DealMakerAPI 0.93.0 → 0.93.1
Sign up to get free protection for your applications and to get access to all the features.
- checksums.yaml +4 -4
- data/README.md +5 -4
- data/docs/InvestorProfileApi.md +36 -36
- data/docs/V1EntitiesInvestorProfileId.md +18 -0
- data/lib/DealMakerAPI/api/investor_profile_api.rb +27 -27
- data/lib/DealMakerAPI/api_client.rb +10 -8
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_corporation.rb +0 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_id.rb +216 -0
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb +0 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb +0 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_managed.rb +0 -1
- data/lib/DealMakerAPI/models/v1_entities_investor_profile_trust.rb +0 -1
- data/lib/DealMakerAPI/version.rb +1 -1
- data/lib/DealMakerAPI.rb +1 -0
- data/spec/api/investor_profile_api_spec.rb +9 -9
- data/spec/models/v1_entities_investor_profile_id_spec.rb +36 -0
- metadata +6 -2
checksums.yaml
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@@ -1,7 +1,7 @@
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 4755a245e11ca80878643dcc640a55cda9db3c435f431cd0f31320b959b681d0
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data.tar.gz: 5310af9d9bfc3b05b31ee0944d5133fb9d9c333deccad506a6842cda6b3c84c4
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SHA512:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 44da781df9e7f60b94eefaed296112682ef5a5316ea33a08da3854e1aa43c9aa8e55223737d8793f18d3df85e45afd4fc4337d00bab3eca3293cd244934a6d32
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data.tar.gz: 45f3850219f2ee958aef1730ed2cd58ed38d5968b74438be6f6b0341f25cfd279a318e86a8b6f603c2d1d15b7d1d808ac4a01da945f3292b14f17d8c5e2a5f2d
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data/README.md
CHANGED
@@ -338,7 +338,7 @@ Given the high number of updates our platform performs on any investor, we’ve
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This SDK is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
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- API version: 1.75.0
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-
- Package version: 0.93.
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- Package version: 0.93.1
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- Build package: org.openapitools.codegen.languages.RubyClientCodegen
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## Installation
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@@ -354,16 +354,16 @@ gem build DealMakerAPI.gemspec
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Then either install the gem locally:
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```shell
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gem install ./DealMakerAPI-0.93.
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gem install ./DealMakerAPI-0.93.1.gem
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```
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(for development, run `gem install --dev ./DealMakerAPI-0.93.
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(for development, run `gem install --dev ./DealMakerAPI-0.93.1.gem` to install the development dependencies)
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or publish the gem to a gem hosting service, e.g. [RubyGems](https://rubygems.org/).
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Finally add this to the Gemfile:
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gem 'DealMakerAPI', '~> 0.93.
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gem 'DealMakerAPI', '~> 0.93.1'
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### Install from Git
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@@ -554,6 +554,7 @@ Class | Method | HTTP request | Description
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- [DealMakerAPI::V1EntitiesInvestorProfileFieldsSigningOfficer](docs/V1EntitiesInvestorProfileFieldsSigningOfficer.md)
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- [DealMakerAPI::V1EntitiesInvestorProfileFieldsTrust](docs/V1EntitiesInvestorProfileFieldsTrust.md)
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- [DealMakerAPI::V1EntitiesInvestorProfileFieldsTrustee](docs/V1EntitiesInvestorProfileFieldsTrustee.md)
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- [DealMakerAPI::V1EntitiesInvestorProfileId](docs/V1EntitiesInvestorProfileId.md)
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- [DealMakerAPI::V1EntitiesInvestorProfileIndividual](docs/V1EntitiesInvestorProfileIndividual.md)
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- [DealMakerAPI::V1EntitiesInvestorProfileItem](docs/V1EntitiesInvestorProfileItem.md)
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- [DealMakerAPI::V1EntitiesInvestorProfileJoint](docs/V1EntitiesInvestorProfileJoint.md)
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data/docs/InvestorProfileApi.md
CHANGED
@@ -20,7 +20,7 @@ All URIs are relative to *http://api.dealmaker.tech*
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## create_corporation_profile
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> <
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> <V1EntitiesInvestorProfileId> create_corporation_profile(investor_profiles_corporations)
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Create new corporation investor profile.
