DealMakerAPI 0.0.3 → 0.68.6

data/docs/PatchIndividualProfileRequest.md

@@ -0,0 +1,42 @@
+# DealMakerAPI::PatchIndividualProfileRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **us_accredited_category** | **String** | The accredited investor information. | [optional] |
+| **first_name** | **String** | The first name of the individual investor profile. | [optional] |
+| **last_name** | **String** | The last name of the individual investor profile. | [optional] |
+| **suffix** | **String** | The suffix of the individual investor profile. | [optional] |
+| **date_of_birth** | **String** | The date of birth of the investor profile. | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number of the investor profile. | [optional] |
+| **phone_number** | **String** | The phone number of the investor profile. | [optional] |
+| **country** | **String** | The country of the individual investor profile. | [optional] |
+| **street_address** | **String** | The street address of the individual investor profile. | [optional] |
+| **unit2** | **String** | The street address line 2 of the individual investor profile. | [optional] |
+| **city** | **String** | The city of the individual investor profile. | [optional] |
+| **region** | **String** | The region or state of the individual investor profile. | [optional] |
+| **postal_code** | **String** | The postal code or zipcode of the individual investor profile. | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PatchIndividualProfileRequest.new(
+  us_accredited_category: null,
+  first_name: null,
+  last_name: null,
+  suffix: null,
+  date_of_birth: null,
+  taxpayer_id: null,
+  phone_number: null,
+  country: null,
+  street_address: null,
+  unit2: null,
+  city: null,
+  region: null,
+  postal_code: null
+)
+```
+

data/docs/PatchInvestorRequest.md

@@ -0,0 +1,18 @@
+# DealMakerAPI::PatchInvestorRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **investor_profile_id** | **Integer** | Investor profile id that needs to be set on investor |  |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PatchInvestorRequest.new(
+  investor_profile_id: null
+)
+```
+

data/docs/PatchJointProfileRequest.md

@@ -0,0 +1,66 @@
+# DealMakerAPI::PatchJointProfileRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **us_accredited_category** | **String** | The accredited investor information. | [optional] |
+| **joint_type** | **String** | The kind of joint investor. | [optional] |
+| **first_name** | **String** | The first name of the investor profile. | [optional] |
+| **last_name** | **String** | The last name of the investor profile. | [optional] |
+| **suffix** | **String** | The suffix of the investor profile. | [optional] |
+| **country** | **String** | The country the investor profile. | [optional] |
+| **street_address** | **String** | The street address of the investor profile. | [optional] |
+| **unit2** | **String** | The street address line 2 of the investor profile. | [optional] |
+| **city** | **String** | The city of the investor profile. | [optional] |
+| **region** | **String** | The region or State of the investor profile. | [optional] |
+| **postal_code** | **String** | The postal code or zipcode of the investor profile. | [optional] |
+| **date_of_birth** | **String** | The date of birth of the investor profile. | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number of the investor profile. | [optional] |
+| **phone_number** | **String** | The phone number of the investor profile. | [optional] |
+| **joint_holder_first_name** | **String** | The joint holder first name of the investor profile. | [optional] |
+| **joint_holder_last_name** | **String** | The joint holder last name of the investor profile. | [optional] |
+| **joint_holder_suffix** | **String** | The suffix of the individual investor profile. | [optional] |
+| **joint_holder_country** | **String** | The joint holder country of the investor profile. | [optional] |
+| **joint_holder_street_address** | **String** | The joint holder street address of the investor profile. | [optional] |
+| **joint_holder_unit2** | **String** | The Joint holder street address line 2 of the investor profile. | [optional] |
+| **joint_holder_city** | **String** | The Joint holder city of the investor profile. | [optional] |
+| **joint_holder_region** | **String** | The joint holder region or state of the investor profile. | [optional] |
+| **joint_holder_postal_code** | **String** | The joint holder postal code or zipcode of the investor profile. | [optional] |
+| **joint_holder_date_of_birth** | **String** | The joint holder date of birth of the investor profile. | [optional] |
+| **joint_holder_taxpayer_id** | **String** | The joint holder taxpayer identification number of the investor profile. | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PatchJointProfileRequest.new(
+  us_accredited_category: null,
+  joint_type: null,
+  first_name: null,
+  last_name: null,
+  suffix: null,
+  country: null,
+  street_address: null,
+  unit2: null,
+  city: null,
+  region: null,
+  postal_code: null,
+  date_of_birth: null,
+  taxpayer_id: null,
+  phone_number: null,
+  joint_holder_first_name: null,
+  joint_holder_last_name: null,
+  joint_holder_suffix: null,
+  joint_holder_country: null,
+  joint_holder_street_address: null,
+  joint_holder_unit2: null,
+  joint_holder_city: null,
+  joint_holder_region: null,
+  joint_holder_postal_code: null,
+  joint_holder_date_of_birth: null,
+  joint_holder_taxpayer_id: null
+)
+```
+

