DealMakerAPI 0.85.2 → 0.85.4

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Files changed (200) hide show
  1. checksums.yaml +4 -4
  2. data/DealMakerAPI.gemspec +1 -1
  3. data/README.md +16 -12
  4. data/docs/InvestorProfileApi.md +48 -54
  5. data/docs/{PatchCorporationProfileRequest.md → PatchInvestorProfilesCorporations.md} +6 -32
  6. data/docs/PatchInvestorProfilesCorporationsBeneficialOwnersInner.md +42 -0
  7. data/docs/{PatchIndividualProfileRequest.md → PatchInvestorProfilesIndividuals.md} +2 -4
  8. data/docs/{PatchJointProfileRequest.md → PatchInvestorProfilesJoints.md} +2 -6
  9. data/docs/{PatchTrustProfileRequest.md → PatchInvestorProfilesTrusts.md} +2 -6
  10. data/docs/{CreateCorporationProfileRequest.md → PostInvestorProfilesCorporations.md} +6 -28
  11. data/docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md +38 -0
  12. data/docs/{CreateIndividualProfileRequest.md → PostInvestorProfilesIndividuals.md} +2 -4
  13. data/docs/{CreateJointProfileRequest.md → PostInvestorProfilesJoints.md} +2 -6
  14. data/docs/PostInvestorProfilesTrusts.md +46 -0
  15. data/docs/PostInvestorProfilesTrustsTrusteesInner.md +36 -0
  16. data/docs/V1EntitiesInvestorProfileCorporation.md +2 -2
  17. data/docs/V1EntitiesInvestorProfileFieldsSigningOfficer.md +30 -0
  18. data/lib/DealMakerAPI/api/company_api.rb +1 -1
  19. data/lib/DealMakerAPI/api/deal_api.rb +1 -1
  20. data/lib/DealMakerAPI/api/deal_setup_api.rb +1 -1
  21. data/lib/DealMakerAPI/api/deals_api.rb +1 -1
  22. data/lib/DealMakerAPI/api/default_api.rb +1 -1
  23. data/lib/DealMakerAPI/api/investor_api.rb +1 -1
  24. data/lib/DealMakerAPI/api/investor_profile_api.rb +76 -64
  25. data/lib/DealMakerAPI/api/shareholder_api.rb +1 -1
  26. data/lib/DealMakerAPI/api/upload_api.rb +1 -1
  27. data/lib/DealMakerAPI/api_client.rb +1 -1
  28. data/lib/DealMakerAPI/api_error.rb +1 -1
  29. data/lib/DealMakerAPI/configuration.rb +3 -3
  30. data/lib/DealMakerAPI/models/add506c_document_request.rb +1 -1
  31. data/lib/DealMakerAPI/models/add_document_request.rb +1 -1
  32. data/lib/DealMakerAPI/models/bulk_upload_investors_request.rb +1 -1
  33. data/lib/DealMakerAPI/models/create_bulk_upload_detail_request.rb +1 -1
  34. data/lib/DealMakerAPI/models/create_bulk_upload_request.rb +1 -1
  35. data/lib/DealMakerAPI/models/create_company_request.rb +1 -1
  36. data/lib/DealMakerAPI/models/create_deal_setup_request.rb +1 -1
  37. data/lib/DealMakerAPI/models/create_investor_request.rb +1 -1
  38. data/lib/DealMakerAPI/models/create_shareholder_action_request.rb +1 -1
  39. data/lib/DealMakerAPI/models/edit_investor_tags_request.rb +1 -1
  40. data/lib/DealMakerAPI/models/generate_url_request.rb +1 -1
  41. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations.rb +503 -0
  42. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations_beneficial_owners_inner.rb +342 -0
  43. data/lib/DealMakerAPI/models/{patch_individual_profile_request.rb → patch_investor_profiles_individuals.rb} +6 -15
  44. data/lib/DealMakerAPI/models/{patch_joint_profile_request.rb → patch_investor_profiles_joints.rb} +6 -25
  45. data/lib/DealMakerAPI/models/{patch_trust_profile_request.rb → patch_investor_profiles_trusts.rb} +6 -25
  46. data/lib/DealMakerAPI/models/patch_investor_request.rb +1 -1
  47. data/lib/DealMakerAPI/models/{create_corporation_profile_request.rb → post_investor_profiles_corporations.rb} +22 -152
  48. data/lib/DealMakerAPI/models/post_investor_profiles_corporations_beneficial_owners_inner.rb +315 -0
  49. data/lib/DealMakerAPI/models/{create_individual_profile_request.rb → post_investor_profiles_individuals.rb} +6 -15
  50. data/lib/DealMakerAPI/models/{create_joint_profile_request.rb → post_investor_profiles_joints.rb} +6 -25
  51. data/lib/DealMakerAPI/models/{create_trust_profile_request.rb → post_investor_profiles_trusts.rb} +13 -143
  52. data/lib/DealMakerAPI/models/post_investor_profiles_trusts_trustees_inner.rb +305 -0
  53. data/lib/DealMakerAPI/models/post_webhooks_request.rb +1 -1
  54. data/lib/DealMakerAPI/models/put_deals_id_script_tag_environment_request.rb +1 -1
  55. data/lib/DealMakerAPI/models/put_webhooks_id_request.rb +1 -1
  56. data/lib/DealMakerAPI/models/update_investor_request.rb +1 -1
  57. data/lib/DealMakerAPI/models/v1_entities_address.rb +1 -1
  58. data/lib/DealMakerAPI/models/v1_entities_addresses.rb +1 -1
  59. data/lib/DealMakerAPI/models/v1_entities_attachment.rb +1 -1
  60. data/lib/DealMakerAPI/models/v1_entities_background_check_search.rb +1 -1
  61. data/lib/DealMakerAPI/models/v1_entities_bulk_upload.rb +1 -1
  62. data/lib/DealMakerAPI/models/v1_entities_bulk_upload_detail.rb +1 -1
  63. data/lib/DealMakerAPI/models/v1_entities_bulk_upload_details.rb +1 -1
  64. data/lib/DealMakerAPI/models/v1_entities_bulk_uploads.rb +1 -1
  65. data/lib/DealMakerAPI/models/v1_entities_company.rb +1 -1
  66. data/lib/DealMakerAPI/models/v1_entities_company_deal.rb +1 -1
  67. data/lib/DealMakerAPI/models/v1_entities_company_deals.rb +1 -1
  68. data/lib/DealMakerAPI/models/v1_entities_deal.rb +1 -1
  69. data/lib/DealMakerAPI/models/v1_entities_deal_enterprise.rb +1 -1
  70. data/lib/DealMakerAPI/models/v1_entities_deal_funding_metrics.rb +1 -1
  71. data/lib/DealMakerAPI/models/v1_entities_deal_investor_metrics.rb +1 -1
  72. data/lib/DealMakerAPI/models/v1_entities_deal_issuer.rb +1 -1
  73. data/lib/DealMakerAPI/models/v1_entities_deal_setup.rb +1 -1
  74. data/lib/DealMakerAPI/models/v1_entities_deal_setup_user.rb +1 -1
  75. data/lib/DealMakerAPI/models/v1_entities_deals.rb +1 -1
  76. data/lib/DealMakerAPI/models/v1_entities_express_wire_instruction.rb +1 -1
  77. data/lib/DealMakerAPI/models/v1_entities_express_wire_instructions.rb +1 -1
  78. data/lib/DealMakerAPI/models/v1_entities_generic_response.rb +1 -1
  79. data/lib/DealMakerAPI/models/v1_entities_investor.rb +1 -1
  80. data/lib/DealMakerAPI/models/v1_entities_investor_otp_access_link.rb +1 -1
  81. data/lib/DealMakerAPI/models/v1_entities_investor_profile_address.rb +1 -1
  82. data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +3 -3
  83. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_account_holder.rb +1 -1
  84. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_corporation.rb +1 -1
  85. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_primary_holder.rb +1 -1
  86. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_signing_officer.rb +274 -0
  87. data/lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb +1 -1
  88. data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +1 -1
  89. data/lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb +1 -1
  90. data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +1 -1
  91. data/lib/DealMakerAPI/models/v1_entities_investor_profile_owner.rb +1 -1
  92. data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +1 -1
  93. data/lib/DealMakerAPI/models/v1_entities_investor_profiles.rb +1 -1
  94. data/lib/DealMakerAPI/models/v1_entities_investor_user.rb +1 -1
  95. data/lib/DealMakerAPI/models/v1_entities_investors.rb +1 -1
  96. data/lib/DealMakerAPI/models/v1_entities_presigned_url_result.rb +1 -1
  97. data/lib/DealMakerAPI/models/v1_entities_shareholder.rb +1 -1
  98. data/lib/DealMakerAPI/models/v1_entities_shareholders.rb +1 -1
  99. data/lib/DealMakerAPI/models/v1_entities_shareholders_tags.rb +1 -1
  100. data/lib/DealMakerAPI/models/v1_entities_subscription_agreement.rb +1 -1
  101. data/lib/DealMakerAPI/models/v1_entities_webhooks_deal.rb +1 -1
  102. data/lib/DealMakerAPI/models/v1_entities_webhooks_security_token.rb +1 -1
