DealMakerAPI 0.85.3 → 0.85.5

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (45) hide show
  1. checksums.yaml +4 -4
  2. data/README.md +15 -12
  3. data/docs/InvestorProfileApi.md +48 -54
  4. data/docs/{PatchCorporationProfileRequest.md → PatchInvestorProfilesCorporations.md} +4 -34
  5. data/docs/PatchInvestorProfilesCorporationsBeneficialOwnersInner.md +42 -0
  6. data/docs/{PatchIndividualProfileRequest.md → PatchInvestorProfilesIndividuals.md} +2 -4
  7. data/docs/{PatchJointProfileRequest.md → PatchInvestorProfilesJoints.md} +2 -6
  8. data/docs/{PatchTrustProfileRequest.md → PatchInvestorProfilesTrusts.md} +2 -6
  9. data/docs/{CreateCorporationProfileRequest.md → PostInvestorProfilesCorporations.md} +4 -30
  10. data/docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md +38 -0
  11. data/docs/{CreateIndividualProfileRequest.md → PostInvestorProfilesIndividuals.md} +2 -4
  12. data/docs/{CreateJointProfileRequest.md → PostInvestorProfilesJoints.md} +2 -6
  13. data/docs/PostInvestorProfilesTrusts.md +46 -0
  14. data/docs/PostInvestorProfilesTrustsTrusteesInner.md +36 -0
  15. data/lib/DealMakerAPI/api/investor_profile_api.rb +75 -63
  16. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations.rb +503 -0
  17. data/lib/DealMakerAPI/models/patch_investor_profiles_corporations_beneficial_owners_inner.rb +342 -0
  18. data/lib/DealMakerAPI/models/{patch_individual_profile_request.rb → patch_investor_profiles_individuals.rb} +5 -14
  19. data/lib/DealMakerAPI/models/{patch_joint_profile_request.rb → patch_investor_profiles_joints.rb} +5 -24
  20. data/lib/DealMakerAPI/models/{patch_trust_profile_request.rb → patch_investor_profiles_trusts.rb} +5 -24
  21. data/lib/DealMakerAPI/models/{create_corporation_profile_request.rb → post_investor_profiles_corporations.rb} +14 -166
  22. data/lib/DealMakerAPI/models/post_investor_profiles_corporations_beneficial_owners_inner.rb +315 -0
  23. data/lib/DealMakerAPI/models/{create_individual_profile_request.rb → post_investor_profiles_individuals.rb} +5 -14
  24. data/lib/DealMakerAPI/models/{create_joint_profile_request.rb → post_investor_profiles_joints.rb} +5 -24
  25. data/lib/DealMakerAPI/models/{create_trust_profile_request.rb → post_investor_profiles_trusts.rb} +12 -142
  26. data/lib/DealMakerAPI/models/post_investor_profiles_trusts_trustees_inner.rb +305 -0
  27. data/lib/DealMakerAPI/version.rb +1 -1
  28. data/lib/DealMakerAPI.rb +11 -8
  29. data/spec/api/investor_profile_api_spec.rb +8 -8
  30. data/spec/models/patch_investor_profiles_corporations_beneficial_owners_inner_spec.rb +106 -0
  31. data/spec/models/patch_investor_profiles_corporations_spec.rb +186 -0
  32. data/spec/models/{create_individual_profile_request_spec.rb → patch_investor_profiles_individuals_spec.rb} +6 -18
  33. data/spec/models/{create_joint_profile_request_spec.rb → patch_investor_profiles_joints_spec.rb} +6 -24
  34. data/spec/models/{patch_trust_profile_request_spec.rb → patch_investor_profiles_trusts_spec.rb} +6 -18
  35. data/spec/models/post_investor_profiles_corporations_beneficial_owners_inner_spec.rb +94 -0
  36. data/spec/models/{create_trust_profile_request_spec.rb → post_investor_profiles_corporations_spec.rb} +30 -30
  37. data/spec/models/{patch_individual_profile_request_spec.rb → post_investor_profiles_individuals_spec.rb} +12 -12
  38. data/spec/models/{patch_joint_profile_request_spec.rb → post_investor_profiles_joints_spec.rb} +12 -18
  39. data/spec/models/post_investor_profiles_trusts_spec.rb +126 -0
  40. data/spec/models/post_investor_profiles_trusts_trustees_inner_spec.rb +88 -0
  41. metadata +46 -34
  42. data/docs/CreateTrustProfileRequest.md +0 -68
  43. data/lib/DealMakerAPI/models/patch_corporation_profile_request.rb +0 -686
  44. data/spec/models/create_corporation_profile_request_spec.rb +0 -270
  45. data/spec/models/patch_corporation_profile_request_spec.rb +0 -276
data/docs/{PatchTrustProfileRequest.md → PatchInvestorProfilesTrusts.md} RENAMED