data/docs/PatchTrustProfileRequest.md

@@ -0,0 +1,58 @@
+# DealMakerAPI::PatchTrustProfileRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **us_accredited_category** | **String** | The accredited investor information. | [optional] |
+| **name** | **String** | The name of the trust. | [optional] |
+| **date** | **String** | The creation date of the trust. | [optional] |
+| **phone_number** | **String** | The phone number of the trust. | [optional] |
+| **country** | **String** | Trust country. | [optional] |
+| **street_address** | **String** | Trust street address. | [optional] |
+| **unit2** | **String** | Trust street address line 2. | [optional] |
+| **city** | **String** | Trust city. | [optional] |
+| **region** | **String** | Trust region or state. | [optional] |
+| **postal_code** | **String** | Trust postal code or zipcode. | [optional] |
+| **trustee_first_name** | **String** | Trustee first name. | [optional] |
+| **trustee_last_name** | **String** | Trustee last name. | [optional] |
+| **trustee_suffix** | **String** | Trustee suffix. | [optional] |
+| **trustee_country** | **String** | Trustee country. | [optional] |
+| **trustee_street_address** | **String** | Trustee street address. | [optional] |
+| **trustee_unit2** | **String** | Trustee street address line 2. | [optional] |
+| **trustee_city** | **String** | Trustee city. | [optional] |
+| **trustee_region** | **String** | Trustee region or state. | [optional] |
+| **trustee_postal_code** | **String** | Trustee postal code or zipcode. | [optional] |
+| **trustee_date_of_birth** | **String** | Trustee date of birth. | [optional] |
+| **trustee_taxpayer_id** | **String** | The taxpayer identification number of the investor profile. | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PatchTrustProfileRequest.new(
+  us_accredited_category: null,
+  name: null,
+  date: null,
+  phone_number: null,
+  country: null,
+  street_address: null,
+  unit2: null,
+  city: null,
+  region: null,
+  postal_code: null,
+  trustee_first_name: null,
+  trustee_last_name: null,
+  trustee_suffix: null,
+  trustee_country: null,
+  trustee_street_address: null,
+  trustee_unit2: null,
+  trustee_city: null,
+  trustee_region: null,
+  trustee_postal_code: null,
+  trustee_date_of_birth: null,
+  trustee_taxpayer_id: null
+)
+```
+

data/docs/PostWebhooksRequest.md

@@ -0,0 +1,26 @@
+# DealMakerAPI::PostWebhooksRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **name** | **String** | Endpoint name |  |
+| **enabled** | **Boolean** | Endpoint status |  |
+| **url** | **String** | Payload URL | [optional] |
+| **security_token** | **String** | Secret key | [optional] |
+| **webhook_subscription_deals_deal_id** | **Array<Integer>** | The id of the deal to link |  |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PostWebhooksRequest.new(
+  name: null,
+  enabled: null,
+  url: null,
+  security_token: null,
+  webhook_subscription_deals_deal_id: null
+)
+```
+