  103. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription.rb +1 -1
  104. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deal.rb +1 -1
  105. data/lib/DealMakerAPI/models/v1_entities_webhooks_subscription_deals.rb +1 -1
  106. data/lib/DealMakerAPI/version.rb +2 -2
  107. data/lib/DealMakerAPI.rb +13 -9
  108. data/spec/api/company_api_spec.rb +1 -1
  109. data/spec/api/deal_api_spec.rb +1 -1
  110. data/spec/api/deal_setup_api_spec.rb +1 -1
  111. data/spec/api/deals_api_spec.rb +1 -1
  112. data/spec/api/default_api_spec.rb +1 -1
  113. data/spec/api/investor_api_spec.rb +1 -1
  114. data/spec/api/investor_profile_api_spec.rb +9 -9
  115. data/spec/api/shareholder_api_spec.rb +1 -1
  116. data/spec/api/upload_api_spec.rb +1 -1
  117. data/spec/api_client_spec.rb +1 -1
  118. data/spec/configuration_spec.rb +1 -1
  119. data/spec/models/add506c_document_request_spec.rb +1 -1
  120. data/spec/models/add_document_request_spec.rb +1 -1
  121. data/spec/models/bulk_upload_investors_request_spec.rb +1 -1
  122. data/spec/models/create_bulk_upload_detail_request_spec.rb +1 -1
  123. data/spec/models/create_bulk_upload_request_spec.rb +1 -1
  124. data/spec/models/create_company_request_spec.rb +1 -1
  125. data/spec/models/create_deal_setup_request_spec.rb +1 -1
  126. data/spec/models/create_investor_request_spec.rb +1 -1
  127. data/spec/models/create_shareholder_action_request_spec.rb +1 -1
  128. data/spec/models/edit_investor_tags_request_spec.rb +1 -1
  129. data/spec/models/generate_url_request_spec.rb +1 -1
  130. data/spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb +106 -0
  131. data/spec/models/patch_investor_profiles_corporations_spec.rb +186 -0
  132. data/spec/models/{create_individual_profile_request_spec.rb → patch_investor_profiles_individuals_spec.rb} +7 -19
  133. data/spec/models/{create_joint_profile_request_spec.rb → patch_investor_profiles_joints_spec.rb} +7 -25
  134. data/spec/models/{patch_trust_profile_request_spec.rb → patch_investor_profiles_trusts_spec.rb} +7 -19
  135. data/spec/models/patch_investor_request_spec.rb +1 -1
  136. data/spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb +94 -0
  137. data/spec/models/{create_trust_profile_request_spec.rb → post_investor_profiles_corporations_spec.rb} +31 -31
  138. data/spec/models/{patch_individual_profile_request_spec.rb → post_investor_profiles_individuals_spec.rb} +13 -13
  139. data/spec/models/{patch_joint_profile_request_spec.rb → post_investor_profiles_joints_spec.rb} +13 -19
  140. data/spec/models/post_investor_profiles_trusts_spec.rb +126 -0
  141. data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +88 -0
  142. data/spec/models/post_webhooks_request_spec.rb +1 -1
  143. data/spec/models/put_deals_id_script_tag_environment_request_spec.rb +1 -1
  144. data/spec/models/put_webhooks_id_request_spec.rb +1 -1
  145. data/spec/models/update_investor_request_spec.rb +1 -1
  146. data/spec/models/v1_entities_address_spec.rb +1 -1
  147. data/spec/models/v1_entities_addresses_spec.rb +1 -1
  148. data/spec/models/v1_entities_attachment_spec.rb +1 -1
  149. data/spec/models/v1_entities_background_check_search_spec.rb +1 -1
  150. data/spec/models/v1_entities_bulk_upload_detail_spec.rb +1 -1
  151. data/spec/models/v1_entities_bulk_upload_details_spec.rb +1 -1
  152. data/spec/models/v1_entities_bulk_upload_spec.rb +1 -1
  153. data/spec/models/v1_entities_bulk_uploads_spec.rb +1 -1
  154. data/spec/models/v1_entities_company_deal_spec.rb +1 -1
  155. data/spec/models/v1_entities_company_deals_spec.rb +1 -1
  156. data/spec/models/v1_entities_company_spec.rb +1 -1
  157. data/spec/models/v1_entities_deal_enterprise_spec.rb +1 -1
  158. data/spec/models/v1_entities_deal_funding_metrics_spec.rb +1 -1
  159. data/spec/models/v1_entities_deal_investor_metrics_spec.rb +1 -1
  160. data/spec/models/v1_entities_deal_issuer_spec.rb +1 -1
  161. data/spec/models/v1_entities_deal_setup_spec.rb +1 -1
  162. data/spec/models/v1_entities_deal_setup_user_spec.rb +1 -1
  163. data/spec/models/v1_entities_deal_spec.rb +1 -1
  164. data/spec/models/v1_entities_deals_spec.rb +1 -1
  165. data/spec/models/v1_entities_express_wire_instruction_spec.rb +1 -1
  166. data/spec/models/v1_entities_express_wire_instructions_spec.rb +1 -1
  167. data/spec/models/v1_entities_generic_response_spec.rb +1 -1
  168. data/spec/models/v1_entities_investor_otp_access_link_spec.rb +1 -1
  169. data/spec/models/v1_entities_investor_profile_address_spec.rb +1 -1
  170. data/spec/models/v1_entities_investor_profile_corporation_spec.rb +1 -1
  171. data/spec/models/v1_entities_investor_profile_fields_account_holder_spec.rb +1 -1
  172. data/spec/models/v1_entities_investor_profile_fields_corporation_spec.rb +1 -1
  173. data/spec/models/v1_entities_investor_profile_fields_primary_holder_spec.rb +1 -1
  174. data/spec/models/v1_entities_investor_profile_fields_signing_officer_spec.rb +70 -0
  175. data/spec/models/v1_entities_investor_profile_fields_trust_spec.rb +1 -1
  176. data/spec/models/v1_entities_investor_profile_individual_spec.rb +1 -1
  177. data/spec/models/v1_entities_investor_profile_item_spec.rb +1 -1
  178. data/spec/models/v1_entities_investor_profile_joint_spec.rb +1 -1
  179. data/spec/models/v1_entities_investor_profile_owner_spec.rb +1 -1
  180. data/spec/models/v1_entities_investor_profile_trust_spec.rb +1 -1
  181. data/spec/models/v1_entities_investor_profiles_spec.rb +1 -1
  182. data/spec/models/v1_entities_investor_spec.rb +1 -1
  183. data/spec/models/v1_entities_investor_user_spec.rb +1 -1
  184. data/spec/models/v1_entities_investors_spec.rb +1 -1
  185. data/spec/models/v1_entities_presigned_url_result_spec.rb +1 -1
  186. data/spec/models/v1_entities_shareholder_spec.rb +1 -1
  187. data/spec/models/v1_entities_shareholders_spec.rb +1 -1
  188. data/spec/models/v1_entities_shareholders_tags_spec.rb +1 -1
  189. data/spec/models/v1_entities_subscription_agreement_spec.rb +1 -1
  190. data/spec/models/v1_entities_webhooks_deal_spec.rb +1 -1
  191. data/spec/models/v1_entities_webhooks_security_token_spec.rb +1 -1
  192. data/spec/models/v1_entities_webhooks_subscription_deal_spec.rb +1 -1
  193. data/spec/models/v1_entities_webhooks_subscription_deals_spec.rb +1 -1
  194. data/spec/models/v1_entities_webhooks_subscription_spec.rb +1 -1
  195. data/spec/spec_helper.rb +1 -1
  196. metadata +50 -34
  197. data/docs/CreateTrustProfileRequest.md +0 -68
  198. data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +0 -664
  199. data/spec/models/create_corporation_profile_request_spec.rb +0 -258
  200. data/spec/models/patch_corporation_profile_request_spec.rb +0 -264
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+ #DealMaker API