@@ -1,4 +1,4 @@
1
- # DealMakerAPI::PatchTrustProfileRequest
1
+ # DealMakerAPI::PatchInvestorProfilesTrusts
2
2
 
3
3
  ## Properties
4
4
 
@@ -9,7 +9,6 @@
9
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  | **name** | **String** | The name of the trust. | [optional] |
10
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  | **date** | **String** | The creation date of the trust. | [optional] |
11
11
  | **phone_number** | **String** | The phone number of the trust. | [optional] |
12
- | **country** | **String** | Trust country. | [optional] |
13
12
  | **street_address** | **String** | Trust street address. | [optional] |
14
13
  | **unit2** | **String** | Trust street address line 2. | [optional] |
15
14
  | **city** | **String** | Trust city. | [optional] |
@@ -21,7 +20,6 @@
21
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  | **trustee_first_name** | **String** | Trustee first name. | [optional] |
22
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  | **trustee_last_name** | **String** | Trustee last name. | [optional] |
23
22
  | **trustee_suffix** | **String** | Trustee suffix. | [optional] |
24
- | **trustee_country** | **String** | Trustee country. | [optional] |
25
23
  | **trustee_street_address** | **String** | Trustee street address. | [optional] |
26
24
  | **trustee_unit2** | **String** | Trustee street address line 2. | [optional] |
27
25
  | **trustee_city** | **String** | Trustee city. | [optional] |
@@ -35,13 +33,12 @@
35
33
  ```ruby
36
34
  require 'DealMakerAPI'
37
35
 
38
- instance = DealMakerAPI::PatchTrustProfileRequest.new(
36
+ instance = DealMakerAPI::PatchInvestorProfilesTrusts.new(
39
37
  us_accredited_category: null,
40
38
  ca_accredited_investor: null,
41
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  name: null,
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40
  date: null,
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  phone_number: null,
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- country: null,
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42
  street_address: null,
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  unit2: null,
47
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  city: null,
@@ -53,7 +50,6 @@ instance = DealMakerAPI::PatchTrustProfileRequest.new(
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  trustee_first_name: null,
54
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  trustee_last_name: null,
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52
  trustee_suffix: null,
56
- trustee_country: null,
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53
  trustee_street_address: null,
58
54
  trustee_unit2: null,
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  trustee_city: null,
data/docs/{CreateCorporationProfileRequest.md → PostInvestorProfilesCorporations.md} RENAMED
@@ -1,4 +1,4 @@
1
- # DealMakerAPI::CreateCorporationProfileRequest
1
+ # DealMakerAPI::PostInvestorProfilesCorporations
2
2
 
3
3
  ## Properties
4
4
 
@@ -8,7 +8,6 @@
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
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  | **signing_officer_city** | **String** | The city of the signing officer (required). | [optional] |
@@ -31,30 +29,18 @@
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
31
  | **signing_officer_phone_number** | **String** | The phone number of the signing officer (required). | [optional] |
34
- | **beneficial_owners_first_name** | **Array<String>** | The list of first names for the beneficial owners (required for beneficial owner 1). | [optional] |
35
- | **beneficial_owners_last_name** | **Array<String>** | The list of last names for the beneficial owners (required for beneficial owner 1). | [optional] |
36
- | **beneficial_owners_suffix** | **Array<String>** | The list of suffixes for the beneficial owners. | [optional] |
37
- | **beneficial_owners_country** | **Array<String>** | The list of countries for the beneficial owners (required for beneficial owner 1). | [optional] |
