DealMakerAPI 0.85.2 → 0.85.4
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- checksums.yaml +4 -4
- data/DealMakerAPI.gemspec +1 -1
- data/README.md +16 -12
- data/docs/InvestorProfileApi.md +48 -54
- data/docs/{PatchCorporationProfileRequest.md → PatchInvestorProfilesCorporations.md} +6 -32
- data/docs/PatchInvestorProfilesCorporationsBeneficialOwnersInner.md +42 -0
- data/docs/{PatchIndividualProfileRequest.md → PatchInvestorProfilesIndividuals.md} +2 -4
- data/docs/{PatchJointProfileRequest.md → PatchInvestorProfilesJoints.md} +2 -6
- data/docs/{PatchTrustProfileRequest.md → PatchInvestorProfilesTrusts.md} +2 -6
- data/docs/{CreateCorporationProfileRequest.md → PostInvestorProfilesCorporations.md} +6 -28
- data/docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md +38 -0
- data/docs/{CreateIndividualProfileRequest.md → PostInvestorProfilesIndividuals.md} +2 -4
- data/docs/{CreateJointProfileRequest.md → PostInvestorProfilesJoints.md} +2 -6
- data/docs/PostInvestorProfilesTrusts.md +46 -0
- data/docs/PostInvestorProfilesTrustsTrusteesInner.md +36 -0
- data/docs/V1EntitiesInvestorProfileCorporation.md +2 -2
- data/docs/V1EntitiesInvestorProfileFieldsSigningOfficer.md +30 -0
- data/lib/DealMakerAPI/api/company_api.rb +1 -1
- data/lib/DealMakerAPI/api/deal_api.rb +1 -1
- data/lib/DealMakerAPI/api/deal_setup_api.rb +1 -1
- data/lib/DealMakerAPI/api/deals_api.rb +1 -1
- data/lib/DealMakerAPI/api/default_api.rb +1 -1
- data/lib/DealMakerAPI/api/investor_api.rb +1 -1
- data/lib/DealMakerAPI/api/investor_profile_api.rb +76 -64
- data/lib/DealMakerAPI/api/shareholder_api.rb +1 -1
- data/lib/DealMakerAPI/api/upload_api.rb +1 -1
- data/lib/DealMakerAPI/api_client.rb +1 -1
- data/lib/DealMakerAPI/api_error.rb +1 -1
- data/lib/DealMakerAPI/configuration.rb +3 -3
- data/lib/DealMakerAPI/models/add506c_document_request.rb +1 -1
- data/lib/DealMakerAPI/models/add_document_request.rb +1 -1
- data/lib/DealMakerAPI/models/bulk_upload_investors_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_bulk_upload_detail_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_bulk_upload_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_company_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_deal_setup_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_investor_request.rb +1 -1
- data/lib/DealMakerAPI/models/create_shareholder_action_request.rb +1 -1
- data/lib/DealMakerAPI/models/edit_investor_tags_request.rb +1 -1
- data/lib/DealMakerAPI/models/generate_url_request.rb +1 -1
- data/lib/DealMakerAPI/models/patch_investor_profiles_corporations.rb +503 -0
- data/lib/DealMakerAPI/models/patch_investor_profiles_corporations_beneficial_owners_inner.rb +342 -0
- data/lib/DealMakerAPI/models/{patch_individual_profile_request.rb → patch_investor_profiles_individuals.rb} +6 -15
- data/lib/DealMakerAPI/models/{patch_joint_profile_request.rb → patch_investor_profiles_joints.rb} +6 -25
- data/lib/DealMakerAPI/models/{patch_trust_profile_request.rb → patch_investor_profiles_trusts.rb} +6 -25
- data/lib/DealMakerAPI/models/patch_investor_request.rb +1 -1
- data/lib/DealMakerAPI/models/{create_corporation_profile_request.rb → post_investor_profiles_corporations.rb} +22 -152
- data/lib/DealMakerAPI/models/post_investor_profiles_corporations_beneficial_owners_inner.rb +315 -0
- data/lib/DealMakerAPI/models/{create_individual_profile_request.rb → post_investor_profiles_individuals.rb} +6 -15
- data/lib/DealMakerAPI/models/{create_joint_profile_request.rb → post_investor_profiles_joints.rb} +6 -25
- data/lib/DealMakerAPI/models/{create_trust_profile_request.rb → post_investor_profiles_trusts.rb} +13 -143
- data/lib/DealMakerAPI/models/post_investor_profiles_trusts_trustees_inner.rb +305 -0
- data/lib/DealMakerAPI/models/post_webhooks_request.rb +1 -1
- data/lib/DealMakerAPI/models/put_deals_id_script_tag_environment_request.rb +1 -1
- data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +1 -1