data/docs/PutWebhooksIdRequest.md

@@ -0,0 +1,30 @@
+# DealMakerAPI::PutWebhooksIdRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **name** | **String** | Endpoint name | [optional] |
+| **enabled** | **Boolean** | Endpoint status | [optional] |
+| **url** | **String** | Payload URL | [optional] |
+| **security_token** | **String** | Secret key | [optional] |
+| **webhook_subscription_deals_id** | **Array<Integer>** | The id of the webhook subscription deal | [optional] |
+| **webhook_subscription_deals_deal_id** | **Array<Integer>** | The id of the deal to link | [optional] |
+| **webhook_subscription_deals__destroy** | **Array<Boolean>** |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PutWebhooksIdRequest.new(
+  name: null,
+  enabled: null,
+  url: null,
+  security_token: null,
+  webhook_subscription_deals_id: null,
+  webhook_subscription_deals_deal_id: null,
+  webhook_subscription_deals__destroy: null
+)
+```
+

data/docs/UpdateInvestorRequest.md

@@ -0,0 +1,24 @@
+# DealMakerAPI::UpdateInvestorRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **warrant_expiry_date** | **Date** | The warrant expiry date of the investor. | [optional] |
+| **warrant_certificate_number** | **Integer** | The certificate number of the investor. | [optional] |
+| **allocated_amount** | **Float** | The allocation amount of the investor. | [optional] |
+| **allocation_unit** | **String** | The allocation unit of the investor. | [optional][default to 'securities'] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::UpdateInvestorRequest.new(
+  warrant_expiry_date: null,
+  warrant_certificate_number: null,
+  allocated_amount: null,
+  allocation_unit: null
+)
+```
+

data/docs/V1EntitiesAddress.md

@@ -0,0 +1,28 @@
+# DealMakerAPI::V1EntitiesAddress
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **street** | **String** | The street. | [optional] |
+| **line_2** | **String** | The second line. | [optional] |
+| **city** | **String** | The city. | [optional] |
+| **state** | **String** | The state/province. | [optional] |
+| **postal_code** | **String** | The postal code/zip code. | [optional] |
+| **country** | **String** | The country. | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesAddress.new(
+  street: null,
+  line_2: null,
+  city: null,
+  state: null,
+  postal_code: null,
+  country: null
+)
+```
+

data/docs/V1EntitiesAddresses.md

@@ -0,0 +1,18 @@
+# DealMakerAPI::V1EntitiesAddresses
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **items** | [**V1EntitiesAddress**](V1EntitiesAddress.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesAddresses.new(
+  items: null
+)
+```
+

data/docs/V1EntitiesCompany.md

@@ -0,0 +1,34 @@
+# DealMakerAPI::V1EntitiesCompany
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The unique id. | [optional] |
+| **type** | **Integer** | The entity company. | [optional] |
+| **name** | **String** | The name of the company. | [optional] |
+| **description** | **String** | The description of the company. | [optional] |
+| **reply_email** | **String** | The reply email of the company. | [optional] |
+| **company_url** | **String** | The url of the company. | [optional] |
+| **addresses** | [**V1EntitiesAddresses**](V1EntitiesAddresses.md) |  | [optional] |
+| **portals** | [**V1EntitiesCompanyDeals**](V1EntitiesCompanyDeals.md) |  | [optional] |
+| **primary_color** | **String** | The primary color of the company. This should be a hex color code, with the leading \"#\". | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesCompany.new(
+  id: null,
+  type: null,
+  name: null,
+  description: null,
+  reply_email: null,
+  company_url: null,
+  addresses: null,
+  portals: null,
+  primary_color: null
+)
+```
+

data/docs/V1EntitiesCompanyDeal.md

@@ -0,0 +1,20 @@
+# DealMakerAPI::V1EntitiesCompanyDeal
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The deal's unique id. | [optional] |
+| **name** | **String** | The deal title. | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesCompanyDeal.new(
+  id: null,
+  name: null
+)
+```
+

data/docs/V1EntitiesCompanyDeals.md

@@ -0,0 +1,18 @@
+# DealMakerAPI::V1EntitiesCompanyDeals
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **items** | [**V1EntitiesCompanyDeal**](V1EntitiesCompanyDeal.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesCompanyDeals.new(
+  items: null
+)
+```
+