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+ ## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. This is the technical documentation for our API. There are tutorials and examples of integrations with our API available on our [knowledge centre](https://help.dealmaker.tech/training-centre) as well. # Libraries - Javascript - Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. Before you [generate an access token](#how-to-generate-an-access-token) your must first [create an application](#create-an-application) on your portal and retrieve the your client ID and secret ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://app.dealmaker.tech/developer/applications). To create an API Application, click on your user name in the top right corner to open a dropdown menu, and select \"Integrations\". Under the API settings tab, click the `Create New Application` button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-1.png) Name your application and assign the level of permissions for this application ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-2.png) Once your application is created, save in a secure space your client ID and secret. **WARNING**: The secret key will not be visible after you click the close button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-3.png) From the developer tab, you will be able to view and manage all the available applications ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-4.png) Each Application consists of a client id, secret and set of scopes. The scopes define what resources you want to have access to. The client ID and secret are used to generate an access token. You will need to create an application to use API endpoints. ## How to generate an access token After creating an application, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters: `token endpoint` - https://app.dealmaker.tech/oauth/token `grant_type` - must be set to `client_credentials` `client_id` - the Client ID displayed when you created the OAuth application in the previous step `client_secret` - the Client Secret displayed when you created the OAuth application in the previous step `scope` - the scope is established when you created the OAuth application in the previous step Note: The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one. To use the access token, you must set a plain text header named `Authorization` with the contents of the header being “Bearer XXX” where XXX is your generated access token. ### Example #### Postman Here's an example on how to generate the access token with Postman, where `{{CLIENT_ID}}` and `{{CLIENT_SECRET}}` are the values generated after following the steps on [Create an Application](#create-an-application) ![Get access token postman example](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/token-postman.png) # Status Codes ## Content-Type Header All responses are returned in JSON format. We specify this by sending the Content-Type header. ## Status Codes Below is a table containing descriptions of the various status codes we currently support against various resources. Sometimes your API call will generate an error. Here you will find additional information about what to expect if you don’t format your request properly, or we fail to properly process your request. | Status Code | Description | | ----------- | ----------- | | `200` | Success | | `403` | Forbidden | | `404` | Not found | # Pagination Pagination is used to divide large responses is smaller portions (pages). By default, all endpoints return a maximum of 25 records per page. You can change the number of records on a per request basis by passing a `per_page` parameter in the request header parameters. The largest supported `per_page` parameter is 100. When the response exceeds the `per_page` parameter, you can paginate through the records by increasing the `offset` parameter. Example: `offset=25` will return 25 records starting from 26th record. You may also paginate using the `page` parameter to indicate the page number you would like to show on the response. Please review the table below for the input parameters ## Inputs | Parameter | Description | | ---------- | ------------------------------------------------------------------------------- | | `per_page` | Amount of records included on each page (Default is 25) | | `page` | Page number | | `offset` | Amount of records offset on the API request where 0 represents the first record | ## Response Headers | Response Header | Description | | --------------- | -------------------------------------------- | | `X-Total` | Total number of records of response | | `X-Total-Pages` | Total number of pages of response | | `X-Per-Page` | Total number of records per page of response | | `X-Page` | Number of current page | | `X-Next-Page` | Number of next page | | `X-Prev-Page` | Number of previous page | | `X-Offset` | Total number of records offset | # Search and Filtering (The q parameter) The q optional parameter accepts a string as input and allows you to filter the request based on that string. Please note that search strings must be encoded according to ASCII. For example, \"john+investor&#64;dealmaker.tech\" should be passed as “john%2Binvestor%40dealmaker.tech”. There are two main ways to filter with it. ## Keyword filtering Some keywords allow you to filter investors based on a specific “scope” of the investors, for example using the string “Invited” will filter all investors with the status invited, and the keyword “Has attachments” will filter investors with attachments. Here’s a list of possible keywords and the “scope” each one of the keywords filters by: | Keywords | Scope | Decoded Example | Encoded Example | | ---------------------------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | Signed on \\(date range\\) | Investors who signed in the provided date range | Signed on (date range) [2020-07-01:2020-07-31] | `Signed%20on%20%28date%20range%29%20%5B2020-07-01%3A2020-07-31%5D` | | Enabled for countersignature on \\(date range\\) | Investors who were enabled for counter signature in the provided date range | Enabled for countersignature on (date range) [2022-05-24:2022-05-25] | `Enabled%20for%20countersignature%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Accepted on \\(date range\\) | Investors accepted in the provided date rage | Accepted on (date range) [2022-05-24:2022-05-25] | `Accepted%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Offline | Investors added to the deal offline | Offline | `Offline` | | Online | Investors added to the deal online | Online | `Online` | | Signed | Investors who signed their agreement | Signed | `Signed` | | Waiting for countersignature | Investors who have signed and are waiting for counter signature | Waiting for countersignature | `Waiting%20for%20countersignature` | | Invited | Investors on the Invited Status | Invited | `Invited` | | Accepted | Investors in the Accepted Status | Accepted | `Accepted` | | Questionnaire in progress | All Investors who have not finished completing the questionnaire | Questionnaire in progress | `Questionnaire%20in%20progress` | | Has attachments | All Investors with attachments | Has attachments | `Has%20attachments` | | Has notes | All Investors with notes | Has notes | `Has%20notes` | | Waiting for co-signature | Investors who have signed and are waiting for co-signature | Waiting for co-signature | `Waiting%20for%20co-signature` | | Background Check Approved | Investors with approved background check | Background Check Approved | `Background%20Check%20Approved` | | Document Review Pending | Investors with pending review | Document Review Pending | `Document%20Review%20Pending` | | Document Upload Pending | Investors with pending documents to upload | Document Upload Pending | `Document%20Upload%20Pending` | | Required adjudicator review | Investors who are required to be review by the adjudicator | Required adjudicator review | `Required%20adjudicator%20review` | --- **NOTE** Filtering keywords are case sensitive and need to be encoded --- ## Search String Any value for the parameter which does not match one of the keywords listed above, will use fields like `first name`, `last name`, `email`, `tags` to search for the investor. For example, if you search “Robert”, because this does not match one of the keywords listed above, it will then return any investors who have the string “Robert” in their name, email, or tags fields. # Versioning The latest version is v1. The version can be updated on the `Accept` header, just set the version as stated on the following example: ``` Accept:application/vnd.dealmaker-v1+json ``` | Version | Accept Header | | ------- | ----------------------------------- | | `v1` | application/vnd.dealmaker-`v1`+json | # SDK’s For instruction on installing SDKs, please view the following links - [Javascript](https://github.com/DealMakerTech/api/tree/main/v1/clients/javascript) - [Ruby](https://github.com/DealMakerTech/api/tree/main/v1/clients/ruby) # Webhooks Our webhooks functionality allows clients to automatically receive updates on a deal's investor data. