DealMakerAPI 0.91.2 → 0.91.4

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA256:
-  metadata.gz: df4a26bc9a113c737882c9a606d96bc871e252501305d67484249542b5cdfa29
-  data.tar.gz: 29b2cd15bfd673c0d2cbb3d5708a32706c931886133da9441207308bc02967cc
+  metadata.gz: 2d51e0832687d864a317dfd25d6c628bacb7fa26da49b6a55605ebb2ab4ede14
+  data.tar.gz: cb1d0616d5ca1f1278a3a5ceb23f21b3e432eb09e1801b0f15bf245c498bfa37
 SHA512:
-  metadata.gz: a652cb1dc46889bb421a33f1a9030a51e3f787824fa3ba84874bbf30d6c44679a301ee1ccb11a6b7f8dbfa691cc8e4e2b0dd4f625ab81fb17827171c66506b0a
-  data.tar.gz: 79240214728f09862dff71f715c20c781fd2c3e5b80f37ede4a8d3b6413b16f42c73de530875ccce1e2d14cbef8cde1b0d5a39c31917aa0cab10f283c48a5e52
+  metadata.gz: 805e5f134448cb906a584de0a3e7d3b22683c87195a94060b3b06ad4f2f3f427b25bb54acd26076ebf65d2ef34b4545f2863770f557a7df66e196b919517f71a
+  data.tar.gz: 65d66fa14075b595473eafbae4ffa9fba59f0057303a3e94ee5fb6b98868ccc023dc79e22d231c4674d02a42f49ae9f01b7fcfc7cb13b8844f7769d8c455e8e4

