DealMakerAPI 0.89.5 → 0.90.1

checksums.yaml

@@ -1,7 +1,7 @@
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data/DealMakerAPI.gemspec

@@ -26,6 +26,7 @@ Gem::Specification.new do |s|
   s.description = "A ruby wrapper for the DealMaker API"
   s.license     = "MIT"
   s.required_ruby_version = ">= 2.7"
+  s.metadata    = {}
 
   s.add_runtime_dependency 'typhoeus', '~> 1.0', '>= 1.0.1'
 

data/README.md

@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
 This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
 
 - API version: 1.75.0
-- Package version: 0.89.5
+- Package version: 0.90.1
 - Build package: org.openapitools.codegen.languages.RubyClientCodegen
 
 ## Installation
@@ -354,16 +354,16 @@ gem build DealMakerAPI.gemspec
 Then either install the gem locally:
 
 ```shell
-gem install ./DealMakerAPI-0.89.5.gem
+gem install ./DealMakerAPI-0.90.1.gem
 ```
 
-(for development, run `gem install --dev ./DealMakerAPI-0.89.5.gem` to install the development dependencies)
+(for development, run `gem install --dev ./DealMakerAPI-0.90.1.gem` to install the development dependencies)
 
 or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
 
 Finally add this to the Gemfile:
 
-    gem 'DealMakerAPI', '~> 0.89.5'
+    gem 'DealMakerAPI', '~> 0.90.1'
 
