DealMakerAPI 0.85.3 → 0.85.4
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- checksums.yaml +4 -4
- data/README.md +15 -12
- data/docs/InvestorProfileApi.md +48 -54
- data/docs/{PatchCorporationProfileRequest.md → PatchInvestorProfilesCorporations.md} +4 -34
- 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} +4 -30
- 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/lib/DealMakerAPI/api/investor_profile_api.rb +75 -63
- 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} +5 -14
- data/lib/DealMakerAPI/models/{patch_joint_profile_request.rb → patch_investor_profiles_joints.rb} +5 -24
- data/lib/DealMakerAPI/models/{patch_trust_profile_request.rb → patch_investor_profiles_trusts.rb} +5 -24
- data/lib/DealMakerAPI/models/{create_corporation_profile_request.rb → post_investor_profiles_corporations.rb} +14 -166
- 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} +5 -14
- data/lib/DealMakerAPI/models/{create_joint_profile_request.rb → post_investor_profiles_joints.rb} +5 -24
- data/lib/DealMakerAPI/models/{create_trust_profile_request.rb → post_investor_profiles_trusts.rb} +12 -142
- data/lib/DealMakerAPI/models/post_investor_profiles_trusts_trustees_inner.rb +305 -0
- data/lib/DealMakerAPI/version.rb +1 -1
- data/lib/DealMakerAPI.rb +11 -8
- data/spec/api/investor_profile_api_spec.rb +8 -8
- 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} +6 -18
- data/spec/models/{create_joint_profile_request_spec.rb → patch_investor_profiles_joints_spec.rb} +6 -24
- data/spec/models/{patch_trust_profile_request_spec.rb → patch_investor_profiles_trusts_spec.rb} +6 -18
- 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} +30 -30
- data/spec/models/{patch_individual_profile_request_spec.rb → post_investor_profiles_individuals_spec.rb} +12 -12
- data/spec/models/{patch_joint_profile_request_spec.rb → post_investor_profiles_joints_spec.rb} +12 -18
- data/spec/models/post_investor_profiles_trusts_spec.rb +126 -0
- data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +88 -0
- metadata +46 -34
- data/docs/CreateTrustProfileRequest.md +0 -68
- data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +0 -686
- data/spec/models/create_corporation_profile_request_spec.rb +0 -270
- data/spec/models/patch_corporation_profile_request_spec.rb +0 -276
@@ -1,4 +1,4 @@
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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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| **us_accredited_category** | **String** | The United States accredited investor information. | [optional] |
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| **ca_accredited_investor** | **String** | The Canadian accredited investor information. | [optional] |
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| **name** | **String** | The name of the corporation (required). | [optional] |
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| **country** | **String** | The country of the corporation (required). | [optional] |
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| **street_address** | **String** | The street address of the corporation (required). | [optional] |
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| **unit2** | **String** | The street address line 2 of the corporation. | [optional] |
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| **city** | **String** | The city of the corporation (required). | [optional] |
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| **signing_officer_first_name** | **String** | The first name of the signing officer (required). | [optional] |
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| **signing_officer_last_name** | **String** | The last name of the signing officer (required). | [optional] |
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| **signing_officer_suffix** | **String** | The suffix of the signing officer. | [optional] |
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| **signing_officer_country** | **String** | The country of the signing officer (required). | [optional] |
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| **signing_officer_street_address** | **String** | The street address of the signing officer (required). | [optional] |
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| **signing_officer_unit2** | **String** | The street address line 2 of the signing officer. | [optional] |
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| **signing_officer_city** | **String** | The city of the signing officer (required). | [optional] |
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| **signing_officer_date_of_birth** | **String** | The date of birth of the signing officer (required). | [optional] |
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| **signing_officer_taxpayer_id** | **String** | The taxpayer identification number of the signing officer (required). | [optional] |
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| **signing_officer_phone_number** | **String** | The phone number of the signing officer (required). | [optional] |
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| **beneficial_owners_last_name** | **Array<String>** | The list of last names for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_suffix** | **Array<String>** | The list of suffixes for the beneficial owners. | [optional] |
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| **beneficial_owners_country** | **Array<String>** | The list of countries for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_street_address** | **Array<String>** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_unit2** | **Array<String>** | The list of street address line 2 for the beneficial owners. | [optional] |
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| **beneficial_owners_city** | **Array<String>** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_region** | **Array<String>** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_date_of_birth** | **Array<String>** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_taxpayer_id** | **Array<String>** | The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners_phone_number** | **Array<String>** | The list of phone numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **beneficial_owners** | [**Array<PostInvestorProfilesCorporationsBeneficialOwnersInner>**](PostInvestorProfilesCorporationsBeneficialOwnersInner.md) | | [optional] |
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## Example
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```ruby
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require 'DealMakerAPI'
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instance = DealMakerAPI::
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instance = DealMakerAPI::PostInvestorProfilesCorporations.new(
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email: null,
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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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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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signing_officer_first_name: null,
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signing_officer_last_name: null,
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signing_officer_suffix: null,
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signing_officer_country: null,
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signing_officer_street_address: null,
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signing_officer_unit2: null,
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signing_officer_city: null,
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signing_officer_date_of_birth: null,
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signing_officer_taxpayer_id: null,
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signing_officer_phone_number: null,
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beneficial_owners_last_name: null,
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beneficial_owners_suffix: null,
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beneficial_owners_country: null,
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beneficial_owners_street_address: null,
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beneficial_owners_unit2: null,
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beneficial_owners_city: null,
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beneficial_owners_region: null,
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beneficial_owners_postal_code: null,
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beneficial_owners_date_of_birth: null,
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beneficial_owners_taxpayer_id: null,