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> create_corporation_profile_with_http_info(investor_profiles_corporations)
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```ruby
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begin
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data, status_code, headers = api_instance.create_corporation_profile_with_http_info(investor_profiles_corporations)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->create_corporation_profile_with_http_info: #{e}"
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end
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### Return type
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[**
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[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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## create_individual_profile
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> <
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> <V1EntitiesInvestorProfileId> create_individual_profile(investor_profiles_individuals)
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Create new individual investor profile
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> create_individual_profile_with_http_info(investor_profiles_individuals)
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```ruby
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begin
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data, status_code, headers = api_instance.create_individual_profile_with_http_info(investor_profiles_individuals)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->create_individual_profile_with_http_info: #{e}"
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end
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@@ -138,7 +138,7 @@ end
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### Return type
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[**
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[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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@@ -152,7 +152,7 @@ No authorization required
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## create_joint_profile
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> <
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> <V1EntitiesInvestorProfileId> create_joint_profile(investor_profiles_joints)
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Create new joint investor profile
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@@ -182,7 +182,7 @@ end
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> create_joint_profile_with_http_info(investor_profiles_joints)
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```ruby
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begin
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data, status_code, headers = api_instance.create_joint_profile_with_http_info(investor_profiles_joints)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->create_joint_profile_with_http_info: #{e}"
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end
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### Return type
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[**
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[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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@@ -218,7 +218,7 @@ No authorization required
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## create_managed_profile
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> <
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> <V1EntitiesInvestorProfileId> create_managed_profile(investor_profiles_managed)
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Create new managed investor profile.
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> create_managed_profile_with_http_info(investor_profiles_managed)
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```ruby
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begin
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data, status_code, headers = api_instance.create_managed_profile_with_http_info(investor_profiles_managed)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->create_managed_profile_with_http_info: #{e}"
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end
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### Return type
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[**
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[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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@@ -284,7 +284,7 @@ No authorization required
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## create_trust_profile
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> <
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> <V1EntitiesInvestorProfileId> create_trust_profile(investor_profiles_trusts)
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Create new trust investor profile.
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> create_trust_profile_with_http_info(investor_profiles_trusts)
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```ruby
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begin
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data, status_code, headers = api_instance.create_trust_profile_with_http_info(investor_profiles_trusts)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->create_trust_profile_with_http_info: #{e}"
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end
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### Return type
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[**
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[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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## patch_corporation_profile
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-
> <
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> <V1EntitiesInvestorProfileId> patch_corporation_profile(investor_profile_id, investor_profiles_corporations)
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Patch a corporation investor profile
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> patch_corporation_profile_with_http_info(investor_profile_id, investor_profiles_corporations)
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```ruby
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begin
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@@ -603,7 +603,7 @@ begin
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data, status_code, headers = api_instance.patch_corporation_profile_with_http_info(investor_profile_id, investor_profiles_corporations)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->patch_corporation_profile_with_http_info: #{e}"
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end
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@@ -618,7 +618,7 @@ end
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### Return type
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[**
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[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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@@ -632,7 +632,7 @@ No authorization required
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## patch_individual_profile
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> <
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> <V1EntitiesInvestorProfileId> patch_individual_profile(investor_profile_id, investor_profiles_individuals)
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Patch an individual investor profile.
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> patch_individual_profile_with_http_info(investor_profile_id, investor_profiles_individuals)
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```ruby
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begin
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@@ -671,7 +671,7 @@ begin
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data, status_code, headers = api_instance.patch_individual_profile_with_http_info(investor_profile_id, investor_profiles_individuals)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->patch_individual_profile_with_http_info: #{e}"
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end
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@@ -686,7 +686,7 @@ end
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### Return type
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[**
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[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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@@ -700,7 +700,7 @@ No authorization required
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## patch_joint_profile
|
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|
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-
> <
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+
> <V1EntitiesInvestorProfileId> patch_joint_profile(investor_profile_id, investor_profiles_joints)
|
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Patch a joint investor profile
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@@ -731,7 +731,7 @@ end
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This returns an Array which contains the response data, status code and headers.