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: 0.91.2
+- Package version: 0.91.4
 - 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-0.91.2.gem
+gem install ./DealMakerAPI-0.91.4.gem
 ```
 
-(for development, run `gem install --dev ./DealMakerAPI-0.91.2.gem` to install the development dependencies)
+(for development, run `gem install --dev ./DealMakerAPI-0.91.4.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', '~> 0.91.2'
+    gem 'DealMakerAPI', '~> 0.91.4'
 
 ### Install from Git
 
@@ -426,9 +426,11 @@ Class | Method | HTTP request | Description
 *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* | [**get_deal_incentive_plan**](docs/DealApi.md#get_deal_incentive_plan) | **GET** /deals/{id}/incentive_plan | Get incentive plan by deal id
 *DealMakerAPI::DealApi* | [**list_deals**](docs/DealApi.md#list_deals) | **GET** /deals | List available deals
 *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_deal_id_payment_onboarding_questionnaire_digital_payments_connection_data**](docs/DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_digital_payments_connection_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/digital_payments_connection/data | Load data for the digital payments connection stage
+*DealMakerAPI::DefaultApi* | [**get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data**](docs/DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/data | Get payout account data
 *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
 *DealMakerAPI::DefaultApi* | [**get_webhooks**](docs/DefaultApi.md#get_webhooks) | **GET** /webhooks | Returns a list of webhook subscription which is associated to the user
@@ -458,6 +460,7 @@ Class | Method | HTTP request | Description
 *DealMakerAPI::InvestorProfileApi* | [**create_corporation_profile**](docs/InvestorProfileApi.md#create_corporation_profile) | **POST** /investor_profiles/corporations | Create new corporation investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**create_individual_profile**](docs/InvestorProfileApi.md#create_individual_profile) | **POST** /investor_profiles/individuals | Create new individual investor profile
 *DealMakerAPI::InvestorProfileApi* | [**create_joint_profile**](docs/InvestorProfileApi.md#create_joint_profile) | **POST** /investor_profiles/joints | Create new joint investor profile
+*DealMakerAPI::InvestorProfileApi* | [**create_managed_profile**](docs/InvestorProfileApi.md#create_managed_profile) | **POST** /investor_profiles/managed | Create new managed investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**create_trust_profile**](docs/InvestorProfileApi.md#create_trust_profile) | **POST** /investor_profiles/trusts | Create new trust investor profile.
 *DealMakerAPI::InvestorProfileApi* | [**get_deal_investor_profiles**](docs/InvestorProfileApi.md#get_deal_investor_profiles) | **GET** /investor_profiles/{deal_id} | Get list of InvestorProfiles for a specific deal
 *DealMakerAPI::InvestorProfileApi* | [**get_investor_profile**](docs/InvestorProfileApi.md#get_investor_profile) | **GET** /investor_profiles/profile/{id} | Get an investor profile by id
@@ -498,6 +501,7 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::PostInvestorProfilesCorporationsBeneficialOwnersInner](docs/PostInvestorProfilesCorporationsBeneficialOwnersInner.md)
  - [DealMakerAPI::PostInvestorProfilesIndividuals](docs/PostInvestorProfilesIndividuals.md)
  - [DealMakerAPI::PostInvestorProfilesJoints](docs/PostInvestorProfilesJoints.md)
+ - [DealMakerAPI::PostInvestorProfilesManaged](docs/PostInvestorProfilesManaged.md)
  - [DealMakerAPI::PostInvestorProfilesTrusts](docs/PostInvestorProfilesTrusts.md)
  - [DealMakerAPI::PostInvestorProfilesTrustsTrusteesInner](docs/PostInvestorProfilesTrustsTrusteesInner.md)
  - [DealMakerAPI::PostWebhooksRequest](docs/PostWebhooksRequest.md)
@@ -528,28 +532,31 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::V1EntitiesDealSetup](docs/V1EntitiesDealSetup.md)
  - [DealMakerAPI::V1EntitiesDealSetupUser](docs/V1EntitiesDealSetupUser.md)
  - [DealMakerAPI::V1EntitiesDeals](docs/V1EntitiesDeals.md)
+ - [DealMakerAPI::V1EntitiesDealsIncentivePlan](docs/V1EntitiesDealsIncentivePlan.md)
+ - [DealMakerAPI::V1EntitiesDealsIncentivePlansIncentiveTier](docs/V1EntitiesDealsIncentivePlansIncentiveTier.md)
+ - [DealMakerAPI::V1EntitiesDealsPriceDetails](docs/V1EntitiesDealsPriceDetails.md)
  - [DealMakerAPI::V1EntitiesDividend](docs/V1EntitiesDividend.md)
  - [DealMakerAPI::V1EntitiesDividends](docs/V1EntitiesDividends.md)
  - [DealMakerAPI::V1EntitiesExpressWireInstruction](docs/V1EntitiesExpressWireInstruction.md)
  - [DealMakerAPI::V1EntitiesExpressWireInstructions](docs/V1EntitiesExpressWireInstructions.md)
  - [DealMakerAPI::V1EntitiesGenericResponse](docs/V1EntitiesGenericResponse.md)
  - [DealMakerAPI::V1EntitiesInvestor](docs/V1EntitiesInvestor.md)
- - [DealMakerAPI::V1EntitiesInvestorIncentivePlan](docs/V1EntitiesInvestorIncentivePlan.md)
- - [DealMakerAPI::V1EntitiesInvestorIncentiveTier](docs/V1EntitiesInvestorIncentiveTier.md)
  - [DealMakerAPI::V1EntitiesInvestorOtpAccessLink](docs/V1EntitiesInvestorOtpAccessLink.md)
- - [DealMakerAPI::V1EntitiesInvestorPriceDetails](docs/V1EntitiesInvestorPriceDetails.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileAddress](docs/V1EntitiesInvestorProfileAddress.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileCorporation](docs/V1EntitiesInvestorProfileCorporation.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsAccountHolder](docs/V1EntitiesInvestorProfileFieldsAccountHolder.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficialOwner](docs/V1EntitiesInvestorProfileFieldsBeneficialOwner.md)
+ - [DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficiary](docs/V1EntitiesInvestorProfileFieldsBeneficiary.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsCorporation](docs/V1EntitiesInvestorProfileFieldsCorporation.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileFieldsPrimaryHolder](docs/V1EntitiesInvestorProfileFieldsPrimaryHolder.md)
+ - [DealMakerAPI::V1EntitiesInvestorProfileFieldsProvider](docs/V1EntitiesInvestorProfileFieldsProvider.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)
+ - [DealMakerAPI::V1EntitiesInvestorProfileManaged](docs/V1EntitiesInvestorProfileManaged.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileOwner](docs/V1EntitiesInvestorProfileOwner.md)