 ### Install from Git
 
@@ -421,10 +421,11 @@ Class | Method | HTTP request | Description
 *DealMakerAPI::CompanyApi* | [**get_company**](docs/CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company
 *DealMakerAPI::CompanyApi* | [**get_details_errors_grouped**](docs/CompanyApi.md#get_details_errors_grouped) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/grouped_errors | Return bulk upload details grouped by status
 *DealMakerAPI::CompanyApi* | [**get_dividends**](docs/CompanyApi.md#get_dividends) | **GET** /companies/{company_id}/portal/dividends | Return dividends
+*DealMakerAPI::CompanyApi* | [**send_portal_invite**](docs/CompanyApi.md#send_portal_invite) | **POST** /companies/{id}/shareholders/{shareholder_id}/send_portal_invite | Send portal invite to shareholder
 *DealMakerAPI::CountryApi* | [**get_country_states**](docs/CountryApi.md#get_country_states) | **GET** /country/states | Returns a list of all valid countries and it states
+*DealMakerAPI::DealApi* | [**create_deal_setup**](docs/DealApi.md#create_deal_setup) | **POST** /deal_setups | Create deal setup
 *DealMakerAPI::DealApi* | [**get_deal**](docs/DealApi.md#get_deal) | **GET** /deals/{id} | Get deal by Deal ID
 *DealMakerAPI::DealApi* | [**list_deals**](docs/DealApi.md#list_deals) | **GET** /deals | List available deals
-*DealMakerAPI::DealSetupApi* | [**create_deal_setup**](docs/DealSetupApi.md#create_deal_setup) | **POST** /deal_setups | Create deal setup
 *DealMakerAPI::DealsApi* | [**put_deals_id_script_tag_environment**](docs/DealsApi.md#put_deals_id_script_tag_environment) | **PUT** /deals/{id}/script_tag_environment | Update script tag environment for the deal.
 *DealMakerAPI::DefaultApi* | [**get_deals_id_investors_investor_id_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_investor_id_payments_express_wire_instructions) | **GET** /deals/{id}/investors/{investor_id}/payments/express_wire/instructions | Displays the express wire instructions for an investor on a deal
 *DealMakerAPI::DefaultApi* | [**get_deals_id_investors_payments_express_wire_instructions**](docs/DefaultApi.md#get_deals_id_investors_payments_express_wire_instructions) | **GET** /deals/{id}/investors/payments/express_wire/instructions | Displays the express wire instructions for all the investors on a deal
@@ -432,6 +433,9 @@ Class | Method | HTTP request | Description
 *DealMakerAPI::DefaultApi* | [**get_webhooks_deal_id**](docs/DefaultApi.md#get_webhooks_deal_id) | **GET** /webhooks/deal/{id} | Finds a deal using the id
 *DealMakerAPI::DefaultApi* | [**get_webhooks_deals_search**](docs/DefaultApi.md#get_webhooks_deals_search) | **GET** /webhooks/deals/search | Searches for deals for a given user
 *DealMakerAPI::DefaultApi* | [**get_webhooks_security_token**](docs/DefaultApi.md#get_webhooks_security_token) | **GET** /webhooks/security_token | Creates a new security token for webhook subscription
+*DealMakerAPI::DefaultApi* | [**post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit**](docs/DefaultApi.md#post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit) | **POST** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/submit | Submit a payout account details form
+*DealMakerAPI::DefaultApi* | [**post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit**](docs/DefaultApi.md#post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit) | **POST** /deals/{deal_id}/payment_onboarding/questionnaire/qualification_questionnaire/response/submit | Submit a qualification questionnaire response
+*DealMakerAPI::DefaultApi* | [**post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit**](docs/DefaultApi.md#post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit) | **POST** /deals/{deal_id}/payment_onboarding/questionnaire/qualification_questionnaire/submit | Submit a qualification questionnaire form
 *DealMakerAPI::DefaultApi* | [**post_webhooks**](docs/DefaultApi.md#post_webhooks) | **POST** /webhooks | Creates a webhook subscription which is associated to the user
 *DealMakerAPI::DefaultApi* | [**put_webhooks_id**](docs/DefaultApi.md#put_webhooks_id) | **PUT** /webhooks/{id} | Updates webhook subscription and webhooks subcription deals
 *DealMakerAPI::InvestorApi* | [**add506c_document**](docs/InvestorApi.md#add506c_document) | **POST** /deals/{id}/investors/{investor_id}/add_506c_document | Add 506c document for deal investor
@@ -495,6 +499,7 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::PutDealsIdInvestors](docs/PutDealsIdInvestors.md)
  - [DealMakerAPI::PutDealsIdScriptTagEnvironmentRequest](docs/PutDealsIdScriptTagEnvironmentRequest.md)
  - [DealMakerAPI::PutWebhooksIdRequest](docs/PutWebhooksIdRequest.md)
+ - [DealMakerAPI::SendPortalInviteRequest](docs/SendPortalInviteRequest.md)
  - [DealMakerAPI::V1EntitiesAddress](docs/V1EntitiesAddress.md)
  - [DealMakerAPI::V1EntitiesAddresses](docs/V1EntitiesAddresses.md)
  - [DealMakerAPI::V1EntitiesAttachment](docs/V1EntitiesAttachment.md)
@@ -531,6 +536,7 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsPrimaryHolder](docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsSigningOfficer](docs/V1EntitiesInvestorProfileFieldsSigningOfficer.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsTrust](docs/V1EntitiesInvestorProfileFieldsTrust.md)
+ - [DealMakerAPI::V1EntitiesInvestorProfileFieldsTrustee](docs/V1EntitiesInvestorProfileFieldsTrustee.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileIndividual](docs/V1EntitiesInvestorProfileIndividual.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileItem](docs/V1EntitiesInvestorProfileItem.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileJoint](docs/V1EntitiesInvestorProfileJoint.md)
@@ -539,6 +545,8 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::V1EntitiesInvestorProfiles](docs/V1EntitiesInvestorProfiles.md)
  - [DealMakerAPI::V1EntitiesInvestorUser](docs/V1EntitiesInvestorUser.md)
  - [DealMakerAPI::V1EntitiesInvestors](docs/V1EntitiesInvestors.md)
+ - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult](docs/V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult.md)
+ - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult](docs/V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult.md)
  - [DealMakerAPI::V1EntitiesPresignedUrlResult](docs/V1EntitiesPresignedUrlResult.md)
  - [DealMakerAPI::V1EntitiesShareholder](docs/V1EntitiesShareholder.md)
  - [DealMakerAPI::V1EntitiesShareholders](docs/V1EntitiesShareholders.md)

data/docs/CompanyApi.md

@@ -15,6 +15,7 @@ All URIs are relative to *http://api.dealmaker.tech*
 | [**get_company**](CompanyApi.md#get_company) | **GET** /companies/{id} | Get a Company |
 | [**get_details_errors_grouped**](CompanyApi.md#get_details_errors_grouped) | **GET** /companies/{company_id}/documents/bulk_uploads/{bulk_upload_id}/details/grouped_errors | Return bulk upload details grouped by status |
 | [**get_dividends**](CompanyApi.md#get_dividends) | **GET** /companies/{company_id}/portal/dividends | Return dividends |
+| [**send_portal_invite**](CompanyApi.md#send_portal_invite) | **POST** /companies/{id}/shareholders/{shareholder_id}/send_portal_invite | Send portal invite to shareholder |
 