- data/lib/DealMakerAPI/models/update_investor_request.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_address.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_addresses.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_attachment.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload_detail.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_upload_details.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_bulk_uploads.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_company.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_deals.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_express_wire_instruction.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_express_wire_instructions.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_generic_response.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_otp_access_link.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +3 -3
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_signing_officer.rb +274 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_owner.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_investors.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_presigned_url_result.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_shareholder.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_shareholders.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_shareholders_tags.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +1 -1
- data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +1 -1
- data/lib/DealMakerAPI/version.rb +2 -2
- data/lib/DealMakerAPI.rb +13 -9
- data/spec/api/company_api_spec.rb +1 -1
- data/spec/api/deal_api_spec.rb +1 -1
- data/spec/api/deal_setup_api_spec.rb +1 -1
- data/spec/api/deals_api_spec.rb +1 -1
- data/spec/api/default_api_spec.rb +1 -1
- data/spec/api/investor_api_spec.rb +1 -1
- data/spec/api/investor_profile_api_spec.rb +9 -9
- data/spec/api/shareholder_api_spec.rb +1 -1
- data/spec/api/upload_api_spec.rb +1 -1
- data/spec/api_client_spec.rb +1 -1
- data/spec/configuration_spec.rb +1 -1
- data/spec/models/add506c_document_request_spec.rb +1 -1
- data/spec/models/add_document_request_spec.rb +1 -1
- data/spec/models/bulk_upload_investors_request_spec.rb +1 -1
- data/spec/models/create_bulk_upload_detail_request_spec.rb +1 -1
- data/spec/models/create_bulk_upload_request_spec.rb +1 -1
- data/spec/models/create_company_request_spec.rb +1 -1
- data/spec/models/create_deal_setup_request_spec.rb +1 -1
- data/spec/models/create_investor_request_spec.rb +1 -1
- data/spec/models/create_shareholder_action_request_spec.rb +1 -1
- data/spec/models/edit_investor_tags_request_spec.rb +1 -1
- data/spec/models/generate_url_request_spec.rb +1 -1
- data/spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb +106 -0
- data/spec/models/patch_investor_profiles_corporations_spec.rb +186 -0
- data/spec/models/{create_individual_profile_request_spec.rb → patch_investor_profiles_individuals_spec.rb} +7 -19
- data/spec/models/{create_joint_profile_request_spec.rb → patch_investor_profiles_joints_spec.rb} +7 -25
- data/spec/models/{patch_trust_profile_request_spec.rb → patch_investor_profiles_trusts_spec.rb} +7 -19
- data/spec/models/patch_investor_request_spec.rb +1 -1
- data/spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb +94 -0
- data/spec/models/{create_trust_profile_request_spec.rb → post_investor_profiles_corporations_spec.rb} +31 -31
- data/spec/models/{patch_individual_profile_request_spec.rb → post_investor_profiles_individuals_spec.rb} +13 -13
- data/spec/models/{patch_joint_profile_request_spec.rb → post_investor_profiles_joints_spec.rb} +13 -19
- data/spec/models/post_investor_profiles_trusts_spec.rb +126 -0
- data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +88 -0
- data/spec/models/post_webhooks_request_spec.rb +1 -1
- data/spec/models/put_deals_id_script_tag_environment_request_spec.rb +1 -1
- data/spec/models/put_webhooks_id_request_spec.rb +1 -1
- data/spec/models/update_investor_request_spec.rb +1 -1
- data/spec/models/v1_entities_address_spec.rb +1 -1
- data/spec/models/v1_entities_addresses_spec.rb +1 -1
- data/spec/models/v1_entities_attachment_spec.rb +1 -1
- data/spec/models/v1_entities_background_check_search_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_upload_detail_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_upload_details_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_upload_spec.rb +1 -1
- data/spec/models/v1_entities_bulk_uploads_spec.rb +1 -1
- data/spec/models/v1_entities_company_deal_spec.rb +1 -1
- data/spec/models/v1_entities_company_deals_spec.rb +1 -1
- data/spec/models/v1_entities_company_spec.rb +1 -1
- data/spec/models/v1_entities_deal_enterprise_spec.rb +1 -1