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) Via webhooks clients can subscribe to the following events as they happen on Dealmaker: - Investor is created - Investor details are updated (any of the investor details above change or are updated) - Investor has signed their agreement - Invertor fully funded their investment - Investor has been accepted - Investor is deleted A URL supplied by the client will receive all the events with the information as part of the payload. Clients are able to add and update the URL within DealMaker. ## Configuration For a comprehensive guide on how to configure Webhooks please visit our support article: [Configuring Webhooks on DealMaker – DealMaker Support](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker). As a developer user on DealMaker, you are able to configure webhooks by following the steps below: 1. Sign into Dealmaker 2. Go to **“Your profile”** in the top right corner 3. Access an **“Integrations”** configuration via the left menu 4. The developer configures webhooks by including: - The HTTPS URL where the request will be sent - Optionally, a security token that we would use to build a SHA1 hash that would be included in the request headers. The name of the header is `X-DealMaker-Signature`. If the secret is not specified, the hash won’t be included in the headers. - The Deal(s) to include in the webhook subscription - An email address that will be used to notify about errors. 5. The developers can disable webhooks temporarily if needed ## Specification ### Events The initial set of events will be related to the investor. The events are: 1. `investor.created` - Triggers every time a new investor is added to a deal 2. `investor.updated` - Triggers on updates to any of the following fields: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - Tags - When the investor status is signed, the payload also includes a link to the signed document; the link expires after 30 minutes 3. `investor.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `investor.deleted` - Triggers when the investor is removed from the deal - The investor key of the payload only includes investor ID - The deal is not included in the payload. Due to our implementation it’s impossible to retrieve the deal the investor was part of ### Requests - The request is a `POST` - The payload’s `content-type` is `application/json` - Only `2XX` responses are considered successful. In the event of a different response, we consider it failed and queue the event for retry - We retry the request five times, after the initial attempt. Doubling the waiting time between intervals with each try. The first retry happens after 30 seconds, then 60 seconds, 2 mins, 4 minutes, and 8 minutes. This timing scheme gives the receiver about 1 hour if all the requests fail - If an event fails all the attempts to be delivered, we send an email to the address that the user configured ### Payload #### Common Properties There will be some properties that are common to all the events on the system. | Key | Type | Description | | ----------------- | ------ | -------------------------------------------------------------------------------------- | | event | String | The event that triggered the call | | event_id | String | A unique identifier for the event | | deal<sup>\\*</sup> | Object | The deal in which the event occurred. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State Here is a brief description of each investor state: - **Draft:** the investor is added to the platform but hasn't been invited yet and cannot access the portal - **Invited:** the investor was added to the platform but hasn’t completed the questionnaire - **Signed:** the investor signed the document (needs approval from Lawyer or Reviewer before countersignature) - **Waiting:** the investor was approved for countersignature by any of the Lawyers or Reviewers in the deal - **Accepted:** the investor's agreement was countersigned by the Signatory - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
5
+
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+ The version of the OpenAPI document: 1.75.0
7
+
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+ Generated by: https://openapi-generator.tech
9
+ OpenAPI Generator version: 7.0.1-SNAPSHOT
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+
11
+ =end
12
+
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+ require 'date'
14
+ require 'time'
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+
16
+ module DealMakerAPI
17
+ class PatchInvestorProfilesCorporationsBeneficialOwnersInner
18
+ # The index of the beneficial owner.
19
+ attr_accessor :index
20
+
21
+ # If true, this entry will be cleared.
22
+ attr_accessor :_delete
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+
24
+ # The list of first names for the beneficial owners (required for beneficial owner 1).
25
+ attr_accessor :first_name
26
+
27
+ # The list of last names for the beneficial owners (required for beneficial owner 1).
28
+ attr_accessor :last_name
29
+
30
+ # The list of suffixes for the beneficial owners.
31
+ attr_accessor :suffix
32
+
33
+ # The list of street addresses for the beneficial owners (required for beneficial owner 1).
34
+ attr_accessor :street_address
35
+
36
+ # The list of street address line 2 for the beneficial owners.
37
+ attr_accessor :unit2
38
+
39
+ # The list of cities for the beneficial owners (required for beneficial owner 1).
40
+ attr_accessor :city
41
+
42
+ # The list of region or states for the beneficial owners (required for beneficial owner 1).
43
+ attr_accessor :region
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+
45
+ # The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1).
46
+ attr_accessor :postal_code
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+
48
+ # The list of dates of birth for the beneficial owners (required for beneficial owner 1).
49
+ attr_accessor :date_of_birth
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+
51
+ # The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1).
52
+ attr_accessor :taxpayer_id
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+
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+ # The list of phone numbers for the beneficial owners (required for beneficial owner 1).
55
+ attr_accessor :phone_number
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+
57
+ # Attribute mapping from ruby-style variable name to JSON key.
58
+ def self.attribute_map
59
+ {
60
+ :'index' => :'index',
61
+ :'_delete' => :'_delete',
62
+ :'first_name' => :'first_name',
63
+ :'last_name' => :'last_name',
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+ :'suffix' => :'suffix',
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+ :'street_address' => :'street_address',
66
+ :'unit2' => :'unit2',