 
 ## create_bulk_upload
@@ -780,3 +781,74 @@ No authorization required
 - **Content-Type**: Not defined
 - **Accept**: application/json
 
+
+## send_portal_invite
+
+> send_portal_invite(id, shareholder_id, opts)
+
+Send portal invite to shareholder
+
+Send portal invite to shareholder.
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::CompanyApi.new
+id = 56 # Integer | 
+shareholder_id = 56 # Integer | 
+opts = {
+  send_portal_invite_request: DealMakerAPI::SendPortalInviteRequest.new # SendPortalInviteRequest | 
+}
+
+begin
+  # Send portal invite to shareholder
+  api_instance.send_portal_invite(id, shareholder_id, opts)
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->send_portal_invite: #{e}"
+end
+```
+
+#### Using the send_portal_invite_with_http_info variant
+
+This returns an Array which contains the response data (`nil` in this case), status code and headers.
+
+> <Array(nil, Integer, Hash)> send_portal_invite_with_http_info(id, shareholder_id, opts)
+
+```ruby
+begin
+  # Send portal invite to shareholder
+  data, status_code, headers = api_instance.send_portal_invite_with_http_info(id, shareholder_id, opts)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => nil
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling CompanyApi->send_portal_invite_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** |  |  |
+| **shareholder_id** | **Integer** |  |  |
+| **send_portal_invite_request** | [**SendPortalInviteRequest**](SendPortalInviteRequest.md) |  | [optional] |
+
+### Return type
+
+nil (empty response body)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: application/json
+- **Accept**: Not defined
+

data/docs/DealApi.md

@@ -4,10 +4,77 @@ All URIs are relative to *http://api.dealmaker.tech*
 
 | Method | HTTP request | Description |
 | ------ | ------------ | ----------- |
+| [**create_deal_setup**](DealApi.md#create_deal_setup) | **POST** /deal_setups | Create deal setup |
 | [**get_deal**](DealApi.md#get_deal) | **GET** /deals/{id} | Get deal by Deal ID |
 | [**list_deals**](DealApi.md#list_deals) | **GET** /deals | List available deals |
 
 
+## create_deal_setup
+
+> <V1EntitiesDealSetup> create_deal_setup(create_deal_setup_request)
+
+Create deal setup
+
+Create deal setup
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::DealApi.new
+create_deal_setup_request = DealMakerAPI::CreateDealSetupRequest.new({invoicing_email: 'invoicing_email_example', offering_type: 'other', title: 'title_example', company_id: 37}) # CreateDealSetupRequest | 
+
+begin
+  # Create deal setup
+  result = api_instance.create_deal_setup(create_deal_setup_request)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DealApi->create_deal_setup: #{e}"
+end
+```
+
+#### Using the create_deal_setup_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesDealSetup>, Integer, Hash)> create_deal_setup_with_http_info(create_deal_setup_request)
+
+```ruby
+begin
+  # Create deal setup
+  data, status_code, headers = api_instance.create_deal_setup_with_http_info(create_deal_setup_request)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesDealSetup>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DealApi->create_deal_setup_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **create_deal_setup_request** | [**CreateDealSetupRequest**](CreateDealSetupRequest.md) |  |  |
+
+### Return type
+
+[**V1EntitiesDealSetup**](V1EntitiesDealSetup.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: application/json
+- **Accept**: application/json
+
+
 ## get_deal
 
 > <V1EntitiesDeal> get_deal(id)

data/docs/DefaultApi.md

@@ -10,6 +10,9 @@ All URIs are relative to *http://api.dealmaker.tech*
 | [**get_webhooks_deal_id**](DefaultApi.md#get_webhooks_deal_id) | **GET** /webhooks/deal/{id} | Finds a deal using the id |
 | [**get_webhooks_deals_search**](DefaultApi.md#get_webhooks_deals_search) | **GET** /webhooks/deals/search | Searches for deals for a given user |
 | [**get_webhooks_security_token**](DefaultApi.md#get_webhooks_security_token) | **GET** /webhooks/security_token | Creates a new security token for webhook subscription |
+| [**post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit**](DefaultApi.md#post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit) | **POST** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/submit | Submit a payout account details form |
+| [**post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit**](DefaultApi.md#post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit) | **POST** /deals/{deal_id}/payment_onboarding/questionnaire/qualification_questionnaire/response/submit | Submit a qualification questionnaire response |
+| [**post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit**](DefaultApi.md#post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit) | **POST** /deals/{deal_id}/payment_onboarding/questionnaire/qualification_questionnaire/submit | Submit a qualification questionnaire form |
 | [**post_webhooks**](DefaultApi.md#post_webhooks) | **POST** /webhooks | Creates a webhook subscription which is associated to the user |
 | [**put_webhooks_id**](DefaultApi.md#put_webhooks_id) | **PUT** /webhooks/{id} | Updates webhook subscription and webhooks subcription deals |
 