- data/spec/models/v1_entities_deal_funding_metrics_spec.rb +1 -1
- data/spec/models/v1_entities_deal_investor_metrics_spec.rb +1 -1
- data/spec/models/v1_entities_deal_issuer_spec.rb +1 -1
- data/spec/models/v1_entities_deal_setup_spec.rb +1 -1
- data/spec/models/v1_entities_deal_setup_user_spec.rb +1 -1
- data/spec/models/v1_entities_deal_spec.rb +1 -1
- data/spec/models/v1_entities_deals_spec.rb +1 -1
- data/spec/models/v1_entities_express_wire_instruction_spec.rb +1 -1
- data/spec/models/v1_entities_express_wire_instructions_spec.rb +1 -1
- data/spec/models/v1_entities_generic_response_spec.rb +1 -1
- data/spec/models/v1_entities_investor_otp_access_link_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_address_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_corporation_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_fields_signing_officer_spec.rb +70 -0
- data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_individual_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_item_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_joint_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_owner_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profile_trust_spec.rb +1 -1
- data/spec/models/v1_entities_investor_profiles_spec.rb +1 -1
- data/spec/models/v1_entities_investor_spec.rb +1 -1
- data/spec/models/v1_entities_investor_user_spec.rb +1 -1
- data/spec/models/v1_entities_investors_spec.rb +1 -1
- data/spec/models/v1_entities_presigned_url_result_spec.rb +1 -1
- data/spec/models/v1_entities_shareholder_spec.rb +1 -1
- data/spec/models/v1_entities_shareholders_spec.rb +1 -1
- data/spec/models/v1_entities_shareholders_tags_spec.rb +1 -1
- data/spec/models/v1_entities_subscription_agreement_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_deal_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_security_token_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +1 -1
- data/spec/models/v1_entities_webhooks_subscription_spec.rb +1 -1
- data/spec/spec_helper.rb +1 -1
- metadata +50 -34
- data/docs/CreateTrustProfileRequest.md +0 -68
- data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +0 -664
- data/spec/models/create_corporation_profile_request_spec.rb +0 -258
- data/spec/models/patch_corporation_profile_request_spec.rb +0 -264
@@ -1,4 +1,4 @@
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# DealMakerAPI::
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# DealMakerAPI::PatchInvestorProfilesJoints
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## Properties
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| **first_name** | **String** | The first name of the investor profile. | [optional] |
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| **last_name** | **String** | The last name of the investor profile. | [optional] |
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| **suffix** | **String** | The suffix of the investor profile. | [optional] |
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| **country** | **String** | The country the investor profile. | [optional] |
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| **street_address** | **String** | The street address of the investor profile. | [optional] |
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| **unit2** | **String** | The street address line 2 of the investor profile. | [optional] |
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| **city** | **String** | The city of the investor profile. | [optional] |
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| **joint_holder_first_name** | **String** | The joint holder first name of the investor profile. | [optional] |
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| **joint_holder_last_name** | **String** | The joint holder last name of the investor profile. | [optional] |
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| **joint_holder_suffix** | **String** | The suffix of the individual investor profile. | [optional] |
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| **joint_holder_country** | **String** | The joint holder country of the investor profile. | [optional] |
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| **joint_holder_street_address** | **String** | The joint holder street address of the investor profile. | [optional] |