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> <Array(<
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> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> patch_joint_profile_with_http_info(investor_profile_id, investor_profiles_joints)
|
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```ruby
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begin
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@@ -739,7 +739,7 @@ begin
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data, status_code, headers = api_instance.patch_joint_profile_with_http_info(investor_profile_id, investor_profiles_joints)
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p status_code # => 2xx
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p headers # => { ... }
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-
p data # => <
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p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->patch_joint_profile_with_http_info: #{e}"
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end
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@@ -754,7 +754,7 @@ end
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### Return type
|
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-
[**
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+
[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
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### Authorization
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@@ -768,7 +768,7 @@ No authorization required
|
|
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|
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## patch_trust_profile
|
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|
771
|
-
> <
|
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+
> <V1EntitiesInvestorProfileId> patch_trust_profile(investor_profile_id, investor_profiles_trusts)
|
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Patch a trust investor profile
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@@ -799,7 +799,7 @@ end
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This returns an Array which contains the response data, status code and headers.
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-
> <Array(<
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+
> <Array(<V1EntitiesInvestorProfileId>, Integer, Hash)> patch_trust_profile_with_http_info(investor_profile_id, investor_profiles_trusts)
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```ruby
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begin
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@@ -807,7 +807,7 @@ begin
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data, status_code, headers = api_instance.patch_trust_profile_with_http_info(investor_profile_id, investor_profiles_trusts)
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p status_code # => 2xx
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p headers # => { ... }
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-
p data # => <
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+
p data # => <V1EntitiesInvestorProfileId>
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rescue DealMakerAPI::ApiError => e
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puts "Error when calling InvestorProfileApi->patch_trust_profile_with_http_info: #{e}"
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end
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@@ -822,7 +822,7 @@ end
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### Return type
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-
[**
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+
[**V1EntitiesInvestorProfileId**](V1EntitiesInvestorProfileId.md)
|
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### Authorization
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@@ -0,0 +1,18 @@
|
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1
|
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# DealMakerAPI::V1EntitiesInvestorProfileId
|
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+
|
3
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+
## Properties
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+
|
5
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| Name | Type | Description | Notes |
|
6
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+
| ---- | ---- | ----------- | ----- |
|
7
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+
| **id** | **Integer** | Investor Profile id | [optional] |
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+
|
9
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+
## Example
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+
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+
```ruby
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+
require 'DealMakerAPI'
|
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+
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+
instance = DealMakerAPI::V1EntitiesInvestorProfileId.new(
|
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+
id: null
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+
)
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+
```
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+
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@@ -23,7 +23,7 @@ module DealMakerAPI
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# Create new corporation investor profile associated to the user by email.
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# @param investor_profiles_corporations [PostInvestorProfilesCorporations]
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# @param [Hash] opts the optional parameters
|
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-
# @return [
|
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+
# @return [V1EntitiesInvestorProfileId]
|
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|
def create_corporation_profile(investor_profiles_corporations, opts = {})
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data, _status_code, _headers = create_corporation_profile_with_http_info(investor_profiles_corporations, opts)
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data
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@@ -33,7 +33,7 @@ module DealMakerAPI
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# Create new corporation investor profile associated to the user by email.
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# @param investor_profiles_corporations [PostInvestorProfilesCorporations]
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# @param [Hash] opts the optional parameters
|
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# @return [Array<(
|
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+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
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|
def create_corporation_profile_with_http_info(investor_profiles_corporations, opts = {})
|
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|
if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: InvestorProfileApi.create_corporation_profile ...'
|
@@ -65,7 +65,7 @@ module DealMakerAPI
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post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_corporations)
|
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|
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# return_type
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|
-
return_type = opts[:debug_return_type] || '
|
68
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+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
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|
# auth_names
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auth_names = opts[:debug_auth_names] || []
|
@@ -91,7 +91,7 @@ module DealMakerAPI
|
|
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# Create new individual investor profile associated to the user by email.
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|
# @param investor_profiles_individuals [PostInvestorProfilesIndividuals]
|
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# @param [Hash] opts the optional parameters
|
94
|
-
# @return [
|
94
|
+
# @return [V1EntitiesInvestorProfileId]
|
95
95
|
def create_individual_profile(investor_profiles_individuals, opts = {})
|
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96
|
data, _status_code, _headers = create_individual_profile_with_http_info(investor_profiles_individuals, opts)
|
97
97
|
data
|
@@ -101,7 +101,7 @@ module DealMakerAPI
|
|
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|
# Create new individual investor profile associated to the user by email.
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# @param investor_profiles_individuals [PostInvestorProfilesIndividuals]
|
103
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|
# @param [Hash] opts the optional parameters
|
104
|
-
# @return [Array<(
|
104
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
105
105
|
def create_individual_profile_with_http_info(investor_profiles_individuals, opts = {})
|
106
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|
if @api_client.config.debugging
|
107
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|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.create_individual_profile ...'