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+ :'city' => :'city',
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+ :'region' => :'region',
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+ :'postal_code' => :'postal_code',
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+ :'date_of_birth' => :'date_of_birth',
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+ :'taxpayer_id' => :'taxpayer_id',
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+ :'phone_number' => :'phone_number'
73
+ }
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+ end
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+
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+ # Returns all the JSON keys this model knows about
77
+ def self.acceptable_attributes
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+ attribute_map.values
79
+ end
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+
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+ # Attribute type mapping.
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+ def self.openapi_types
83
+ {
84
+ :'index' => :'Integer',
85
+ :'_delete' => :'Boolean',
86
+ :'first_name' => :'String',
87
+ :'last_name' => :'String',
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+ :'suffix' => :'String',
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+ :'street_address' => :'String',
90
+ :'unit2' => :'String',
91
+ :'city' => :'String',
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+ :'region' => :'String',
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+ :'postal_code' => :'String',
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+ :'date_of_birth' => :'String',
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+ :'taxpayer_id' => :'String',
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+ :'phone_number' => :'String'
97
+ }
98
+ end
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+
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+ # List of attributes with nullable: true
101
+ def self.openapi_nullable
102
+ Set.new([
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+ ])
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+ end
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+
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+ # Initializes the object
107
+ # @param [Hash] attributes Model attributes in the form of hash
108
+ def initialize(attributes = {})
109
+ if (!attributes.is_a?(Hash))
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+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::PatchInvestorProfilesCorporationsBeneficialOwnersInner` initialize method"
111
+ end
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+
113
+ # check to see if the attribute exists and convert string to symbol for hash key
114
+ attributes = attributes.each_with_object({}) { |(k, v), h|
115
+ if (!self.class.attribute_map.key?(k.to_sym))
116
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::PatchInvestorProfilesCorporationsBeneficialOwnersInner`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
117
+ end
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+ h[k.to_sym] = v
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+ }
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+
121
+ if attributes.key?(:'index')
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+ self.index = attributes[:'index']
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+ else
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+ self.index = nil
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+ end
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+
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+ if attributes.key?(:'_delete')
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+ self._delete = attributes[:'_delete']
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+ end
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+
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+ if attributes.key?(:'first_name')
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+ self.first_name = attributes[:'first_name']
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+ end
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+
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+ if attributes.key?(:'last_name')
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+ self.last_name = attributes[:'last_name']
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+ end
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+
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+ if attributes.key?(:'suffix')
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+ self.suffix = attributes[:'suffix']
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+ end
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+
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+ if attributes.key?(:'street_address')
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+ self.street_address = attributes[:'street_address']
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+ end
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+
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+ if attributes.key?(:'unit2')
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+ self.unit2 = attributes[:'unit2']
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+ end
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+
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+ if attributes.key?(:'city')
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+ self.city = attributes[:'city']
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+ end
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+
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+ if attributes.key?(:'region')
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+ self.region = attributes[:'region']
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+ end
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+
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+ if attributes.key?(:'postal_code')
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+ self.postal_code = attributes[:'postal_code']
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+ end
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+
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+ if attributes.key?(:'date_of_birth')
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+ self.date_of_birth = attributes[:'date_of_birth']
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+ end
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+
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+ if attributes.key?(:'taxpayer_id')
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+ self.taxpayer_id = attributes[:'taxpayer_id']
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+ end
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+
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+ if attributes.key?(:'phone_number')
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+ self.phone_number = attributes[:'phone_number']
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+ end
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+ end
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+
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+ # Show invalid properties with the reasons. Usually used together with valid?
177
+ # @return Array for valid properties with the reasons
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+ def list_invalid_properties
179