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| **joint_holder_unit2** | **String** | The Joint holder street address line 2 of the investor profile. | [optional] |
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| **joint_holder_city** | **String** | The Joint holder city of the investor profile. | [optional] |
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```ruby
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require 'DealMakerAPI'
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instance = DealMakerAPI::
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instance = DealMakerAPI::PatchInvestorProfilesJoints.new(
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us_accredited_category: null,
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ca_accredited_investor: null,
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joint_type: null,
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first_name: null,
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last_name: null,
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suffix: null,
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country: null,
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street_address: null,
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unit2: null,
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city: null,
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joint_holder_first_name: null,
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joint_holder_last_name: null,
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joint_holder_suffix: null,
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joint_holder_country: null,
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joint_holder_street_address: null,
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joint_holder_unit2: null,
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joint_holder_city: null,
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# DealMakerAPI::
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# DealMakerAPI::PatchInvestorProfilesTrusts
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## Properties
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| **name** | **String** | The name of the trust. | [optional] |
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| **date** | **String** | The creation date of the trust. | [optional] |
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| **phone_number** | **String** | The phone number of the trust. | [optional] |
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| **country** | **String** | Trust country. | [optional] |
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| **street_address** | **String** | Trust street address. | [optional] |
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| **unit2** | **String** | Trust street address line 2. | [optional] |
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| **city** | **String** | Trust city. | [optional] |
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| **trustee_first_name** | **String** | Trustee first name. | [optional] |
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| **trustee_last_name** | **String** | Trustee last name. | [optional] |
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| **trustee_suffix** | **String** | Trustee suffix. | [optional] |
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| **trustee_country** | **String** | Trustee country. | [optional] |
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| **trustee_street_address** | **String** | Trustee street address. | [optional] |
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| **trustee_unit2** | **String** | Trustee street address line 2. | [optional] |
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| **trustee_city** | **String** | Trustee city. | [optional] |
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```ruby
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require 'DealMakerAPI'
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instance = DealMakerAPI::
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instance = DealMakerAPI::PatchInvestorProfilesTrusts.new(
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us_accredited_category: null,
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ca_accredited_investor: null,
