | The postal code or zipcode of the joint holder (required). | [optional] |
31
+ | **joint_holder_date_of_birth** | **String** | The date of birth of the joint holder (required). | [optional] |
32
+ | **joint_holder_taxpayer_id** | **String** | The taxpayer identification number of the joint holder (required). | [optional] |
33
+
34
+ ## Example
35
+
36
+ ```ruby
37
+ require 'DealMakerAPI'
38
+
39
+ instance = DealMakerAPI::CreateJointProfileRequest.new(
40
+ email: null,
41
+ us_accredited_category: null,
42
+ joint_type: null,
43
+ first_name: null,
44
+ last_name: null,
45
+ suffix: null,
46
+ country: null,
47
+ street_address: null,
48
+ unit2: null,
49
+ city: null,
50
+ region: null,
51
+ postal_code: null,
52
+ date_of_birth: null,
53
+ taxpayer_id: null,
54
+ phone_number: null,
55
+ joint_holder_first_name: null,
56
+ joint_holder_last_name: null,
57
+ joint_holder_suffix: null,
58
+ joint_holder_country: null,
59
+ joint_holder_street_address: null,
60
+ joint_holder_unit2: null,
61
+ joint_holder_city: null,
62
+ joint_holder_region: null,
63
+ joint_holder_postal_code: null,
64
+ joint_holder_date_of_birth: null,
65
+ joint_holder_taxpayer_id: null
66
+ )
67
+ ```
68
+
@@ -0,0 +1,60 @@
1
+ # DealMakerAPI::CreateTrustProfileRequest
2
+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
6
+ | ---- | ---- | ----------- | ----- |
7
+ | **email** | **String** | User email which is associated with investor profile (required). | |
8
+ | **us_accredited_category** | **String** | The accredited investor information. | [optional] |
9
+ | **name** | **String** | The name of the trust (required). | [optional] |
10
+ | **date** | **String** | The creation date of the trust (required). | [optional] |
11
+ | **country** | **String** | The country of the trust (required). | [optional] |
12
+ | **street_address** | **String** | Trust street address of the trust (required). | [optional] |
13
+ | **unit2** | **String** | The street address line 2 of the trust. | [optional] |
14
+ | **city** | **String** | The city of the trust (required). | [optional] |
15
+ | **region** | **String** | The region or state of the trust (required). | [optional] |
16
+ | **postal_code** | **String** | The postal code or zipcode of the trust (required). | [optional] |
17
+ | **phone_number** | **String** | The phone number of the trust (required). | [optional] |
18
+ | **trustees_first_name** | **Array&lt;String&gt;** | The list of first names for the trustees (required for trustee 1). | [optional] |
19
+ | **trustees_last_name** | **Array&lt;String&gt;** | The list of last names for the trustees (required for trustee 1). | [optional] |
20
+ | **trustees_suffix** | **Array&lt;String&gt;** | The list of suffixes for the trustees. | [optional] |
21
+ | **trustees_country** | **Array&lt;String&gt;** | The list of countries for the trustees (required for trustee 1). | [optional] |
22
+ | **trustees_street_address** | **Array&lt;String&gt;** | The list of street addresses for the trustees (required for trustee 1). | [optional] |
23
+ | **trustees_unit_2** | **Array&lt;String&gt;** | The list of street address line 2 for the trustees. | [optional] |
24
+ | **trustees_city** | **Array&lt;String&gt;** | The list of cities for the trustees (required for trustee 1). | [optional] |
25
+ | **trustees_region** | **Array&lt;String&gt;** | The list of regions or states for the trustees (required for trustee 1). | [optional] |
26
+ | **trustees_postal_code** | **Array&lt;String&gt;** | The list of postal codes or zipcodes for the trustees (required) for trustee 1. | [optional] |
27
+ | **trustees_date_of_birth** | **Array&lt;String&gt;** | The list of dates of birth for the trustees (required for trustee 1). | [optional] |
28
+ | **trustees_taxpayer_id** | **Array&lt;String&gt;** | The list of taxpayer identification numbers for the trustees (required for trustee 1). | [optional] |
29
+
30
+ ## Example
31
+
32
+ ```ruby
33
+ require 'DealMakerAPI'
34
+
35
+ instance = DealMakerAPI::CreateTrustProfileRequest.new(
36
+ email: null,
37
+ us_accredited_category: null,
38
+ name: null,
39
+ date: null,
40
+ country: null,
41
+ street_address: null,
42
+ unit2: null,
43
+ city: null,
44
+ region: null,
45
+ postal_code: null,
46
+ phone_number: null,
47
+ trustees_first_name: null,
48
+ trustees_last_name: null,
49
+ trustees_suffix: null,
50
+ trustees_country: null,
51
+ trustees_street_address: null,
52
+ trustees_unit_2: null,
53
+ trustees_city: null,
54
+ trustees_region: null,
55
+ trustees_postal_code: null,
56
+ trustees_date_of_birth: null,
57
+ trustees_taxpayer_id: null
58
+ )
59
+ ```
60
+