DealMakerAPI 0.0.2 → 0.68.6
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- checksums.yaml +4 -4
- data/DealMakerAPI.gemspec +4 -4
- data/README.md +221 -127
- data/docs/CompanyApi.md +214 -0
- data/docs/CreateCompanyRequest.md +32 -0
- data/docs/CreateCorporationProfileRequest.md +82 -0
- data/docs/CreateDealSetupRequest.md +30 -0
- data/docs/CreateIndividualProfileRequest.md +44 -0
- data/docs/CreateInvestorRequest.md +40 -0
- data/docs/CreateJointProfileRequest.md +68 -0
- data/docs/CreateTrustProfileRequest.md +60 -0
- data/docs/DealApi.md +21 -165
- data/docs/DealSetupApi.md +74 -0
- data/docs/DefaultApi.md +413 -0
- data/docs/InvestorApi.md +368 -0
- data/docs/InvestorProfileApi.md +573 -15
- data/docs/PatchCorporationProfileRequest.md +58 -0
- data/docs/PatchIndividualProfileRequest.md +42 -0
- data/docs/PatchInvestorRequest.md +18 -0
- data/docs/PatchJointProfileRequest.md +66 -0
- data/docs/PatchTrustProfileRequest.md +58 -0
- data/docs/PostWebhooksRequest.md +26 -0
- data/docs/PutWebhooksIdRequest.md +30 -0
- data/docs/UpdateInvestorRequest.md +24 -0
- data/docs/V1EntitiesAddress.md +28 -0
- data/docs/V1EntitiesAddresses.md +18 -0
- data/docs/V1EntitiesCompany.md +34 -0
- data/docs/V1EntitiesCompanyDeal.md +20 -0
- data/docs/V1EntitiesCompanyDeals.md +18 -0
- data/docs/V1EntitiesDealSetup.md +34 -0
- data/docs/V1EntitiesDealSetupUser.md +20 -0
- data/docs/V1EntitiesDeals.md +18 -0
- data/docs/V1EntitiesInvestor.md +10 -4
- data/docs/V1EntitiesInvestorProfileAddress.md +28 -0
- data/docs/V1EntitiesInvestorProfileCorporation.md +34 -0
- data/docs/V1EntitiesInvestorProfileFieldsAccountHolder.md +28 -0
- data/docs/V1EntitiesInvestorProfileFieldsCorporation.md +24 -0
- data/docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md +30 -0
- data/docs/V1EntitiesInvestorProfileFieldsTrust.md +24 -0
- data/docs/V1EntitiesInvestorProfileIndividual.md +6 -16
- data/docs/V1EntitiesInvestorProfileItem.md +18 -0
- data/docs/V1EntitiesInvestorProfileJoint.md +34 -0
- data/docs/V1EntitiesInvestorProfileTrust.md +32 -0
- data/docs/V1EntitiesInvestorProfiles.md +18 -0
- data/docs/V1EntitiesWebhooksDeal.md +22 -0
- data/docs/V1EntitiesWebhooksSecurityToken.md +18 -0
- data/docs/V1EntitiesWebhooksSubscription.md +28 -0
- data/docs/V1EntitiesWebhooksSubscriptionDeal.md +24 -0
- data/docs/V1EntitiesWebhooksSubscriptionDeals.md +18 -0
- data/lib/DealMakerAPI/api/company_api.rb +219 -0
- data/lib/DealMakerAPI/api/deal_api.rb +23 -174
- data/lib/DealMakerAPI/api/deal_setup_api.rb +90 -0
- data/lib/DealMakerAPI/api/default_api.rb +403 -0
- data/lib/DealMakerAPI/api/investor_api.rb +399 -0
- data/lib/DealMakerAPI/api/investor_profile_api.rb +570 -16
- data/lib/DealMakerAPI/api_client.rb +5 -3
- data/lib/DealMakerAPI/api_error.rb +3 -2
- data/lib/DealMakerAPI/configuration.rb +4 -3
- data/lib/DealMakerAPI/models/create_company_request.rb +320 -0
- data/lib/DealMakerAPI/models/create_corporation_profile_request.rb +601 -0
- data/lib/DealMakerAPI/models/create_deal_setup_request.rb +364 -0
- data/lib/DealMakerAPI/models/create_individual_profile_request.rb +389 -0
- data/lib/DealMakerAPI/models/create_investor_request.rb +386 -0
- data/lib/DealMakerAPI/models/create_joint_profile_request.rb +521 -0
- data/lib/DealMakerAPI/models/create_trust_profile_request.rb +491 -0
- data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +454 -0
- data/lib/DealMakerAPI/models/patch_individual_profile_request.rb +374 -0
- data/lib/DealMakerAPI/models/patch_investor_request.rb +225 -0
- data/lib/DealMakerAPI/models/patch_joint_profile_request.rb +506 -0
- data/lib/DealMakerAPI/models/patch_trust_profile_request.rb +454 -0
- data/lib/DealMakerAPI/models/post_webhooks_request.rb +277 -0
- data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +286 -0
- data/lib/DealMakerAPI/models/update_investor_request.rb +286 -0
- data/lib/DealMakerAPI/models/v1_entities_address.rb +270 -0
- data/lib/DealMakerAPI/models/v1_entities_addresses.rb +219 -0
- data/lib/DealMakerAPI/models/v1_entities_attachment.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_company.rb +299 -0
- data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +230 -0
- data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +219 -0
- data/lib/DealMakerAPI/models/v1_entities_deal.rb +5 -4
- data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +300 -0
- data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +230 -0
- data/lib/DealMakerAPI/models/v1_entities_deals.rb +220 -0
- data/lib/DealMakerAPI/models/v1_entities_investor.rb +50 -20
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +270 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +332 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +269 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +249 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +279 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +249 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +26 -76