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name: null,
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date: null,
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phone_number: null,
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country: null,
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street_address: null,
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unit2: null,
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city: null,
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trustee_first_name: null,
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trustee_last_name: null,
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trustee_suffix: null,
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trustee_country: null,
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trustee_street_address: null,
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trustee_unit2: null,
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trustee_city: null,
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# DealMakerAPI::
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# DealMakerAPI::PostInvestorProfilesCorporations
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## Properties
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@@ -8,7 +8,6 @@
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8
8
|
| **us_accredited_category** | **String** | The United States accredited investor information. | [optional] |
|
9
9
|
| **ca_accredited_investor** | **String** | The Canadian accredited investor information. | [optional] |
|
10
10
|
| **name** | **String** | The name of the corporation (required). | [optional] |
|
11
|
-
| **country** | **String** | The country of the corporation (required). | [optional] |
|
12
11
|
| **street_address** | **String** | The street address of the corporation (required). | [optional] |
|
13
12
|
| **unit2** | **String** | The street address line 2 of the corporation. | [optional] |
|
14
13
|
| **city** | **String** | The city of the corporation (required). | [optional] |
|
@@ -22,7 +21,6 @@
|
|
22
21
|
| **signing_officer_first_name** | **String** | The first name of the signing officer (required). | [optional] |
|
23
22
|
| **signing_officer_last_name** | **String** | The last name of the signing officer (required). | [optional] |
|
24
23
|
| **signing_officer_suffix** | **String** | The suffix of the signing officer. | [optional] |
|
25
|
-
| **signing_officer_country** | **String** | The country of the signing officer (required). | [optional] |
|
26
24
|
| **signing_officer_street_address** | **String** | The street address of the signing officer (required). | [optional] |
|
27
25
|
| **signing_officer_unit2** | **String** | The street address line 2 of the signing officer. | [optional] |
|
28
26
|
| **signing_officer_city** | **String** | The city of the signing officer (required). | [optional] |
|
@@ -30,29 +28,19 @@
|
|
30
28
|
| **signing_officer_postal_code** | **String** | The postal code or zipcode of the signing officer (required). | [optional] |
|
31
29
|
| **signing_officer_date_of_birth** | **String** | The date of birth of the signing officer (required). | [optional] |
|
32
30
|
| **signing_officer_taxpayer_id** | **String** | The taxpayer identification number of the signing officer (required). | [optional] |
|
33
|
-
| **
|
34
|
-
| **
|
35
|
-
| **beneficial_owners_suffix** | **Array<String>** | The list of suffixes for the beneficial owners. | [optional] |
|
36
|
-
| **beneficial_owners_country** | **Array<String>** | The list of countries for the beneficial owners (required for beneficial owner 1). | [optional] |
|
37
|
-
| **beneficial_owners_street_address** | **Array<String>** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
|
38
|
-
| **beneficial_owners_unit2** | **Array<String>** | The list of street address line 2 for the beneficial owners. | [optional] |
|
39
|
-
| **beneficial_owners_city** | **Array<String>** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
|
40
|
-
| **beneficial_owners_region** | **Array<String>** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
|
41
|
-
| **beneficial_owners_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
|
42
|
-
| **beneficial_owners_date_of_birth** | **Array<String>** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
|
43
|
-