data/docs/V1EntitiesDealSetup.md

@@ -0,0 +1,34 @@
+# DealMakerAPI::V1EntitiesDealSetup
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The deal setup id. | [optional] |
+| **deal_name** | **String** | The title/name of the deal. | [optional] |
+| **deal_type** | **Integer** | The type of the deal. | [optional] |
+| **invoice_contact** | **String** | The invoice email address. | [optional] |
+| **industry** | **String** | The industry. | [optional] |
+| **high_risk** | **Boolean** | Determine if the deal is a high risk or not. | [optional] |
+| **company_id** | **Integer** | The id of the company. | [optional] |
+| **link** | **String** | Link to the second page of the deal setup | [optional] |
+| **representative** | [**V1EntitiesDealSetupUser**](V1EntitiesDealSetupUser.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesDealSetup.new(
+  id: null,
+  deal_name: null,
+  deal_type: null,
+  invoice_contact: null,
+  industry: null,
+  high_risk: null,
+  company_id: null,
+  link: null,
+  representative: null
+)
+```
+

data/docs/V1EntitiesDealSetupUser.md

@@ -0,0 +1,20 @@
+# DealMakerAPI::V1EntitiesDealSetupUser
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | Investor user id. | [optional] |
+| **email** | **String** | Investor user email address. | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesDealSetupUser.new(
+  id: null,
+  email: null
+)
+```
+

data/docs/V1EntitiesInvestor.md

@@ -11,21 +11,24 @@
 | **name** | **String** | The full name of the investor. | [optional] |
 | **allocation_unit** | **String** | The allocation unit. | [optional] |
 | **state** | **String** | The state. | [optional] |
-| **funds_state** | **String** | The funding state. | [optional] |
+| **funding_state** | **String** | The funding state. | [optional] |
 | **funds_pending** | **Boolean** | True if any funds are pending; false otherwise. | [optional] |
 | **beneficial_address** | **String** | The address. | [optional] |
+| **phone_number** | **String** | The beneficial phone number associated with the investor. If there is no phone number, this returns the phone number associated with the user profile. | [optional] |
 | **investor_currency** | **String** | The investor currency. | [optional] |
 | **investment_value** | **Float** | The current investment value. | [optional] |
 | **number_of_securities** | **Integer** | The number of securities. | [optional] |
 | **allocated_amount** | **Float** | The amount allocated. | [optional] |
 | **funds_value** | **Float** | The current amount that has been funded. | [optional] |
-| **access_link** | **String** | The access link for the investor. | [optional] |
+| **access_link** | **String** | The access link for the investor. This is the access link for the specific investment, not the user. If the same user has multiple investments, each one will have a different access link. | [optional] |
 | **subscription_agreement** | [**V1EntitiesSubscriptionAgreement**](V1EntitiesSubscriptionAgreement.md) |  | [optional] |
 | **attachments** | [**V1EntitiesAttachment**](V1EntitiesAttachment.md) |  | [optional] |
 | **background_check_searches** | [**V1EntitiesBackgroundCheckSearch**](V1EntitiesBackgroundCheckSearch.md) |  | [optional] |
 | **verification_status** | **String** | The current 506c verification state. | [optional] |
 | **warrant_expiry_date** | **Date** | The warrant expiry date. | [optional] |
 | **warrant_certificate_number** | **Integer** | The warrant certificate number. | [optional] |
+| **ranking_score** | **Float** | A value `[0, 1]` that represents the propensity for the investor to complete payment for the investment. A larger value indicates a higher likelihood of payment, as predicted by DealMaker’s machine learning algorithm. This field will only populate if DealMaker Compass is enabled for a deal and the investor `funds_state` value is not `funded` or `overfunded` | [optional] |
+| **investor_profile** | **String** |  | [optional] |
 