38
- | **beneficial_owners_street_address** | **Array<String>** | The list of street addresses for the beneficial owners (required for beneficial owner 1). | [optional] |
39
- | **beneficial_owners_unit2** | **Array<String>** | The list of street address line 2 for the beneficial owners. | [optional] |
40
- | **beneficial_owners_city** | **Array<String>** | The list of cities for the beneficial owners (required for beneficial owner 1). | [optional] |
41
- | **beneficial_owners_region** | **Array<String>** | The list of region or states for the beneficial owners (required for beneficial owner 1). | [optional] |
42
- | **beneficial_owners_postal_code** | **Array<String>** | The list of postal codes or zipcodes for the beneficial owners (required for beneficial owner 1). | [optional] |
43
- | **beneficial_owners_date_of_birth** | **Array<String>** | The list of dates of birth for the beneficial owners (required for beneficial owner 1). | [optional] |
44
- | **beneficial_owners_taxpayer_id** | **Array<String>** | The list of taxpayer identification numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
45
- | **beneficial_owners_phone_number** | **Array<String>** | The list of phone numbers for the beneficial owners (required for beneficial owner 1). | [optional] |
32
+ | **beneficial_owners** | [**Array<PostInvestorProfilesCorporationsBeneficialOwnersInner>**](PostInvestorProfilesCorporationsBeneficialOwnersInner.md) | | [optional] |
46
33
 
47
34
  ## Example
48
35
 
49
36
  ```ruby
50
37
  require 'DealMakerAPI'
51
38
 
52
- instance = DealMakerAPI::CreateCorporationProfileRequest.new(
39
+ instance = DealMakerAPI::PostInvestorProfilesCorporations.new(
53
40
  email: null,
54
41
  us_accredited_category: null,
55
42
  ca_accredited_investor: null,
56
43
  name: null,
57
- country: null,
58
44
  street_address: null,
59
45
  unit2: null,
60
46
  city: null,
@@ -68,7 +54,6 @@ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
68
54
  signing_officer_first_name: null,
69
55
  signing_officer_last_name: null,
70
56
  signing_officer_suffix: null,
71
- signing_officer_country: null,
72
57
  signing_officer_street_address: null,
73
58
  signing_officer_unit2: null,
74
59
  signing_officer_city: null,
@@ -77,18 +62,7 @@ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
77
62
  signing_officer_date_of_birth: null,
78
63
  signing_officer_taxpayer_id: null,
79
64
  signing_officer_phone_number: null,
80
- beneficial_owners_first_name: null,
81
- beneficial_owners_last_name: null,
82
- beneficial_owners_suffix: null,
83
- beneficial_owners_country: null,
84
- beneficial_owners_street_address: null,
85
- beneficial_owners_unit2: null,
86
- beneficial_owners_city: null,
87
- beneficial_owners_region: null,
88
- beneficial_owners_postal_code: null,
89
- beneficial_owners_date_of_birth: null,
90
- beneficial_owners_taxpayer_id: null,
91
- beneficial_owners_phone_number: null
65
+ beneficial_owners: null
92
66
  )
93
67
  ```
94
68
 
data/docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md ADDED
@@ -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
+
data/docs/{CreateIndividualProfileRequest.md → PostInvestorProfilesIndividuals.md} RENAMED
@@ -1,4 +1,4 @@
1
- # DealMakerAPI::CreateIndividualProfileRequest
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::CreateIndividualProfileRequest.new(
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,
data/docs/{CreateJointProfileRequest.md → PostInvestorProfilesJoints.md} RENAMED
@@ -1,4 +1,4 @@
1
- # DealMakerAPI::CreateJointProfileRequest
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::CreateJointProfileRequest.new(
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,
data/docs/PostInvestorProfilesTrusts.md ADDED
@@ -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
+
data/docs/PostInvestorProfilesTrustsTrusteesInner.md ADDED
@@ -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
+