|
@@ -133,7 +133,7 @@ module DealMakerAPI
|
|
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|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_individuals)
|
134
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|
|
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135
|
# return_type
|
136
|
-
return_type = opts[:debug_return_type] || '
|
136
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
137
137
|
|
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|
# auth_names
|
139
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|
auth_names = opts[:debug_auth_names] || []
|
@@ -159,7 +159,7 @@ module DealMakerAPI
|
|
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|
# Create new joint investor profile associated to the user by email.
|
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|
# @param investor_profiles_joints [PostInvestorProfilesJoints]
|
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|
# @param [Hash] opts the optional parameters
|
162
|
-
# @return [
|
162
|
+
# @return [V1EntitiesInvestorProfileId]
|
163
163
|
def create_joint_profile(investor_profiles_joints, opts = {})
|
164
164
|
data, _status_code, _headers = create_joint_profile_with_http_info(investor_profiles_joints, opts)
|
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|
data
|
@@ -169,7 +169,7 @@ module DealMakerAPI
|
|
169
169
|
# Create new joint investor profile associated to the user by email.
|
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170
|
# @param investor_profiles_joints [PostInvestorProfilesJoints]
|
171
171
|
# @param [Hash] opts the optional parameters
|
172
|
-
# @return [Array<(
|
172
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
173
173
|
def create_joint_profile_with_http_info(investor_profiles_joints, opts = {})
|
174
174
|
if @api_client.config.debugging
|
175
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|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.create_joint_profile ...'
|
@@ -201,7 +201,7 @@ module DealMakerAPI
|
|
201
201
|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_joints)
|
202
202
|
|
203
203
|
# return_type
|
204
|
-
return_type = opts[:debug_return_type] || '
|
204
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
205
205
|
|
206
206
|
# auth_names
|
207
207
|
auth_names = opts[:debug_auth_names] || []
|
@@ -227,7 +227,7 @@ module DealMakerAPI
|
|
227
227
|
# Create new managed investor profile associated to the user by email.
|
228
228
|
# @param investor_profiles_managed [PostInvestorProfilesManaged]
|
229
229
|
# @param [Hash] opts the optional parameters
|
230
|
-
# @return [
|
230
|
+
# @return [V1EntitiesInvestorProfileId]
|
231
231
|
def create_managed_profile(investor_profiles_managed, opts = {})
|
232
232
|
data, _status_code, _headers = create_managed_profile_with_http_info(investor_profiles_managed, opts)
|
233
233
|
data
|
@@ -237,7 +237,7 @@ module DealMakerAPI
|
|
237
237
|
# Create new managed investor profile associated to the user by email.
|
238
238
|
# @param investor_profiles_managed [PostInvestorProfilesManaged]
|
239
239
|
# @param [Hash] opts the optional parameters
|
240
|
-
# @return [Array<(
|
240
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
241
241
|
def create_managed_profile_with_http_info(investor_profiles_managed, opts = {})
|
242
242
|
if @api_client.config.debugging
|
243
243
|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.create_managed_profile ...'
|
@@ -269,7 +269,7 @@ module DealMakerAPI
|
|
269
269
|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_managed)
|
270
270
|
|
271
271
|
# return_type
|
272
|
-
return_type = opts[:debug_return_type] || '
|
272
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
273
273
|
|
274
274
|
# auth_names
|
275
275
|
auth_names = opts[:debug_auth_names] || []
|
@@ -295,7 +295,7 @@ module DealMakerAPI
|
|
295
295
|
# Create new trust investor profile associated to the user by email.
|
296
296
|
# @param investor_profiles_trusts [PostInvestorProfilesTrusts]
|
297
297
|
# @param [Hash] opts the optional parameters
|
298
|
-
# @return [
|
298
|
+
# @return [V1EntitiesInvestorProfileId]
|
299
299
|
def create_trust_profile(investor_profiles_trusts, opts = {})
|
300
300
|
data, _status_code, _headers = create_trust_profile_with_http_info(investor_profiles_trusts, opts)
|
301
301
|
data
|
@@ -305,7 +305,7 @@ module DealMakerAPI
|
|
305
305
|
# Create new trust investor profile associated to the user by email.
|
306
306
|
# @param investor_profiles_trusts [PostInvestorProfilesTrusts]
|
307
307
|
# @param [Hash] opts the optional parameters
|
308
|
-
# @return [Array<(
|
308
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
309
309
|
def create_trust_profile_with_http_info(investor_profiles_trusts, opts = {})
|
310
310
|
if @api_client.config.debugging
|
311
311
|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.create_trust_profile ...'