+ warn '[DEPRECATED] the `list_invalid_properties` method is obsolete'
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+ invalid_properties = Array.new
181
+ if @index.nil?
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+ invalid_properties.push('invalid value for "index", index cannot be nil.')
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+ end
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+
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+ invalid_properties
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+ end
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+
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+ # Check to see if the all the properties in the model are valid
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+ # @return true if the model is valid
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+ def valid?
191
+ warn '[DEPRECATED] the `valid?` method is obsolete'
192
+ return false if @index.nil?
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+ true
194
+ end
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+
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+ # Checks equality by comparing each attribute.
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+ # @param [Object] Object to be compared
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+ def ==(o)
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+ return true if self.equal?(o)
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+ self.class == o.class &&
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+ index == o.index &&
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+ _delete == o._delete &&
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+ first_name == o.first_name &&
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+ last_name == o.last_name &&
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+ suffix == o.suffix &&
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+ street_address == o.street_address &&
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+ unit2 == o.unit2 &&
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+ city == o.city &&
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+ region == o.region &&
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+ postal_code == o.postal_code &&
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+ date_of_birth == o.date_of_birth &&
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+ taxpayer_id == o.taxpayer_id &&
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+ phone_number == o.phone_number
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+ end
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+
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+ # @see the `==` method
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+ # @param [Object] Object to be compared
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+ def eql?(o)
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+ self == o
220
+ end
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+
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+ # Calculates hash code according to all attributes.
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+ # @return [Integer] Hash code
224
+ def hash
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+ [index, _delete, first_name, last_name, suffix, street_address, unit2, city, region, postal_code, date_of_birth, taxpayer_id, phone_number].hash
226
+ end
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+
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+ # Builds the object from hash
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+ # @param [Hash] attributes Model attributes in the form of hash
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+ # @return [Object] Returns the model itself
231
+ def self.build_from_hash(attributes)
232
+ return nil unless attributes.is_a?(Hash)
233
+ attributes = attributes.transform_keys(&:to_sym)
234
+ transformed_hash = {}
235
+ openapi_types.each_pair do |key, type|
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+ if attributes.key?(attribute_map[key]) && attributes[attribute_map[key]].nil?
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+ transformed_hash["#{key}"] = nil
238
+ elsif type =~ /\AArray<(.*)>/i
239
+ # check to ensure the input is an array given that the attribute
240
+ # is documented as an array but the input is not
241
+ if attributes[attribute_map[key]].is_a?(Array)
242
+ transformed_hash["#{key}"] = attributes[attribute_map[key]].map { |v| _deserialize($1, v) }
243
+ end
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+ elsif !attributes[attribute_map[key]].nil?
245
+ transformed_hash["#{key}"] = _deserialize(type, attributes[attribute_map[key]])
246
+ end
247
+ end
248
+ new(transformed_hash)
249
+ end
250
+
251
+ # Deserializes the data based on type
252
+ # @param string type Data type
253
+ # @param string value Value to be deserialized
254
+ # @return [Object] Deserialized data
255
+ def self._deserialize(type, value)
256
+ case type.to_sym
257
+ when :Time
258
+ Time.parse(value)
259
+ when :Date
260
+ Date.parse(value)
261
+ when :String
262
+ value.to_s
263
+ when :Integer
264
+ value.to_i
265
+ when :Float
266
+ value.to_f
267
+ when :Boolean
268
+ if value.to_s =~ /\A(true|t|yes|y|1)\z/i
269
+ true
270
+ else
271
+ false
272
+ end
273
+ when :Object
274
+ # generic object (usually a Hash), return directly
275
+ value
276
+ when /\AArray<(?<inner_type>.+)>\z/
277
+ inner_type = Regexp.last_match[:inner_type]
278
+ value.map { |v| _deserialize(inner_type, v) }
279
+ when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
280
+ k_type = Regexp.last_match[:k_type]
281
+ v_type = Regexp.last_match[:v_type]
282
+ {}.tap do |hash|
283
+ value.each do |k, v|
284
+ hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
285
+ end
286
+ end
287
+ else # model
288
+ # models (e.g. Pet) or oneOf
289
+ klass = DealMakerAPI.const_get(type)
290
+ klass.respond_to?(:openapi_one_of) ? klass.build(value) : klass.build_from_hash(value)
291
+ end
292
+ end
293
+
294
+ # Returns the string representation of the object
295
+ # @return [String] String presentation of the object
296
+ def to_s
297
+ to_hash.to_s
298
+ end
299
+
300
+ # to_body is an alias to to_hash (backward compatibility)
301
+ # @return [Hash] Returns the object in the form of hash
302
+ def to_body
303
+ to_hash
304
+ end
305
+
306
+ # Returns the object in the form of hash
307
+ # @return [Hash] Returns the object in the form of hash
308
+ def to_hash
309
+ hash = {}
310
+ self.class.attribute_map.each_pair do |attr, param|
311
+ value = self.send(attr)
312
+ if value.nil?
313
+ is_nullable = self.class.openapi_nullable.include?(attr)
314
+ next if !is_nullable || (is_nullable && !instance_variable_defined?(:"@#{attr}"))
315
+ end
316
+
317
+ hash[param] = _to_hash(value)
318
+ end
319
+ hash
320
+ end
321
+
322
+ # Outputs non-array value in the form of hash
323
+ # For object, use to_hash. Otherwise, just return the value
324
+ # @param [Object] value Any valid value
325
+ # @return [Hash] Returns the value in the form of hash
326
+ def _to_hash(value)
327
+ if value.is_a?(Array)
328
+ value.compact.map { |v| _to_hash(v) }
329
+ elsif value.is_a?(Hash)
330
+ {}.tap do |hash|
331
+ value.each { |k, v| hash[k] = _to_hash(v) }
332
+ end
333
+ elsif value.respond_to? :to_hash
334
+ value.to_hash
335
+ else
336
+ value
337
+ end
338
+ end
339
+
340
+ end
341
+
342
+ end
@@ -6,7 +6,7 @@
6
6
  The version of the OpenAPI document: 1.75.0
7
7
 