  - [DealMakerAPI::V1EntitiesInvestorProfileTrust](docs/V1EntitiesInvestorProfileTrust.md)
  - [DealMakerAPI::V1EntitiesInvestorProfiles](docs/V1EntitiesInvestorProfiles.md)
@@ -557,6 +564,7 @@ Class | Method | HTTP request | Description
  - [DealMakerAPI::V1EntitiesInvestors](docs/V1EntitiesInvestors.md)
  - [DealMakerAPI::V1EntitiesMoneyEntity](docs/V1EntitiesMoneyEntity.md)
  - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingDigitalPaymentsConnectionData](docs/V1EntitiesPaymentsSelfServeOnboardingDigitalPaymentsConnectionData.md)
+ - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData](docs/V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData.md)
  - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult](docs/V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsResult.md)
  - [DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult](docs/V1EntitiesPaymentsSelfServeOnboardingQualificationQuestionnaireResult.md)
  - [DealMakerAPI::V1EntitiesPresignedUrlResult](docs/V1EntitiesPresignedUrlResult.md)

data/docs/DealApi.md

@@ -6,6 +6,7 @@ All URIs are relative to *http://api.dealmaker.tech*
 | ------ | ------------ | ----------- |
 | [**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 |
+| [**get_deal_incentive_plan**](DealApi.md#get_deal_incentive_plan) | **GET** /deals/{id}/incentive_plan | Get incentive plan by deal id |
 | [**list_deals**](DealApi.md#list_deals) | **GET** /deals | List available deals |
 
 
@@ -141,6 +142,74 @@ No authorization required
 - **Accept**: application/json
 
 
+## get_deal_incentive_plan
+
+> <V1EntitiesDealsPriceDetails> get_deal_incentive_plan(id, opts)
+
+Get incentive plan by deal id
+
+Gets the current active incentive plan for the given deal id.
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+
+api_instance = DealMakerAPI::DealApi.new
+id = 56 # Integer | The deal id.
+opts = {
+  investment_amount: 3.4 # Float | The investment amount to get the security price for.
+}
+
+begin
+  # Get incentive plan by deal id
+  result = api_instance.get_deal_incentive_plan(id, opts)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DealApi->get_deal_incentive_plan: #{e}"
+end
+```
+
+#### Using the get_deal_incentive_plan_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesDealsPriceDetails>, Integer, Hash)> get_deal_incentive_plan_with_http_info(id, opts)
+
+```ruby
+begin
+  # Get incentive plan by deal id
+  data, status_code, headers = api_instance.get_deal_incentive_plan_with_http_info(id, opts)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesDealsPriceDetails>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DealApi->get_deal_incentive_plan_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | The deal id. |  |
+| **investment_amount** | **Float** | The investment amount to get the security price for. | [optional] |
+
+### Return type
+
+[**V1EntitiesDealsPriceDetails**](V1EntitiesDealsPriceDetails.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+
 ## list_deals
 
 > <V1EntitiesDeals> list_deals(opts)

data/docs/DefaultApi.md

@@ -5,6 +5,7 @@ All URIs are relative to *http://api.dealmaker.tech*
 | Method | HTTP request | Description |
 | ------ | ------------ | ----------- |
 | [**get_deals_deal_id_payment_onboarding_questionnaire_digital_payments_connection_data**](DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_digital_payments_connection_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/digital_payments_connection/data | Load data for the digital payments connection stage |
+| [**get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data**](DefaultApi.md#get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data) | **GET** /deals/{deal_id}/payment_onboarding/questionnaire/payout_account_details/data | Get payout account data |
 | [**get_deals_id_investors_investor_id_payments_express_wire_instructions**](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 |
 | [**get_deals_id_investors_payments_express_wire_instructions**](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 |
 | [**get_webhooks**](DefaultApi.md#get_webhooks) | **GET** /webhooks | Returns a list of webhook subscription which is associated to the user |
@@ -84,6 +85,72 @@ No authorization required
 - **Accept**: application/json
 
 
+## get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data
+
+> <V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData> get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data(deal_id)
+
+Get payout account data
+
+Get payout account data
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::DefaultApi.new
+deal_id = 56 # Integer | 
+
+begin
+  # Get payout account data
+  result = api_instance.get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data(deal_id)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data: #{e}"
+end
+```
+
+#### Using the get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData>, Integer, Hash)> get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data_with_http_info(deal_id)
+
+```ruby
+begin
+  # Get payout account data
+  data, status_code, headers = api_instance.get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data_with_http_info(deal_id)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling DefaultApi->get_deals_deal_id_payment_onboarding_questionnaire_payout_account_details_data_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **deal_id** | **Integer** |  |  |
+
+### Return type
+
+[**V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData**](V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: Not defined
+- **Accept**: application/json
+
+
 ## get_deals_id_investors_investor_id_payments_express_wire_instructions
 
 > <V1EntitiesExpressWireInstruction> get_deals_id_investors_investor_id_payments_express_wire_instructions(id, investor_id)

data/docs/InvestorApi.md

@@ -575,7 +575,7 @@ No authorization required
 
 ## get_incentive_plan
 
-> <V1EntitiesInvestorPriceDetails> get_incentive_plan(id, investor_id)
+> <V1EntitiesDealsPriceDetails> get_incentive_plan(id, investor_id)
 
 Get investor incentive plan by investor id
 
@@ -606,7 +606,7 @@ end
 
 This returns an Array which contains the response data, status code and headers.
 
-> <Array(<V1EntitiesInvestorPriceDetails>, Integer, Hash)> get_incentive_plan_with_http_info(id, investor_id)
+> <Array(<V1EntitiesDealsPriceDetails>, Integer, Hash)> get_incentive_plan_with_http_info(id, investor_id)
 