|
@@ -337,7 +337,7 @@ module DealMakerAPI
|
|
337
337
|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_trusts)
|
338
338
|
|
339
339
|
# return_type
|
340
|
-
return_type = opts[:debug_return_type] || '
|
340
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
341
341
|
|
342
342
|
# auth_names
|
343
343
|
auth_names = opts[:debug_auth_names] || []
|
@@ -568,7 +568,7 @@ module DealMakerAPI
|
|
568
568
|
# @param investor_profile_id [Integer]
|
569
569
|
# @param investor_profiles_corporations [PatchInvestorProfilesCorporations]
|
570
570
|
# @param [Hash] opts the optional parameters
|
571
|
-
# @return [
|
571
|
+
# @return [V1EntitiesInvestorProfileId]
|
572
572
|
def patch_corporation_profile(investor_profile_id, investor_profiles_corporations, opts = {})
|
573
573
|
data, _status_code, _headers = patch_corporation_profile_with_http_info(investor_profile_id, investor_profiles_corporations, opts)
|
574
574
|
data
|
@@ -579,7 +579,7 @@ module DealMakerAPI
|
|
579
579
|
# @param investor_profile_id [Integer]
|
580
580
|
# @param investor_profiles_corporations [PatchInvestorProfilesCorporations]
|
581
581
|
# @param [Hash] opts the optional parameters
|
582
|
-
# @return [Array<(
|
582
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
583
583
|
def patch_corporation_profile_with_http_info(investor_profile_id, investor_profiles_corporations, opts = {})
|
584
584
|
if @api_client.config.debugging
|
585
585
|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.patch_corporation_profile ...'
|
@@ -615,7 +615,7 @@ module DealMakerAPI
|
|
615
615
|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_corporations)
|
616
616
|
|
617
617
|
# return_type
|
618
|
-
return_type = opts[:debug_return_type] || '
|
618
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
619
619
|
|
620
620
|
# auth_names
|
621
621
|
auth_names = opts[:debug_auth_names] || []
|
@@ -642,7 +642,7 @@ module DealMakerAPI
|
|
642
642
|
# @param investor_profile_id [Integer]
|
643
643
|
# @param investor_profiles_individuals [PatchInvestorProfilesIndividuals]
|
644
644
|
# @param [Hash] opts the optional parameters
|
645
|
-
# @return [
|
645
|
+
# @return [V1EntitiesInvestorProfileId]
|
646
646
|
def patch_individual_profile(investor_profile_id, investor_profiles_individuals, opts = {})
|
647
647
|
data, _status_code, _headers = patch_individual_profile_with_http_info(investor_profile_id, investor_profiles_individuals, opts)
|
648
648
|
data
|
@@ -653,7 +653,7 @@ module DealMakerAPI
|
|
653
653
|
# @param investor_profile_id [Integer]
|
654
654
|
# @param investor_profiles_individuals [PatchInvestorProfilesIndividuals]
|
655
655
|
# @param [Hash] opts the optional parameters
|
656
|
-
# @return [Array<(
|
656
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
657
657
|
def patch_individual_profile_with_http_info(investor_profile_id, investor_profiles_individuals, opts = {})
|
658
658
|
if @api_client.config.debugging
|
659
659
|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.patch_individual_profile ...'