8
8
  Generated by: https://openapi-generator.tech
9
- OpenAPI Generator version: 7.0.0-SNAPSHOT
9
+ OpenAPI Generator version: 7.0.1-SNAPSHOT
10
10
 
11
11
  =end
12
12
 
@@ -14,7 +14,8 @@ require 'date'
14
14
  require 'time'
15
15
 
16
16
  module DealMakerAPI
17
- class PatchIndividualProfileRequest
17
+ # Patch individual investor profile.
18
+ class PatchInvestorProfilesIndividuals
18
19
  # The United States accredited investor information.
19
20
  attr_accessor :us_accredited_category
20
21
 
@@ -39,9 +40,6 @@ module DealMakerAPI
39
40
  # The phone number of the investor profile.
40
41
  attr_accessor :phone_number
41
42
 
42
- # The country of the individual investor profile.
43
- attr_accessor :country
44
-
45
43
  # The street address of the individual investor profile.
46
44
  attr_accessor :street_address
47
45
 
@@ -99,7 +97,6 @@ module DealMakerAPI
99
97
  :'date_of_birth' => :'date_of_birth',
100
98
  :'taxpayer_id' => :'taxpayer_id',
101
99
  :'phone_number' => :'phone_number',
102
- :'country' => :'country',
103
100
  :'street_address' => :'street_address',
104
101
  :'unit2' => :'unit2',
105
102
  :'city' => :'city',
@@ -127,7 +124,6 @@ module DealMakerAPI
127
124
  :'date_of_birth' => :'String',
128
125
  :'taxpayer_id' => :'String',
129
126
  :'phone_number' => :'String',
130
- :'country' => :'String',
131
127
  :'street_address' => :'String',
132
128
  :'unit2' => :'String',
133
129
  :'city' => :'String',
@@ -149,13 +145,13 @@ module DealMakerAPI
149
145
  # @param [Hash] attributes Model attributes in the form of hash
150
146
  def initialize(attributes = {})
151
147
  if (!attributes.is_a?(Hash))
152
- fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::PatchIndividualProfileRequest` initialize method"
148
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::PatchInvestorProfilesIndividuals` initialize method"
153
149
  end
154
150
 
155
151
  # check to see if the attribute exists and convert string to symbol for hash key
156
152
  attributes = attributes.each_with_object({}) { |(k, v), h|
157
153
  if (!self.class.attribute_map.key?(k.to_sym))
158
- fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::PatchIndividualProfileRequest`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
154
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::PatchInvestorProfilesIndividuals`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
159
155
  end
160
156
  h[k.to_sym] = v
161
157
  }
@@ -192,10 +188,6 @@ module DealMakerAPI
192
188
  self.phone_number = attributes[:'phone_number']
193
189
  end
194
190
 
195
- if attributes.key?(:'country')
196
- self.country = attributes[:'country']
197
- end
198
-
199
191
  if attributes.key?(:'street_address')
200
192
  self.street_address = attributes[:'street_address']
201
193
  end
@@ -281,7 +273,6 @@ module DealMakerAPI
281
273
  date_of_birth == o.date_of_birth &&
282
274
  taxpayer_id == o.taxpayer_id &&
283
275
  phone_number == o.phone_number &&
284
- country == o.country &&
285
276
  street_address == o.street_address &&
286
277
  unit2 == o.unit2 &&
287
278
  city == o.city &&
@@ -301,7 +292,7 @@ module DealMakerAPI
301
292
  # Calculates hash code according to all attributes.
302
293
  # @return [Integer] Hash code
303
294
  def hash
304
- [us_accredited_category, ca_accredited_investor, first_name, last_name, suffix, date_of_birth, taxpayer_id, phone_number, country, street_address, unit2, city, region, postal_code, income, net_worth, reg_cf_prior_offerings_amount].hash
295
+ [us_accredited_category, ca_accredited_investor, first_name, last_name, suffix, date_of_birth, taxpayer_id, phone_number, street_address, unit2, city, region, postal_code, income, net_worth, reg_cf_prior_offerings_amount].hash
305
296
  end
306
297
 
307
298
  # Builds the object from hash
@@ -6,7 +6,7 @@
6
6
  The version of the OpenAPI document: 1.75.0
7
7
 
8
8
  Generated by: https://openapi-generator.tech
9
- OpenAPI Generator version: 7.0.0-SNAPSHOT
9
+ OpenAPI Generator version: 7.0.1-SNAPSHOT
10
10
 
11
11
  =end
12
12
 
@@ -14,7 +14,8 @@ require 'date'
14
14
  require 'time'
15
15
 
16
16
  module DealMakerAPI
17
- class PatchJointProfileRequest
17
+ # Patch joint investor profile
18
+ class PatchInvestorProfilesJoints
18
19
  # The United States accredited investor information.
19
20
  attr_accessor :us_accredited_category
20
21
 
@@ -33,9 +34,6 @@ module DealMakerAPI
33
34
  # The suffix of the investor profile.
34
35
  attr_accessor :suffix
35
36
 
36
- # The country the investor profile.
37
- attr_accessor :country
38
-
39
37
  # The street address of the investor profile.
40
38
  attr_accessor :street_address
41
39
 