| **beneficial_owners_taxpayer_id** | **Array<String>** | The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
|
31
|
+
| **signing_officer_phone_number** | **String** | The phone number of the signing officer (required). | [optional] |
|
32
|
+
| **beneficial_owners** | [**Array<PostInvestorProfilesCorporationsBeneficialOwnersInner>**](PostInvestorProfilesCorporationsBeneficialOwnersInner.md) | | [optional] |
|
44
33
|
|
45
34
|
## Example
|
46
35
|
|
47
36
|
```ruby
|
48
37
|
require 'DealMakerAPI'
|
49
38
|
|
50
|
-
instance = DealMakerAPI::
|
39
|
+
instance = DealMakerAPI::PostInvestorProfilesCorporations.new(
|
51
40
|
email: null,
|
52
41
|
us_accredited_category: null,
|
53
42
|
ca_accredited_investor: null,
|
54
43
|
name: null,
|
55
|
-
country: null,
|
56
44
|
street_address: null,
|
57
45
|
unit2: null,
|
58
46
|
city: null,
|
@@ -66,7 +54,6 @@ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
|
|
66
54
|
signing_officer_first_name: null,
|
67
55
|
signing_officer_last_name: null,
|
68
56
|
signing_officer_suffix: null,
|
69
|
-
signing_officer_country: null,
|
70
57
|
signing_officer_street_address: null,
|
71
58
|
signing_officer_unit2: null,
|
72
59
|
signing_officer_city: null,
|
@@ -74,17 +61,8 @@ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
|
|
74
61
|
signing_officer_postal_code: null,
|
75
62
|
signing_officer_date_of_birth: null,
|
76
63
|
signing_officer_taxpayer_id: null,
|
77
|
-
|
78
|
-
|
79
|
-
beneficial_owners_suffix: null,
|
80
|
-
beneficial_owners_country: null,
|
81
|
-
beneficial_owners_street_address: null,
|
82
|
-
beneficial_owners_unit2: null,
|
83
|
-
beneficial_owners_city: null,
|
84
|
-
beneficial_owners_region: null,
|
85
|
-
beneficial_owners_postal_code: null,
|
86
|
-
beneficial_owners_date_of_birth: null,
|
87
|
-
beneficial_owners_taxpayer_id: null
|
64
|
+
signing_officer_phone_number: null,
|
65
|
+
beneficial_owners: null
|
88
66
|
)
|
89
67
|
```
|
90
68
|
|
@@ -0,0 +1,38 @@
|
|
1
|
+
# DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **first_name** | **String** | The list of first names for the beneficial owners (required for beneficial owner 1). | [optional] |
|
8
|
+
| **last_name** | **String** | The list of last names for the beneficial owners (required for beneficial owner 1). | [optional] |
|
9
|
+
| **suffix** | **String** | The list of suffixes for the beneficial owners. | [optional] |
|
10
|
+
| **street_address** | **String** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
|
11
|
+
| **unit2** | **String** | The list of street address line 2 for the beneficial owners. | [optional] |
|
12
|
+
| **city** | **String** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
|
13
|
+
| **region** | **String** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
|
14
|
+
| **postal_code** | **String** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
|
15
|
+
| **date_of_birth** | **String** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
|
16
|
+
| **taxpayer_id** | **String** | The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
|
17
|
+
| **phone_number** | **String** | The list of phone numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
|
18
|
+
|
19
|
+
## Example
|
20
|
+
|
21
|
+
```ruby
|
22
|
+
require 'DealMakerAPI'
|
23
|
+
|
24
|
+
instance = DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner.new(
|
25
|
+
first_name: null,
|
26
|
+
last_name: null,
|
27
|
+
suffix: null,
|
28
|
+
street_address: null,
|
29
|
+
unit2: null,
|
30
|
+
city: null,
|
31
|
+
region: null,
|
32
|
+
postal_code: null,
|
33
|
+
date_of_birth: null,
|
34
|
+
taxpayer_id: null,
|
35
|
+
phone_number: null
|
36
|
+
)
|
37
|
+
```
|
38
|
+
|
@@ -1,4 +1,4 @@
|
|
1
|
-
# DealMakerAPI::
|
1
|
+
# DealMakerAPI::PostInvestorProfilesIndividuals
|
2
2
|
|
3
3
|
## Properties
|
4
4
|
|
@@ -13,7 +13,6 @@
|
|
13
13
|
| **date_of_birth** | **String** | The date of birth of the investor profile (required) | [optional] |
|
14
14
|
| **taxpayer_id** | **String** | The taxpayer identification number of the investor profile (required) | [optional] |
|
15
15
|
| **phone_number** | **String** | The phone number of the investor profile (required) | [optional] |
|
16
|
-
| **country** | **String** | The country of the individual investor profile (required) | [optional] |
|
17
16
|