|
@@ -689,7 +689,7 @@ module DealMakerAPI
|
|
689
689
|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_individuals)
|
690
690
|
|
691
691
|
# return_type
|
692
|
-
return_type = opts[:debug_return_type] || '
|
692
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
693
693
|
|
694
694
|
# auth_names
|
695
695
|
auth_names = opts[:debug_auth_names] || []
|
@@ -716,7 +716,7 @@ module DealMakerAPI
|
|
716
716
|
# @param investor_profile_id [Integer]
|
717
717
|
# @param investor_profiles_joints [PatchInvestorProfilesJoints]
|
718
718
|
# @param [Hash] opts the optional parameters
|
719
|
-
# @return [
|
719
|
+
# @return [V1EntitiesInvestorProfileId]
|
720
720
|
def patch_joint_profile(investor_profile_id, investor_profiles_joints, opts = {})
|
721
721
|
data, _status_code, _headers = patch_joint_profile_with_http_info(investor_profile_id, investor_profiles_joints, opts)
|
722
722
|
data
|
@@ -727,7 +727,7 @@ module DealMakerAPI
|
|
727
727
|
# @param investor_profile_id [Integer]
|
728
728
|
# @param investor_profiles_joints [PatchInvestorProfilesJoints]
|
729
729
|
# @param [Hash] opts the optional parameters
|
730
|
-
# @return [Array<(
|
730
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
731
731
|
def patch_joint_profile_with_http_info(investor_profile_id, investor_profiles_joints, opts = {})
|
732
732
|
if @api_client.config.debugging
|
733
733
|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.patch_joint_profile ...'
|
@@ -763,7 +763,7 @@ module DealMakerAPI
|
|
763
763
|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_joints)
|
764
764
|
|
765
765
|
# return_type
|
766
|
-
return_type = opts[:debug_return_type] || '
|
766
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
767
767
|
|
768
768
|
# auth_names
|
769
769
|
auth_names = opts[:debug_auth_names] || []
|
@@ -790,7 +790,7 @@ module DealMakerAPI
|
|
790
790
|
# @param investor_profile_id [Integer]
|
791
791
|
# @param investor_profiles_trusts [PatchInvestorProfilesTrusts]
|
792
792
|
# @param [Hash] opts the optional parameters
|
793
|
-
# @return [
|
793
|
+
# @return [V1EntitiesInvestorProfileId]
|
794
794
|
def patch_trust_profile(investor_profile_id, investor_profiles_trusts, opts = {})
|
795
795
|
data, _status_code, _headers = patch_trust_profile_with_http_info(investor_profile_id, investor_profiles_trusts, opts)
|
796
796
|
data
|
@@ -801,7 +801,7 @@ module DealMakerAPI
|
|
801
801
|
# @param investor_profile_id [Integer]
|
802
802
|
# @param investor_profiles_trusts [PatchInvestorProfilesTrusts]
|
803
803
|
# @param [Hash] opts the optional parameters
|
804
|
-
# @return [Array<(
|
804
|
+
# @return [Array<(V1EntitiesInvestorProfileId, Integer, Hash)>] V1EntitiesInvestorProfileId data, response status code and response headers
|
805
805
|
def patch_trust_profile_with_http_info(investor_profile_id, investor_profiles_trusts, opts = {})
|
806
806
|
if @api_client.config.debugging
|
807
807
|
@api_client.config.logger.debug 'Calling API: InvestorProfileApi.patch_trust_profile ...'
|
@@ -837,7 +837,7 @@ module DealMakerAPI
|
|
837
837
|
post_body = opts[:debug_body] || @api_client.object_to_http_body(investor_profiles_trusts)
|
838
838
|
|
839
839
|
# return_type
|
840
|
-
return_type = opts[:debug_return_type] || '
|
840
|
+
return_type = opts[:debug_return_type] || 'V1EntitiesInvestorProfileId'
|
841
841
|
|
842
842
|
# auth_names
|
843
843
|
auth_names = opts[:debug_auth_names] || []
|
@@ -187,14 +187,16 @@ module DealMakerAPI
|
|
187
187
|
chunk.force_encoding(encoding)
|
188
188
|
tempfile.write(chunk)
|
189
189
|
end
|
190
|
-
request
|
191
|
-
|
192
|
-
|
193
|
-
|
194
|
-
|
195
|
-
|
196
|
-
|
197
|
-
|
190
|
+
# run the request to ensure the tempfile is created successfully before returning it
|
191
|
+
request.run
|
192
|
+
if tempfile
|
193
|
+
tempfile.close
|
194
|
+
@config.logger.info "Temp file written to #{tempfile.path}, please copy the file to a proper folder "\
|
195
|
+
"with e.g. `FileUtils.cp(tempfile.path, '/new/file/path')` otherwise the temp file "\
|
196
|
+
"will be deleted automatically with GC. It's also recommended to delete the temp file "\
|
197
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#DealMaker API
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## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. This is the technical documentation for our API. There are tutorials and examples of integrations with our API available on our [knowledge centre](https://help.dealmaker.tech/training-centre) as well. # Libraries - Javascript - Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. Before you [generate an access token](#how-to-generate-an-access-token) your must first [create an application](#create-an-application) on your portal and retrieve the your client ID and secret ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://app.dealmaker.tech/developer/applications). To create an API Application, click on your user name in the top right corner to open a dropdown menu, and select \"Integrations\". Under the API settings tab, click the `Create New Application` button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-1.png) Name your application and assign the level of permissions for this application ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-2.png) Once