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +219 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +333 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +323 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +220 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_investors.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +3 -2
- data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +241 -0
- data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +221 -0
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +270 -0
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +250 -0
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +219 -0
- data/lib/DealMakerAPI/version.rb +3 -3
- data/lib/DealMakerAPI.rb +44 -2
- data/spec/api/company_api_spec.rb +73 -0
- data/spec/api/deal_api_spec.rb +9 -37
- data/spec/api/deal_setup_api_spec.rb +47 -0
- data/spec/api/default_api_spec.rb +108 -0
- data/spec/api/investor_api_spec.rb +106 -0
- data/spec/api/investor_profile_api_spec.rb +109 -7
- data/spec/api_client_spec.rb +2 -2
- data/spec/configuration_spec.rb +2 -2
- data/spec/models/create_company_request_spec.rb +76 -0
- data/spec/models/create_corporation_profile_request_spec.rb +230 -0
- data/spec/models/create_deal_setup_request_spec.rb +82 -0
- data/spec/models/create_individual_profile_request_spec.rb +116 -0
- data/spec/models/create_investor_request_spec.rb +108 -0
- data/spec/models/create_joint_profile_request_spec.rb +192 -0
- data/spec/models/create_trust_profile_request_spec.rb +164 -0
- data/spec/models/patch_corporation_profile_request_spec.rb +158 -0
- data/spec/models/patch_individual_profile_request_spec.rb +110 -0
- data/spec/models/patch_investor_request_spec.rb +34 -0
- data/spec/models/patch_joint_profile_request_spec.rb +186 -0
- data/spec/models/patch_trust_profile_request_spec.rb +158 -0
- data/spec/models/post_webhooks_request_spec.rb +58 -0
- data/spec/models/put_webhooks_id_request_spec.rb +70 -0
- data/spec/models/update_investor_request_spec.rb +56 -0
- data/spec/models/v1_entities_address_spec.rb +64 -0
- data/spec/models/v1_entities_addresses_spec.rb +34 -0
- data/spec/models/v1_entities_attachment_spec.rb +2 -2
- data/spec/models/v1_entities_background_check_search_spec.rb +2 -2
- data/spec/models/v1_entities_company_deal_spec.rb +40 -0
- data/spec/models/v1_entities_company_deals_spec.rb +34 -0
- data/spec/models/v1_entities_company_spec.rb +82 -0
- data/spec/models/v1_entities_deal_enterprise_spec.rb +2 -2
- data/spec/models/v1_entities_deal_funding_metrics_spec.rb +2 -2
- data/spec/models/v1_entities_deal_investor_metrics_spec.rb +2 -2
- data/spec/models/v1_entities_deal_issuer_spec.rb +2 -2
- data/spec/models/v1_entities_deal_setup_spec.rb +82 -0
- data/spec/models/v1_entities_deal_setup_user_spec.rb +40 -0
- data/spec/models/v1_entities_deal_spec.rb +76 -2
- data/spec/models/v1_entities_deals_spec.rb +34 -0
- data/spec/models/v1_entities_investor_profile_address_spec.rb +64 -0
- data/spec/models/v1_entities_investor_profile_corporation_spec.rb +86 -0
- data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +64 -0
- data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +52 -0
- data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +70 -0
- data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +52 -0
- data/spec/models/v1_entities_investor_profile_individual_spec.rb +6 -36
- data/spec/models/v1_entities_investor_profile_item_spec.rb +34 -0
- data/spec/models/v1_entities_investor_profile_joint_spec.rb +86 -0
- data/spec/models/v1_entities_investor_profile_trust_spec.rb +80 -0
- data/spec/models/v1_entities_investor_profiles_spec.rb +34 -0
- data/spec/models/v1_entities_investor_spec.rb +29 -5
- data/spec/models/v1_entities_investor_user_spec.rb +2 -2
- data/spec/models/v1_entities_investors_spec.rb +2 -2
- data/spec/models/v1_entities_subscription_agreement_spec.rb +2 -2
- data/spec/models/v1_entities_webhooks_deal_spec.rb +46 -0
- data/spec/models/v1_entities_webhooks_security_token_spec.rb +34 -0
- data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +52 -0
- data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +34 -0
- data/spec/models/v1_entities_webhooks_subscription_spec.rb +64 -0
- data/spec/spec_helper.rb +2 -2
- metadata +180 -12
data/docs/CompanyApi.md
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# DealMakerAPI::CompanyApi
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All URIs are relative to *http://api.dealmaker.tech*
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| Method | HTTP request | Description |
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| ------ | ------------ | ----------- |