 ## Example
 
@@ -40,9 +43,10 @@ instance = DealMakerAPI::V1EntitiesInvestor.new(
   name: null,
   allocation_unit: null,
   state: null,
-  funds_state: null,
+  funding_state: null,
   funds_pending: null,
   beneficial_address: null,
+  phone_number: null,
   investor_currency: null,
   investment_value: null,
   number_of_securities: null,
@@ -54,7 +58,9 @@ instance = DealMakerAPI::V1EntitiesInvestor.new(
   background_check_searches: null,
   verification_status: null,
   warrant_expiry_date: null,
-  warrant_certificate_number: null
+  warrant_certificate_number: null,
+  ranking_score: null,
+  investor_profile: null
 )
 ```
 

data/docs/V1EntitiesInvestorProfileAddress.md

@@ -0,0 +1,28 @@
+# DealMakerAPI::V1EntitiesInvestorProfileAddress
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **street_address** | **String** | Investor profile street address | [optional] |
+| **unit2** | **String** | Investor profile street address line 2 | [optional] |
+| **city** | **String** | Investor profile city | [optional] |
+| **region** | **String** | Investor profile region or state | [optional] |
+| **country** | **String** | Investor profile country | [optional] |
+| **postal_code** | **String** | Investor profile postal code or zipcode | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileAddress.new(
+  street_address: null,
+  unit2: null,
+  city: null,
+  region: null,
+  country: null,
+  postal_code: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileCorporation.md

@@ -0,0 +1,34 @@
+# DealMakerAPI::V1EntitiesInvestorProfileCorporation
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | Investor Profile id | [optional] |
+| **user_id** | **Integer** | User id | [optional] |
+| **email** | **String** | User email | [optional] |
+| **type** | **String** | Investor Profile type | [optional] |
+| **us_accredited_category** | **String** | The accredited investor information | [optional] |
+| **complete** | **Boolean** | To check if the profile is complete or not | [optional] |
+| **corporation** | [**V1EntitiesInvestorProfileFieldsCorporation**](V1EntitiesInvestorProfileFieldsCorporation.md) |  | [optional] |
+| **signing_officer** | [**V1EntitiesInvestorProfileFieldsAccountHolder**](V1EntitiesInvestorProfileFieldsAccountHolder.md) |  | [optional] |
+| **beneficial_owners** | [**V1EntitiesInvestorProfileFieldsAccountHolder**](V1EntitiesInvestorProfileFieldsAccountHolder.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileCorporation.new(
+  id: null,
+  user_id: null,
+  email: null,
+  type: null,
+  us_accredited_category: null,
+  complete: null,
+  corporation: null,
+  signing_officer: null,
+  beneficial_owners: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileFieldsAccountHolder.md

@@ -0,0 +1,28 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsAccountHolder
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **first_name** | **String** | Investor profile first name | [optional] |
+| **last_name** | **String** | Investor profile last name | [optional] |
+| **suffix** | **String** | Investor profile suffix | [optional] |
+| **date_of_birth** | **String** | The date of birth | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsAccountHolder.new(
+  first_name: null,
+  last_name: null,
+  suffix: null,
+  date_of_birth: null,
+  taxpayer_id: null,
+  address: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileFieldsCorporation.md

@@ -0,0 +1,24 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsCorporation
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **name** | **String** | The corporation name | [optional] |
+| **business_number** | **String** | The corporation business number | [optional] |
+| **phone_number** | **String** | The corporation phone number | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsCorporation.new(
+  name: null,
+  business_number: null,
+  phone_number: null,
+  address: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md

@@ -0,0 +1,30 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsPrimaryHolder
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **first_name** | **String** | Investor profile first name | [optional] |
+| **last_name** | **String** | Investor profile last name | [optional] |
+| **suffix** | **String** | Investor profile suffix | [optional] |
+| **date_of_birth** | **String** | The date of birth | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number | [optional] |
+| **phone_number** | **String** | The phone number of the primary account holder | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsPrimaryHolder.new(
+  first_name: null,
+  last_name: null,
+  suffix: null,
+  date_of_birth: null,
+  taxpayer_id: null,
+  phone_number: null,
+  address: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileFieldsTrust.md

@@ -0,0 +1,24 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsTrust
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **name** | **String** | The name of the trust | [optional] |
+| **date** | **String** | The creation date of the trust | [optional] |
+| **phone_number** | **String** | The phone number of the trust | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsTrust.new(
+  name: null,
+  date: null,
+  phone_number: null,
+  address: null
+)
+```
+