@@ -78,9 +76,6 @@ module DealMakerAPI
78
76
  # The suffix of the individual investor profile.
79
77
  attr_accessor :joint_holder_suffix
80
78
 
81
- # The joint holder country of the investor profile.
82
- attr_accessor :joint_holder_country
83
-
84
79
  # The joint holder street address of the investor profile.
85
80
  attr_accessor :joint_holder_street_address
86
81
 
@@ -133,7 +128,6 @@ module DealMakerAPI
133
128
  :'first_name' => :'first_name',
134
129
  :'last_name' => :'last_name',
135
130
  :'suffix' => :'suffix',
136
- :'country' => :'country',
137
131
  :'street_address' => :'street_address',
138
132
  :'unit2' => :'unit2',
139
133
  :'city' => :'city',
@@ -148,7 +142,6 @@ module DealMakerAPI
148
142
  :'joint_holder_first_name' => :'joint_holder_first_name',
149
143
  :'joint_holder_last_name' => :'joint_holder_last_name',
150
144
  :'joint_holder_suffix' => :'joint_holder_suffix',
151
- :'joint_holder_country' => :'joint_holder_country',
152
145
  :'joint_holder_street_address' => :'joint_holder_street_address',
153
146
  :'joint_holder_unit2' => :'joint_holder_unit2',
154
147
  :'joint_holder_city' => :'joint_holder_city',
@@ -173,7 +166,6 @@ module DealMakerAPI
173
166
  :'first_name' => :'String',
174
167
  :'last_name' => :'String',
175
168
  :'suffix' => :'String',
176
- :'country' => :'String',
177
169
  :'street_address' => :'String',
178
170
  :'unit2' => :'String',
179
171
  :'city' => :'String',
@@ -188,7 +180,6 @@ module DealMakerAPI
188
180
  :'joint_holder_first_name' => :'String',
189
181
  :'joint_holder_last_name' => :'String',
190
182
  :'joint_holder_suffix' => :'String',
191
- :'joint_holder_country' => :'String',
192
183
  :'joint_holder_street_address' => :'String',
193
184
  :'joint_holder_unit2' => :'String',
194
185
  :'joint_holder_city' => :'String',
@@ -209,13 +200,13 @@ module DealMakerAPI
209
200
  # @param [Hash] attributes Model attributes in the form of hash
210
201
  def initialize(attributes = {})
211
202
  if (!attributes.is_a?(Hash))
212
- fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::PatchJointProfileRequest` initialize method"
203
+ fail ArgumentError, "The input argument (attributes) must be a hash in `DealMakerAPI::PatchInvestorProfilesJoints` initialize method"
213
204
  end
214
205
 
215
206
  # check to see if the attribute exists and convert string to symbol for hash key
216
207
  attributes = attributes.each_with_object({}) { |(k, v), h|
217
208
  if (!self.class.attribute_map.key?(k.to_sym))
218
- fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::PatchJointProfileRequest`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
209
+ fail ArgumentError, "`#{k}` is not a valid attribute in `DealMakerAPI::PatchInvestorProfilesJoints`. Please check the name to make sure it's valid. List of attributes: " + self.class.attribute_map.keys.inspect
219
210
  end
220
211
  h[k.to_sym] = v
221
212
  }
@@ -244,10 +235,6 @@ module DealMakerAPI
244
235
  self.suffix = attributes[:'suffix']
245
236
  end
246
237
 
247
- if attributes.key?(:'country')
248
- self.country = attributes[:'country']
249
- end
250
-
251
238
  if attributes.key?(:'street_address')
252
239
  self.street_address = attributes[:'street_address']
253
240
  end
@@ -304,10 +291,6 @@ module DealMakerAPI
304
291
  self.joint_holder_suffix = attributes[:'joint_holder_suffix']
305
292
  end
306
293
 
307
- if attributes.key?(:'joint_holder_country')
308
- self.joint_holder_country = attributes[:'joint_holder_country']
309
- end
310
-
311
294
  if attributes.key?(:'joint_holder_street_address')
312
295
  self.joint_holder_street_address = attributes[:'joint_holder_street_address']
313
296
  end
@@ -399,7 +382,6 @@ module DealMakerAPI
399
382
  first_name == o.first_name &&
400
383
  last_name == o.last_name &&
401
384
  suffix == o.suffix &&
402
- country == o.country &&
403
385
  street_address == o.street_address &&
404
386
  unit2 == o.unit2 &&
405
387
  city == o.city &&
@@ -414,7 +396,6 @@ module DealMakerAPI
414
396
  joint_holder_first_name == o.joint_holder_first_name &&
415
397
  joint_holder_last_name == o.joint_holder_last_name &&
416
398
  joint_holder_suffix == o.joint_holder_suffix &&
417
- joint_holder_country == o.joint_holder_country &&
418
399
  joint_holder_street_address == o.joint_holder_street_address &&
419
400
  joint_holder_unit2 == o.joint_holder_unit2 &&
420
401
  joint_holder_city == o.joint_holder_city &&
@@ -433,7 +414,7 @@ module DealMakerAPI
433
414
  # Calculates hash code according to all attributes.
434
415
  # @return [Integer] Hash code
435
416
  def hash
436
- [us_accredited_category, ca_accredited_investor, joint_type, first_name, last_name, suffix, country, street_address, unit2, city, region, postal_code, date_of_birth, taxpayer_id, phone_number, income, net_worth, reg_cf_prior_offerings_amount, joint_holder_first_name, joint_holder_last_name, joint_holder_suffix, joint_holder_country, joint_holder_street_address, joint_holder_unit2, joint_holder_city, joint_holder_region, joint_holder_postal_code, joint_holder_date_of_birth, joint_holder_taxpayer_id].hash
417
+ [us_accredited_category, ca_accredited_investor, joint_type, first_name, last_name, suffix, street_address, unit2, city, region, postal_code, date_of_birth, taxpayer_id, phone_number, income, net_worth, reg_cf_prior_offerings_amount, joint_holder_first_name, joint_holder_last_name, joint_holder_suffix, joint_holder_street_address, joint_holder_unit2, joint_holder_city, joint_holder_region, joint_holder_postal_code, joint_holder_date_of_birth, joint_holder_taxpayer_id].hash
437
418
  end
438
419
 
439
420
  # Builds the object from hash