@@ -412,6 +415,203 @@ No authorization required
 - **Accept**: application/json
 
 
+## post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit
+
+> <V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult> post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit(deal_id)
+
+Submit a payout account details form
+
+Submit a payout account details form
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::DefaultApi.new
+deal_id = 56 # Integer | 
+
+begin
+  # Submit a payout account details form
+  result = api_instance.post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit(deal_id)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit: #{e}"
+end
+```
+
+#### Using the post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult>, Integer, Hash)> post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit_with_http_info(deal_id)
+
+```ruby
+begin
+  # Submit a payout account details form
+  data, status_code, headers = api_instance.post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit_with_http_info(deal_id)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->post_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_submit_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **deal_id** | **Integer** |  |  |
+
+### Return type
+
+[**V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult**](V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+
+## post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit
+
+> post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit(deal_id)
+
+Submit a qualification questionnaire response
+
+Submit a qualification questionnaire response
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::DefaultApi.new
+deal_id = 56 # Integer | 
+
+begin
+  # Submit a qualification questionnaire response
+  api_instance.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit(deal_id)
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit: #{e}"
+end
+```
+
+#### Using the post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit_with_http_info variant
+
+This returns an Array which contains the response data (`nil` in this case), status code and headers.
+
+> <Array(nil, Integer, Hash)> post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit_with_http_info(deal_id)
+
+```ruby
+begin
+  # Submit a qualification questionnaire response
+  data, status_code, headers = api_instance.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit_with_http_info(deal_id)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => nil
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_response_submit_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **deal_id** | **Integer** |  |  |
+
+### Return type
+
+nil (empty response body)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: Not defined
+
+
+## post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit
+
+> <V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult> post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit(deal_id)
+
+Submit a qualification questionnaire form
+
+Submit a qualification questionnaire form
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::DefaultApi.new
+deal_id = 56 # Integer | 
+
+begin
+  # Submit a qualification questionnaire form
+  result = api_instance.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit(deal_id)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit: #{e}"
+end
+```
+
+#### Using the post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult>, Integer, Hash)> post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit_with_http_info(deal_id)
+
+```ruby
+begin
+  # Submit a qualification questionnaire form
+  data, status_code, headers = api_instance.post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit_with_http_info(deal_id)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->post_deals_deal_id_payment_onboarding_questionnaire_qualification_questionnaire_submit_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **deal_id** | **Integer** |  |  |
+
+### Return type
+
+[**V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult**](V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+
 ## post_webhooks
 
 > <V1EntitiesWebhooksSubscription> post_webhooks(post_webhooks_request)

data/docs/InvestorApi.md

@@ -646,7 +646,7 @@ No authorization required
 
 Get OTP access link for deal investor
 
-Get OTP access link for deal investor by id
+The access link for the investor. This is the access link for the specific investment, not the user.                       If the same user has multiple investments, each one will have a different access link.                       Please note that this access link expires every hour. In order to redirect the investor into their authentication screen,                       use the https://app.dealmaker.tech/deals/{{deal_id}}/investors/{{investor_id}}/otp_access url.
 
