DealMakerAPI 0.85.3 → 0.85.5

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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 @@
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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] |
@@ -21,7 +20,6 @@
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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] |
@@ -35,13 +33,12 @@
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  ```ruby
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  require 'DealMakerAPI'
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35
 
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- instance = DealMakerAPI::PatchTrustProfileRequest.new(
36
+ 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,
@@ -53,7 +50,6 @@ instance = DealMakerAPI::PatchTrustProfileRequest.new(
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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,
data/docs/{CreateCorporationProfileRequest.md → PostInvestorProfilesCorporations.md} RENAMED
@@ -1,4 +1,4 @@
1
- # DealMakerAPI::CreateCorporationProfileRequest
1
+ # DealMakerAPI::PostInvestorProfilesCorporations
2
2
 
3
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  ## Properties
4
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@@ -8,7 +8,6 @@
8
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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] |
11
- | **country** | **String** | The country of the corporation (required). | [optional] |
12
11
  | **street_address** | **String** | The street address of the corporation (required). | [optional] |
13
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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] |
@@ -22,7 +21,6 @@
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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] |
@@ -31,30 +29,18 @@
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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] |
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] |
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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] |
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] |
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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] |
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
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  ## Example
48
35
 
49
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  ```ruby
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  require 'DealMakerAPI'
51
38
 
52
- instance = DealMakerAPI::CreateCorporationProfileRequest.new(
39
+ instance = DealMakerAPI::PostInvestorProfilesCorporations.new(
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40
  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,
@@ -68,7 +54,6 @@ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
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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,
@@ -77,18 +62,7 @@ instance = DealMakerAPI::CreateCorporationProfileRequest.new(
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  signing_officer_date_of_birth: null,
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  signing_officer_taxpayer_id: null,
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64
  signing_officer_phone_number: null,
80
- beneficial_owners_first_name: 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
65
+ beneficial_owners: null
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66
  )
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67
  ```
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68
 
data/docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md ADDED
@@ -0,0 +1,38 @@
1
+ # DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner
2
+
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+ ## Properties
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+
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+ | 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
+
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+ ## Example
20
+
21
+ ```ruby
22
+ require 'DealMakerAPI'
23
+
24
+ instance = DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner.new(
25
+ 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,
30
+ city: null,
31
+ region: null,
32
+ postal_code: null,
33
+ date_of_birth: null,
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+ taxpayer_id: null,
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+ phone_number: null
36
+ )
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+ ```
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+
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] |
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14
  | **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] |
16
- | **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] |
@@ -28,7 +27,7 @@
28
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  ```ruby
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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(
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37
  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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40
  street_address: null,
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  unit2: null,
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  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
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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] |
14
- | **country** | **String** | The country the primary holder (required). | [optional] |
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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] |
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  | **city** | **String** | The city of the primary holder (required). | [optional] |
@@ -26,7 +25,6 @@
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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] |
29
- | **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] |
@@ -40,7 +38,7 @@
40
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  ```ruby
41
39
  require 'DealMakerAPI'
42
40
 
43
- instance = DealMakerAPI::CreateJointProfileRequest.new(
41
+ instance = DealMakerAPI::PostInvestorProfilesJoints.new(
44
42
  email: null,
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43
  us_accredited_category: null,
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  ca_accredited_investor: null,
@@ -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,
@@ -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,
data/docs/PostInvestorProfilesTrusts.md ADDED
@@ -0,0 +1,46 @@
1
+ # DealMakerAPI::PostInvestorProfilesTrusts
2
+
3
+ ## Properties
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+
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] |
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+ | **postal_code** | **String** | The postal code or zipcode of the trust (required). | [optional] |
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+ | **phone_number** | **String** | The phone number of the trust (required). | [optional] |
18
+ | **income** | **Float** | The income of the trust. | [optional] |
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+ | **net_worth** | **Float** | The net worth of the trust. | [optional] |
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+ | **reg_cf_prior_offerings_amount** | **Float** | The prior offering amount of the trust. | [optional] |
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+ | **trustees** | [**Array<PostInvestorProfilesTrustsTrusteesInner>**](PostInvestorProfilesTrustsTrusteesInner.md) | | [optional] |
22
+
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+ ## Example
24
+
25
+ ```ruby
26
+ require 'DealMakerAPI'
27
+
28
+ instance = DealMakerAPI::PostInvestorProfilesTrusts.new(
29
+ email: null,
30
+ us_accredited_category: null,
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+ ca_accredited_investor: null,
32
+ name: null,
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+ date: null,
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+ street_address: null,
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+ unit2: null,
36
+ city: null,
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+ region: null,
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+ postal_code: null,
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+ phone_number: null,
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+ income: null,
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+ net_worth: null,
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+ reg_cf_prior_offerings_amount: null,
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+ trustees: null
44
+ )
45
+ ```
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+
data/docs/PostInvestorProfilesTrustsTrusteesInner.md ADDED
@@ -0,0 +1,36 @@
1
+ # DealMakerAPI::PostInvestorProfilesTrustsTrusteesInner
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+
3
+ ## Properties
4
+
5
+ | Name | Type | Description | Notes |
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+ | ---- | ---- | ----------- | ----- |
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+ | **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] |
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+ | **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] |
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+ | **taxpayer_id** | **String** | The list of taxpayer identification numbers for the trustees (required for trustee 1). | [optional] |
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+
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
+