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beneficial_owners_phone_number: null
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beneficial_owners: null
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)
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```
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# DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner
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## Properties
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **first_name** | **String** | The list of first names for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **last_name** | **String** | The list of last names for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **suffix** | **String** | The list of suffixes for the beneficial owners. | [optional] |
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| **street_address** | **String** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **unit2** | **String** | The list of street address line 2 for the beneficial owners. | [optional] |
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| **city** | **String** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **region** | **String** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **postal_code** | **String** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **date_of_birth** | **String** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **taxpayer_id** | **String** | The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
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| **phone_number** | **String** | The list of phone numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
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## Example
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```ruby
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require 'DealMakerAPI'
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instance = DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner.new(
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first_name: null,
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last_name: null,
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suffix: null,
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street_address: null,
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unit2: null,
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city: null,
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region: null,
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postal_code: null,
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date_of_birth: null,
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taxpayer_id: null,
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phone_number: null
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)
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```
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# DealMakerAPI::
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# DealMakerAPI::PostInvestorProfilesIndividuals
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## Properties
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| **date_of_birth** | **String** | The date of birth of the investor profile (required) | [optional] |
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| **taxpayer_id** | **String** | The taxpayer identification number of the investor profile (required) | [optional] |
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| **phone_number** | **String** | The phone number of the investor profile (required) | [optional] |
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| **country** | **String** | The country of the individual investor profile (required) | [optional] |
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| **street_address** | **String** | The street address of the individual investor profile (required) | [optional] |
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| **unit2** | **String** | The street address line 2 of the individual investor profile | [optional] |
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| **city** | **String** | The city of the individual investor profile (required) | [optional] |
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```ruby
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require 'DealMakerAPI'
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instance = DealMakerAPI::
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instance = DealMakerAPI::PostInvestorProfilesIndividuals.new(
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email: null,
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us_accredited_category: null,
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ca_accredited_investor: null,
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date_of_birth: null,
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taxpayer_id: 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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# DealMakerAPI::
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# DealMakerAPI::PostInvestorProfilesJoints
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## Properties
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| **first_name** | **String** | The first name of the primary holder (required). | [optional] |
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| **last_name** | **String** | The last name of the primary holder (required). | [optional] |
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| **suffix** | **String** | The suffix of the primary holder. | [optional] |
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| **country** | **String** | The country the primary holder (required). | [optional] |
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| **street_address** | **String** | The street address of the primary holder (required). | [optional] |
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| **unit2** | **String** | The street address line 2 of the primary holder. | [optional] |
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| **city** | **String** | The city of the primary holder (required). | [optional] |
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| **joint_holder_first_name** | **String** | The first name of the joint holder (required). | [optional] |
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| **joint_holder_last_name** | **String** | The last name of the joint holder (required). | [optional] |
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| **joint_holder_suffix** | **String** | The suffix of the joint holder. | [optional] |
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| **joint_holder_country** | **String** | The country of the joint holder (required). | [optional] |
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| **joint_holder_street_address** | **String** | The street address of the joint holder (required). | [optional] |
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| **joint_holder_unit2** | **String** | The street address line 2 of the joint holder. | [optional] |
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| **joint_holder_city** | **String** | The city of the joint holder (required). | [optional] |
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@@ -40,7 +38,7 @@
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```ruby
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require 'DealMakerAPI'
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instance = DealMakerAPI::
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instance = DealMakerAPI::PostInvestorProfilesJoints.new(
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email: null,
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us_accredited_category: null,
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ca_accredited_investor: null,
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@@ -48,7 +46,6 @@ instance = DealMakerAPI::CreateJointProfileRequest.new(
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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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@@ -63,7 +60,6 @@ instance = DealMakerAPI::CreateJointProfileRequest.new(
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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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@@ -0,0 +1,46 @@
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# DealMakerAPI::PostInvestorProfilesTrusts
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## Properties
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| Name | Type | Description | Notes |
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6
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+
| ---- | ---- | ----------- | ----- |
|
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
|
+
|