 ### Examples
 

data/docs/PatchInvestorProfilesTrustsTrusteesInner.md

@@ -16,6 +16,7 @@
 | **postal_code** | **String** | The list of postal codes or zipcodes for the trustees (required for trustee 1). | [optional] |
 | **date_of_birth** | **String** | The list of dates of birth for the trustees (required for trustee 1). | [optional] |
 | **taxpayer_id** | **String** | The list of taxpayer identification numbers for the trustees (required for trustee 1). | [optional] |
+| **phone_number** | **String** | The list of phone numbers for the trustees (required for trustee 1). | [optional] |
 
 ## Example
 
@@ -34,7 +35,8 @@ instance = DealMakerAPI::PatchInvestorProfilesTrustsTrusteesInner.new(
   region: null,
   postal_code: null,
   date_of_birth: null,
-  taxpayer_id: null
+  taxpayer_id: null,
+  phone_number: null
 )
 ```
 

data/docs/PostInvestorProfilesTrustsTrusteesInner.md

@@ -14,6 +14,7 @@
 | **postal_code** | **String** | The list of postal codes or zipcodes for the trustees (required for trustee 1). | [optional] |
 | **date_of_birth** | **String** | The list of dates of birth for the trustees (required for trustee 1). | [optional] |
 | **taxpayer_id** | **String** | The list of taxpayer identification numbers for the trustees (required for trustee 1). | [optional] |
+| **phone_number** | **String** | The list of phone numbers for the trustees (required for trustee 1). | [optional] |
 
 ## Example
 
@@ -30,7 +31,8 @@ instance = DealMakerAPI::PostInvestorProfilesTrustsTrusteesInner.new(
   region: null,
   postal_code: null,
   date_of_birth: null,
-  taxpayer_id: null
+  taxpayer_id: null,
+  phone_number: null
 )
 ```
 

data/docs/SendPortalInviteRequest.md

@@ -0,0 +1,20 @@
+# DealMakerAPI::SendPortalInviteRequest
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **subject** | **String** | The custom subject of the invite email | [optional] |
+| **email_content** | **String** | The custom email content of the invite email | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::SendPortalInviteRequest.new(
+  subject: null,
+  email_content: null
+)
+```
+

data/docs/V1EntitiesInvestor.md

@@ -31,6 +31,7 @@
 | **investor_profile** | **String** |  | [optional] |
 | **investor_profile_id** | **Integer** | The investor profile id. | [optional] |
 | **checkout_state** | **String** | Current state on checkout page. | [optional] |
+| **legacy_flow_link** | **String** | The legacy link for the investor. If the investor is already on the legacy flow, this link will be null. | [optional] |
 
 ## Example
 
@@ -64,7 +65,8 @@ instance = DealMakerAPI::V1EntitiesInvestor.new(
   ranking_score: null,
   investor_profile: null,
   investor_profile_id: null,
-  checkout_state: null
+  checkout_state: null,
+  legacy_flow_link: null
 )
 ```
 

data/docs/V1EntitiesInvestorProfileFieldsTrustee.md

@@ -0,0 +1,30 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsTrustee
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **first_name** | **String** | Investor profile first name | [optional] |
+| **last_name** | **String** | Investor profile last name | [optional] |
+| **suffix** | **String** | Investor profile suffix | [optional] |
+| **date_of_birth** | **String** | The date of birth | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+| **phone_number** | **String** | Trustee phone number | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsTrustee.new(
+  first_name: null,
+  last_name: null,
+  suffix: null,
+  date_of_birth: null,
+  taxpayer_id: null,
+  address: null,
+  phone_number: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileTrust.md

@@ -14,7 +14,7 @@
 | **owner_type** | **String** | Type of the investor profile owner | [optional] |
 | **owner** | [**V1EntitiesInvestorProfileOwner**](V1EntitiesInvestorProfileOwner.md) |  | [optional] |
 | **trust_holder** | [**V1EntitiesInvestorProfileFieldsTrust**](V1EntitiesInvestorProfileFieldsTrust.md) |  | [optional] |
-| **trustees** | [**V1EntitiesInvestorProfileFieldsAccountHolder**](V1EntitiesInvestorProfileFieldsAccountHolder.md) |  | [optional] |
+| **trustees** | [**V1EntitiesInvestorProfileFieldsTrustee**](V1EntitiesInvestorProfileFieldsTrustee.md) |  | [optional] |
 
 ## Example
 

data/docs/V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult.md

@@ -0,0 +1,20 @@
+# DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **data** | **Object** | Data after successful payout account updating | [optional] |
+| **error** | **Object** | Error after failed payout account updating | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult.new(
+  data: null,
+  error: null
+)
+```
+

data/docs/V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult.md

@@ -0,0 +1,20 @@
+# DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **onboarding_stage** | **String** | Onboarding stage | [optional] |
+| **payout_account_country** | **String** | Payout account country | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult.new(
+  onboarding_stage: null,
+  payout_account_country: null
+)
+```
+