 ```ruby
 begin
@@ -614,7 +614,7 @@ begin
   data, status_code, headers = api_instance.get_incentive_plan_with_http_info(id, investor_id)
   p status_code # => 2xx
   p headers # => { ... }
-  p data # => <V1EntitiesInvestorPriceDetails>
+  p data # => <V1EntitiesDealsPriceDetails>
 rescue DealMakerAPI::ApiError => e
   puts "Error when calling InvestorApi->get_incentive_plan_with_http_info: #{e}"
 end
@@ -629,7 +629,7 @@ end
 
 ### Return type
 
-[**V1EntitiesInvestorPriceDetails**](V1EntitiesInvestorPriceDetails.md)
+[**V1EntitiesDealsPriceDetails**](V1EntitiesDealsPriceDetails.md)
 
 ### Authorization
 

data/docs/InvestorProfileApi.md

@@ -7,6 +7,7 @@ All URIs are relative to *http://api.dealmaker.tech*
 | [**create_corporation_profile**](InvestorProfileApi.md#create_corporation_profile) | **POST** /investor_profiles/corporations | Create new corporation investor profile. |
 | [**create_individual_profile**](InvestorProfileApi.md#create_individual_profile) | **POST** /investor_profiles/individuals | Create new individual investor profile |
 | [**create_joint_profile**](InvestorProfileApi.md#create_joint_profile) | **POST** /investor_profiles/joints | Create new joint investor profile |
+| [**create_managed_profile**](InvestorProfileApi.md#create_managed_profile) | **POST** /investor_profiles/managed | Create new managed investor profile. |
 | [**create_trust_profile**](InvestorProfileApi.md#create_trust_profile) | **POST** /investor_profiles/trusts | Create new trust investor profile. |
 | [**get_deal_investor_profiles**](InvestorProfileApi.md#get_deal_investor_profiles) | **GET** /investor_profiles/{deal_id} | Get list of InvestorProfiles for a specific deal |
 | [**get_investor_profile**](InvestorProfileApi.md#get_investor_profile) | **GET** /investor_profiles/profile/{id} | Get an investor profile by id |
@@ -215,6 +216,72 @@ No authorization required
 - **Accept**: application/json
 