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| [**create_company**](CompanyApi.md#create_company) | **POST** /companies | Create new company |
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| [**get_companies**](CompanyApi.md#get_companies) | **GET** /companies | Get list of Companies |
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| [**get_company**](CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company |
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## create_company
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> <V1EntitiesCompany> create_company(create_company_request)
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Create new company
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Creates a new company.
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### Examples
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```ruby
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require 'time'
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require 'DealMakerAPI'
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# setup authorization
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DealMakerAPI.configure do |config|end
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api_instance = DealMakerAPI::CompanyApi.new
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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 |
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begin
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# Create new company
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result = api_instance.create_company(create_company_request)
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p result
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->create_company: #{e}"
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end
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```
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#### Using the create_company_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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> <Array(<V1EntitiesCompany>, Integer, Hash)> create_company_with_http_info(create_company_request)
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```ruby
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begin
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# Create new company
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data, status_code, headers = api_instance.create_company_with_http_info(create_company_request)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <V1EntitiesCompany>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->create_company_with_http_info: #{e}"
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end
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```
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### Parameters
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **create_company_request** | [**CreateCompanyRequest**](CreateCompanyRequest.md) | | |
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### Return type
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[**V1EntitiesCompany**](V1EntitiesCompany.md)
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### Authorization
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No authorization required
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### HTTP request headers
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- **Content-Type**: application/json
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- **Accept**: application/json
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## get_companies
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> <V1EntitiesCompany> get_companies(opts)
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Get list of Companies
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Get companies
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### Examples
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```ruby
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require 'time'
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require 'DealMakerAPI'
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# setup authorization
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DealMakerAPI.configure do |config|end
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api_instance = DealMakerAPI::CompanyApi.new
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opts = {
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page: 56, # Integer | Page offset to fetch.
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per_page: 56, # Integer | Number of results to return per page.
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offset: 56 # Integer | Pad a number of results.