| **street_address** | **String** | The street address of the individual investor profile (required) | [optional] |
|
18
17
|
| **unit2** | **String** | The street address line 2 of the individual investor profile | [optional] |
|
19
18
|
| **city** | **String** | The city of the individual investor profile (required) | [optional] |
|
@@ -28,7 +27,7 @@
|
|
28
27
|
```ruby
|
29
28
|
require 'DealMakerAPI'
|
30
29
|
|
31
|
-
instance = DealMakerAPI::
|
30
|
+
instance = DealMakerAPI::PostInvestorProfilesIndividuals.new(
|
32
31
|
email: null,
|
33
32
|
us_accredited_category: null,
|
34
33
|
ca_accredited_investor: null,
|
@@ -38,7 +37,6 @@ instance = DealMakerAPI::CreateIndividualProfileRequest.new(
|
|
38
37
|
date_of_birth: null,
|
39
38
|
taxpayer_id: null,
|
40
39
|
phone_number: null,
|
41
|
-
country: null,
|
42
40
|
street_address: null,
|
43
41
|
unit2: null,
|
44
42
|
city: null,
|
@@ -1,4 +1,4 @@
|
|
1
|
-
# DealMakerAPI::
|
1
|
+
# DealMakerAPI::PostInvestorProfilesJoints
|
2
2
|
|
3
3
|
## Properties
|
4
4
|
|
@@ -11,7 +11,6 @@
|
|
11
11
|
| **first_name** | **String** | The first name of the primary holder (required). | [optional] |
|
12
12
|
| **last_name** | **String** | The last name of the primary holder (required). | [optional] |
|
13
13
|
| **suffix** | **String** | The suffix of the primary holder. | [optional] |
|
14
|
-
| **country** | **String** | The country the primary holder (required). | [optional] |
|
15
14
|
| **street_address** | **String** | The street address of the primary holder (required). | [optional] |
|
16
15
|
| **unit2** | **String** | The street address line 2 of the primary holder. | [optional] |
|
17
16
|
| **city** | **String** | The city of the primary holder (required). | [optional] |
|
@@ -26,7 +25,6 @@
|
|
26
25
|
| **joint_holder_first_name** | **String** | The first name of the joint holder (required). | [optional] |
|
27
26
|
| **joint_holder_last_name** | **String** | The last name of the joint holder (required). | [optional] |
|
28
27
|
| **joint_holder_suffix** | **String** | The suffix of the joint holder. | [optional] |
|
29
|
-
| **joint_holder_country** | **String** | The country of the joint holder (required). | [optional] |
|
30
28
|
| **joint_holder_street_address** | **String** | The street address of the joint holder (required). | [optional] |
|
31
29
|
| **joint_holder_unit2** | **String** | The street address line 2 of the joint holder. | [optional] |
|
32
30
|
| **joint_holder_city** | **String** | The city of the joint holder (required). | [optional] |
|
@@ -40,7 +38,7 @@
|
|
40
38
|
```ruby
|
41
39
|
require 'DealMakerAPI'
|
42
40
|
|
43
|
-
instance = DealMakerAPI::
|
41
|
+
instance = DealMakerAPI::PostInvestorProfilesJoints.new(
|
44
42
|
email: null,
|
45
43
|
us_accredited_category: null,
|
46
44
|
ca_accredited_investor: null,
|
@@ -48,7 +46,6 @@ instance = DealMakerAPI::CreateJointProfileRequest.new(
|
|
48
46
|
first_name: null,
|
49
47
|
last_name: null,
|
50
48
|
suffix: null,
|
51
|
-
country: null,
|
52
49
|
street_address: null,
|
53
50
|
unit2: null,
|
54
51
|
city: null,
|
@@ -63,7 +60,6 @@ instance = DealMakerAPI::CreateJointProfileRequest.new(
|
|
63
60
|
joint_holder_first_name: null,
|
64
61
|
joint_holder_last_name: null,
|
65
62
|
joint_holder_suffix: null,
|
66
|
-
joint_holder_country: null,
|
67
63
|
joint_holder_street_address: null,
|
68
64
|
joint_holder_unit2: null,
|
69
65
|
joint_holder_city: null,
|
@@ -0,0 +1,46 @@
|
|
1
|
+
# DealMakerAPI::PostInvestorProfilesTrusts
|
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 United States accredited investor information. | [optional] |
|
9
|
+
| **ca_accredited_investor** | **String** | The Canadian accredited investor information. | [optional] |
|
10
|
+
| **name** | **String** | The name of the trust (required). | [optional] |
|
11
|
+
| **date** | **String** | The creation date 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
|
+
| **income** | **Float** | The income of the trust. | [optional] |
|
19
|
+
| **net_worth** | **Float** | The net worth of the trust. | [optional] |
|
20
|
+
| **reg_cf_prior_offerings_amount** | **Float** | The prior offering amount of the trust. | [optional] |
|
21
|
+
| **trustees** | [**Array<PostInvestorProfilesTrustsTrusteesInner>**](PostInvestorProfilesTrustsTrusteesInner.md) | | [optional] |
|
22
|
+
|
23
|
+
## Example
|
24
|
+
|
25
|
+