 
+## create_managed_profile
+
+> <V1EntitiesInvestorProfileManaged> create_managed_profile(investor_profiles_managed)
+
+Create new managed investor profile.
+
+Create new managed investor profile associated to the user by email.
+
+### Examples
+
+```ruby
+require 'time'
+require 'DealMakerAPI'
+# setup authorization
+DealMakerAPI.configure do |config|end
+
+api_instance = DealMakerAPI::InvestorProfileApi.new
+investor_profiles_managed = DealMakerAPI::PostInvestorProfilesManaged.new({email: 'email_example'}) # PostInvestorProfilesManaged | 
+
+begin
+  # Create new managed investor profile.
+  result = api_instance.create_managed_profile(investor_profiles_managed)
+  p result
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling InvestorProfileApi->create_managed_profile: #{e}"
+end
+```
+
+#### Using the create_managed_profile_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+> <Array(<V1EntitiesInvestorProfileManaged>, Integer, Hash)> create_managed_profile_with_http_info(investor_profiles_managed)
+
+```ruby
+begin
+  # Create new managed investor profile.
+  data, status_code, headers = api_instance.create_managed_profile_with_http_info(investor_profiles_managed)
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => <V1EntitiesInvestorProfileManaged>
+rescue DealMakerAPI::ApiError => e
+  puts "Error when calling InvestorProfileApi->create_managed_profile_with_http_info: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **investor_profiles_managed** | [**PostInvestorProfilesManaged**](PostInvestorProfilesManaged.md) |  |  |
+
+### Return type
+
+[**V1EntitiesInvestorProfileManaged**](V1EntitiesInvestorProfileManaged.md)
+
+### Authorization
+
+No authorization required
+
+### HTTP request headers
+
+- **Content-Type**: application/json
+- **Accept**: application/json
+
+
 ## create_trust_profile
 
 > <V1EntitiesInvestorProfileTrust> create_trust_profile(investor_profiles_trusts)

data/docs/PostInvestorProfilesManaged.md

@@ -0,0 +1,68 @@
+# DealMakerAPI::PostInvestorProfilesManaged
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **email** | **String** | User email which is associated with investor profile (required). |  |
+| **us_accredited_category** | **String** | The United States accredited investor information. | [optional] |
+| **ca_accredited_investor** | **String** | The Canadian accredited investor information. | [optional] |
+| **name** | **String** | The name of the provider (required). | [optional] |
+| **street_address** | **String** | The street address of the provider (required). | [optional] |
+| **unit2** | **String** | The street address line 2 of the provider. | [optional] |
+| **city** | **String** | The city of the provider (required). | [optional] |
+| **region** | **String** | The region or state of the provider (required). | [optional] |
+| **postal_code** | **String** | The postal code or zipcode of the provider (required). | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number of the provider (required). | [optional] |
+| **confirmation** | **Boolean** | Confirms that the provider is able to custody these securities and release respective funds in order to complete the purchase (required). | [optional] |
+| **income** | **Float** | The income of the managed investor profile | [optional] |
+| **net_worth** | **Float** | The net worth of the managed investor profile | [optional] |
+| **reg_cf_prior_offerings_amount** | **Float** | The prior offering amount of the managed investor profile | [optional] |
+| **beneficiary_account_number** | **String** | The account number of the beneficiary (required). | [optional] |
+| **beneficiary_first_name** | **String** | The first name of the beneficiary (required). | [optional] |
+| **beneficiary_last_name** | **String** | The last name of the beneficiary (required). | [optional] |
+| **beneficiary_suffix** | **String** | The suffix of the beneficiary. | [optional] |
+| **beneficiary_street_address** | **String** | The street address of the beneficiary (required). | [optional] |
+| **beneficiary_unit2** | **String** | The street address line 2 of the beneficiary. | [optional] |
+| **beneficiary_city** | **String** | The city of the beneficiary (required). | [optional] |
+| **beneficiary_region** | **String** | The region or state of the beneficiary (required). | [optional] |
+| **beneficiary_postal_code** | **String** | The postal code or zipcode of the beneficiary (required). | [optional] |
+| **beneficiary_date_of_birth** | **String** | The date of birth of the beneficiary (required). | [optional] |
+| **beneficiary_taxpayer_id** | **String** | The taxpayer identification number of the beneficiary (required). | [optional] |
+| **beneficiary_phone_number** | **String** | The phone number of the beneficiary (required). | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::PostInvestorProfilesManaged.new(
+  email: null,
+  us_accredited_category: null,
+  ca_accredited_investor: null,
+  name: null,
+  street_address: null,
+  unit2: null,
+  city: null,
+  region: null,
+  postal_code: null,
+  taxpayer_id: null,
+  confirmation: null,
+  income: null,
+  net_worth: null,
+  reg_cf_prior_offerings_amount: null,
+  beneficiary_account_number: null,
+  beneficiary_first_name: null,
+  beneficiary_last_name: null,
+  beneficiary_suffix: null,
+  beneficiary_street_address: null,
+  beneficiary_unit2: null,
+  beneficiary_city: null,
+  beneficiary_region: null,
+  beneficiary_postal_code: null,
+  beneficiary_date_of_birth: null,
+  beneficiary_taxpayer_id: null,
+  beneficiary_phone_number: null
+)
+```
+