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}
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begin
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# Get list of Companies
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result = api_instance.get_companies(opts)
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p result
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->get_companies: #{e}"
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end
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```
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#### Using the get_companies_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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> <Array(<V1EntitiesCompany>, Integer, Hash)> get_companies_with_http_info(opts)
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```ruby
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begin
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# Get list of Companies
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data, status_code, headers = api_instance.get_companies_with_http_info(opts)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <V1EntitiesCompany>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->get_companies_with_http_info: #{e}"
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end
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```
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### Parameters
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **page** | **Integer** | Page offset to fetch. | [optional][default to 1] |
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| **per_page** | **Integer** | Number of results to return per page. | [optional][default to 25] |
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| **offset** | **Integer** | Pad a number of results. | [optional][default to 0] |
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### Return type
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[**V1EntitiesCompany**](V1EntitiesCompany.md)
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### Authorization
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No authorization required
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### HTTP request headers
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- **Content-Type**: Not defined
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- **Accept**: application/json
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## get_company
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> <V1EntitiesCompany> get_company(id)
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Get a Company
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Get a Company.
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### Examples
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```ruby
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require 'time'
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require 'DealMakerAPI'
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# setup authorization
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DealMakerAPI.configure do |config|end
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api_instance = DealMakerAPI::CompanyApi.new
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id = 56 # Integer |
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begin
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# Get a Company
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result = api_instance.get_company(id)
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p result
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->get_company: #{e}"
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end
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```
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#### Using the get_company_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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> <Array(<V1EntitiesCompany>, Integer, Hash)> get_company_with_http_info(id)
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```ruby
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begin
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# Get a Company
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data, status_code, headers = api_instance.get_company_with_http_info(id)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <V1EntitiesCompany>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling CompanyApi->get_company_with_http_info: #{e}"
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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<String>** | The list of first names for the beneficial owners (required for beneficial owner 1). | [optional] |
|
30
|
+
| **beneficial_owners_last_name** | **Array<String>** | The list of last names for the beneficial owners (required for beneficial owner 1). | [optional] |
|
31
|
+
| **beneficial_owners_suffix** | **Array<String>** | The list of suffixes for the beneficial owners. | [optional] |
|
32
|
+
| **beneficial_owners_country** | **Array<String>** | The list of countries for the beneficial owners (required for beneficial owner 1). | [optional] |
|
33
|
+
| **beneficial_owners_street_address** | **Array<String>** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
|
34
|
+
| **beneficial_owners_unit_2** | **Array<String>** | The list of street address line 2 for the beneficial owners. | [optional] |
|
35
|
+
| **beneficial_owners_city** | **Array<String>** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
|
36
|
+
| **beneficial_owners_region** | **Array<String>** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
|
37
|
+
| **beneficial_owners_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
|
38
|
+
| **beneficial_owners_date_of_birth** | **Array<String>** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
|
39
|
+
| **beneficial_owners_taxpayer_id** | **Array<String>** | 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 'other'] |
|
9
|
+
| **prohibited_industry** | **String** | Determine if the deal is a high risk or not. | [optional][default to 'prohibited'] |
|
10
|
+
| **offering_type** | **String** | The deal kind | [default to 'other'] |
|
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<String>** | | [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 'securities'] |
|
18
|
+
| **state** | **String** | The initial state of the investor. | [optional][default to 'invited'] |
|
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<String>** | The list of first names for the trustees (required for trustee 1). | [optional] |
|
19
|
+
| **trustees_last_name** | **Array<String>** | The list of last names for the trustees (required for trustee 1). | [optional] |
|
20
|
+
| **trustees_suffix** | **Array<String>** | The list of suffixes for the trustees. | [optional] |
|
21
|
+
| **trustees_country** | **Array<String>** | The list of countries for the trustees (required for trustee 1). | [optional] |
|
22
|
+
| **trustees_street_address** | **Array<String>** | The list of street addresses for the trustees (required for trustee 1). | [optional] |
|
23
|
+
| **trustees_unit_2** | **Array<String>** | The list of street address line 2 for the trustees. | [optional] |
|
24
|
+
| **trustees_city** | **Array<String>** | The list of cities for the trustees (required for trustee 1). | [optional] |
|
25
|
+
| **trustees_region** | **Array<String>** | The list of regions or states for the trustees (required for trustee 1). | [optional] |
|
26
|
+
| **trustees_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the trustees (required) for trustee 1. | [optional] |
|
27
|
+
| **trustees_date_of_birth** | **Array<String>** | The list of dates of birth for the trustees (required for trustee 1). | [optional] |
|
28
|
+
| **trustees_taxpayer_id** | **Array<String>** | 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
|
+
|