```ruby
|
26
|
+
require 'DealMakerAPI'
|
27
|
+
|
28
|
+
instance = DealMakerAPI::PostInvestorProfilesTrusts.new(
|
29
|
+
email: null,
|
30
|
+
us_accredited_category: null,
|
31
|
+
ca_accredited_investor: null,
|
32
|
+
name: null,
|
33
|
+
date: null,
|
34
|
+
street_address: null,
|
35
|
+
unit2: null,
|
36
|
+
city: null,
|
37
|
+
region: null,
|
38
|
+
postal_code: null,
|
39
|
+
phone_number: null,
|
40
|
+
income: null,
|
41
|
+
net_worth: null,
|
42
|
+
reg_cf_prior_offerings_amount: null,
|
43
|
+
trustees: null
|
44
|
+
)
|
45
|
+
```
|
46
|
+
|
@@ -0,0 +1,36 @@
|
|
1
|
+
# DealMakerAPI::PostInvestorProfilesTrustsTrusteesInner
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **first_name** | **String** | The list of first names for the trustees (required for trustee 1). | [optional] |
|
8
|
+
| **last_name** | **String** | The list of last names for the trustees (required for trustee 1). | [optional] |
|
9
|
+
| **suffix** | **String** | The list of suffixes for the trustees. | [optional] |
|
10
|
+
| **street_address** | **String** | The list of street addresses for the trustees (required for trustee 1). | [optional] |
|
11
|
+
| **unit2** | **String** | The list of street address line 2 for the trustees. | [optional] |
|
12
|
+
| **city** | **String** | The list of cities for the trustees (required for trustee 1). | [optional] |
|
13
|
+
| **region** | **String** | The list of regions or states for the trustees (required for trustee 1). | [optional] |
|
14
|
+
| **postal_code** | **String** | The list of postal codes or zipcodes for the trustees (required) for trustee 1. | [optional] |
|
15
|
+
| **date_of_birth** | **String** | The list of dates of birth for the trustees (required for trustee 1). | [optional] |
|
16
|
+
| **taxpayer_id** | **String** | The list of taxpayer identification numbers for the trustees (required for trustee 1). | [optional] |
|
17
|
+
|
18
|
+
## Example
|
19
|
+
|
20
|
+
```ruby
|
21
|
+
require 'DealMakerAPI'
|
22
|
+
|
23
|
+
instance = DealMakerAPI::PostInvestorProfilesTrustsTrusteesInner.new(
|
24
|
+
first_name: null,
|
25
|
+
last_name: null,
|
26
|
+
suffix: null,
|
27
|
+
street_address: null,
|
28
|
+
unit2: null,
|
29
|
+
city: null,
|
30
|
+
region: null,
|
31
|
+
postal_code: null,
|
32
|
+
date_of_birth: null,
|
33
|
+
taxpayer_id: null
|
34
|
+
)
|
35
|
+
```
|
36
|
+
|
@@ -14,8 +14,8 @@
|
|
14
14
|
| **owner_type** | **String** | Type of the investor profile owner | [optional] |
|
15
15
|
| **owner** | [**V1EntitiesInvestorProfileOwner**](V1EntitiesInvestorProfileOwner.md) | | [optional] |
|
16
16
|
| **corporation** | [**V1EntitiesInvestorProfileFieldsCorporation**](V1EntitiesInvestorProfileFieldsCorporation.md) | | [optional] |
|
17
|
-
| **signing_officer** | [**
|
18
|
-
| **beneficial_owners** | [**
|
17
|
+
| **signing_officer** | [**V1EntitiesInvestorProfileFieldsSigningOfficer**](V1EntitiesInvestorProfileFieldsSigningOfficer.md) | | [optional] |
|
18
|
+
| **beneficial_owners** | [**V1EntitiesInvestorProfileFieldsSigningOfficer**](V1EntitiesInvestorProfileFieldsSigningOfficer.md) | | [optional] |
|
19
19
|
|
20
20
|
## Example
|
21
21
|
|
@@ -0,0 +1,30 @@
|
|
1
|
+
# DealMakerAPI::V1EntitiesInvestorProfileFieldsSigningOfficer
|
2
|
+
|
3
|
+
## Properties
|
4
|
+
|
5
|
+
| Name | Type | Description | Notes |
|
6
|
+
| ---- | ---- | ----------- | ----- |
|
7
|
+
| **first_name** | **String** | Investor profile first name | [optional] |
|
8
|
+
| **last_name** | **String** | Investor profile last name | [optional] |
|
9
|
+
| **suffix** | **String** | Investor profile suffix | [optional] |
|
10
|
+
| **date_of_birth** | **String** | The date of birth | [optional] |
|
11
|
+
| **taxpayer_id** | **String** | The taxpayer identification number | [optional] |
|
12
|
+
| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) | | [optional] |
|
13
|
+
| **phone_number** | **String** | Signing officer phone number | [optional] |
|
14
|
+
|
15
|
+
## Example
|
16
|
+
|
17
|
+
```ruby
|
18
|
+
require 'DealMakerAPI'
|
19
|
+
|
20
|
+
instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsSigningOfficer.new(
|
21
|
+
first_name: null,
|
22
|
+
last_name: null,
|
23
|
+
suffix: null,
|
24
|
+
date_of_birth: null,
|
25
|
+
taxpayer_id: null,
|
26
|
+
address: null,
|
27
|
+
phone_number: null
|
28
|
+
)
|
29
|
+
```
|
30
|
+
|