data/docs/{V1EntitiesInvestorIncentivePlan.md → V1EntitiesDealsIncentivePlan.md}

@@ -1,4 +1,4 @@
-# DealMakerAPI::V1EntitiesInvestorIncentivePlan
+# DealMakerAPI::V1EntitiesDealsIncentivePlan
 
 ## Properties
 
@@ -17,7 +17,7 @@
 ```ruby
 require 'DealMakerAPI'
 
-instance = DealMakerAPI::V1EntitiesInvestorIncentivePlan.new(
+instance = DealMakerAPI::V1EntitiesDealsIncentivePlan.new(
   id: null,
   deal_id: null,
   plan_type: null,

data/docs/{V1EntitiesInvestorIncentiveTier.md → V1EntitiesDealsIncentivePlansIncentiveTier.md}

@@ -1,4 +1,4 @@
-# DealMakerAPI::V1EntitiesInvestorIncentiveTier
+# DealMakerAPI::V1EntitiesDealsIncentivePlansIncentiveTier
 
 ## Properties
 
@@ -15,7 +15,7 @@
 ```ruby
 require 'DealMakerAPI'
 
-instance = DealMakerAPI::V1EntitiesInvestorIncentiveTier.new(
+instance = DealMakerAPI::V1EntitiesDealsIncentivePlansIncentiveTier.new(
   id: null,
   incentive_percentage: null,
   end_at: null,

data/docs/V1EntitiesDealsPriceDetails.md

@@ -0,0 +1,28 @@
+# DealMakerAPI::V1EntitiesDealsPriceDetails
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **full_price** | [**V1EntitiesMoneyEntity**](V1EntitiesMoneyEntity.md) |  | [optional] |
+| **final_price** | [**V1EntitiesMoneyEntity**](V1EntitiesMoneyEntity.md) |  | [optional] |
+| **computed_investment_amount** | **Float** | The computed valid investment amount based on a given investment amount. | [optional] |
+| **computed_number_of_securities** | **Integer** | The computed number of securities that can be purchased with a given investment amount. | [optional] |
+| **effective_tier** | [**V1EntitiesDealsIncentivePlansIncentiveTier**](V1EntitiesDealsIncentivePlansIncentiveTier.md) |  | [optional] |
+| **incentive_plan** | [**V1EntitiesDealsIncentivePlan**](V1EntitiesDealsIncentivePlan.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesDealsPriceDetails.new(
+  full_price: null,
+  final_price: null,
+  computed_investment_amount: null,
+  computed_number_of_securities: null,
+  effective_tier: null,
+  incentive_plan: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileFieldsBeneficiary.md

@@ -0,0 +1,32 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficiary
+
+## 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] |
+| **account_number** | **String** | Beneficiary account number | [optional] |
+| **phone_number** | **String** | Beneficiary phone number | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsBeneficiary.new(
+  first_name: null,
+  last_name: null,
+  suffix: null,
+  date_of_birth: null,
+  taxpayer_id: null,
+  address: null,
+  account_number: null,
+  phone_number: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileFieldsProvider.md

@@ -0,0 +1,30 @@
+# DealMakerAPI::V1EntitiesInvestorProfileFieldsProvider
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **name** | **String** | The provider name | [optional] |
+| **taxpayer_id** | **String** | The taxpayer identification number | [optional] |
+| **confirmation** | **Boolean** | Confirms that the provider is able to custody these securities and release respective funds in order to complete the purchase | [optional] |
+| **income** | **Float** | The income | [optional] |
+| **net_worth** | **Float** | The net worth | [optional] |
+| **reg_cf_prior_offerings_amount** | **Float** | The prior offering amount in the last 12 months | [optional] |
+| **address** | [**V1EntitiesInvestorProfileAddress**](V1EntitiesInvestorProfileAddress.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileFieldsProvider.new(
+  name: null,
+  taxpayer_id: null,
+  confirmation: null,
+  income: null,
+  net_worth: null,
+  reg_cf_prior_offerings_amount: null,
+  address: null
+)
+```
+

data/docs/V1EntitiesInvestorProfileItem.md

@@ -4,7 +4,7 @@
 
 | Name | Type | Description | Notes |
 | ---- | ---- | ----------- | ----- |
-| **profile** | [**V1EntitiesInvestorProfileTrust**](V1EntitiesInvestorProfileTrust.md) |  | [optional] |
+| **profile** | [**V1EntitiesInvestorProfileManaged**](V1EntitiesInvestorProfileManaged.md) |  | [optional] |
 
 ## Example
 

data/docs/V1EntitiesInvestorProfileManaged.md

@@ -0,0 +1,38 @@
+# DealMakerAPI::V1EntitiesInvestorProfileManaged
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **id** | **Integer** | Investor Profile id | [optional] |
+| **user_id** | **Integer** | User id | [optional] |
+| **email** | **String** | User email | [optional] |
+| **type** | **String** | Investor Profile type | [optional] |
+| **us_accredited_category** | **String** | The United States accredited investor information | [optional] |
+| **ca_accredited_investor** | **String** | The Canadian accredited investor information | [optional] |
+| **complete** | **Boolean** | To check if the profile is complete or not | [optional] |
+| **owner_type** | **String** | Type of the investor profile owner | [optional] |
+| **owner** | [**V1EntitiesInvestorProfileOwner**](V1EntitiesInvestorProfileOwner.md) |  | [optional] |
+| **provider** | [**V1EntitiesInvestorProfileFieldsProvider**](V1EntitiesInvestorProfileFieldsProvider.md) |  | [optional] |
+| **beneficiary** | [**V1EntitiesInvestorProfileFieldsBeneficiary**](V1EntitiesInvestorProfileFieldsBeneficiary.md) |  | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesInvestorProfileManaged.new(
+  id: null,
+  user_id: null,
+  email: null,
+  type: null,
+  us_accredited_category: null,
+  ca_accredited_investor: null,
+  complete: null,
+  owner_type: null,
+  owner: null,
+  provider: null,
+  beneficiary: null
+)
+```
+

data/docs/V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData.md

@@ -0,0 +1,18 @@
+# DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData
+
+## Properties
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **country** | **String** | Payout account country | [optional] |
+
+## Example
+
+```ruby
+require 'DealMakerAPI'
+
+instance = DealMakerAPI::V1EntitiesPaymentsSelfServeOnboardingPayoutAccountDetailsData.new(
+  country: null
+)
+```
+