your application is created, save in a secure space your client ID and secret. **WARNING**: The secret key will not be visible after you click the close button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-3.png) From the developer tab, you will be able to view and manage all the available applications ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-4.png) Each Application consists of a client id, secret and set of scopes. The scopes define what resources you want to have access to. The client ID and secret are used to generate an access token. You will need to create an application to use API endpoints. ## How to generate an access token After creating an application, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters: `token endpoint` - https://app.dealmaker.tech/oauth/token `grant_type` - must be set to `client_credentials` `client_id` - the Client ID displayed when you created the OAuth application in the previous step `client_secret` - the Client Secret displayed when you created the OAuth application in the previous step `scope` - the scope is established when you created the OAuth application in the previous step Note: The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one. To use the access token, you must set a plain text header named `Authorization` with the contents of the header being “Bearer XXX” where XXX is your generated access token. ### Example #### Postman Here's an example on how to generate the access token with Postman, where `{{CLIENT_ID}}` and `{{CLIENT_SECRET}}` are the values generated after following the steps on [Create an Application](#create-an-application) ![Get access token postman example](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/token-postman.png) # Status Codes ## Content-Type Header All responses are returned in JSON format. We specify this by sending the Content-Type header. ## Status Codes Below is a table containing descriptions of the various status codes we currently support against various resources. Sometimes your API call will generate an error. Here you will find additional information about what to expect if you don’t format your request properly, or we fail to properly process your request. | Status Code | Description | | ----------- | ----------- | | `200` | Success | | `403` | Forbidden | | `404` | Not found | # Pagination Pagination is used to divide large responses is smaller portions (pages). By default, all endpoints return a maximum of 25 records per page. You can change the number of records on a per request basis by passing a `per_page` parameter in the request header parameters. The largest supported `per_page` parameter is 100. When the response exceeds the `per_page` parameter, you can paginate through the records by increasing the `offset` parameter. Example: `offset=25` will return 25 records starting from 26th record. You may also paginate using the `page` parameter to indicate the page number you would like to show on the response. Please review the table below for the input parameters ## Inputs | Parameter | Description | | ---------- | ------------------------------------------------------------------------------- | | `per_page` | Amount of records included on each page (Default is 25) | | `page` | Page number | | `offset` | Amount of records offset on the API request where 0 represents the first record | ## Response Headers | Response Header | Description | | --------------- | -------------------------------------------- | | `X-Total` | Total number of records of response | | `X-Total-Pages` | Total number of pages of response | | `X-Per-Page` | Total number of records per page of response | | `X-Page` | Number of current page | | `X-Next-Page` | Number of next page | | `X-Prev-Page` | Number of previous page | | `X-Offset` | Total number of records offset | # Search and Filtering (The q parameter) The q optional parameter accepts a string as input and allows you to filter the request based on that string. Please note that search strings must be encoded according to ASCII. For example, \"john+investor@dealmaker.tech\" should be passed as “john%2Binvestor%40dealmaker.tech”. There are two main ways to filter with it. ## Keyword filtering Some keywords allow you to filter investors based on a specific “scope” of the investors, for example using the string “Invited” will filter all investors with the status invited, and the keyword “Has attachments” will filter investors with attachments. Here’s a list of possible keywords and the “scope” each one of the keywords filters by: | Keywords | Scope | Decoded Example | Encoded Example | | ---------------------------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | Signed on \\(date range\\) | Investors who signed in the provided date range | Signed on (date range) [2020-07-01:2020-07-31] | `Signed%20on%20%28date%20range%29%20%5B2020-07-01%3A2020-07-31%5D` | | Enabled for countersignature on \\(date range\\) | Investors who were enabled for counter signature in the provided date range | Enabled for countersignature on (date range) [2022-05-24:2022-05-25] | `Enabled%20for%20countersignature%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Accepted on \\(date range\\) | Investors accepted in the provided date rage | Accepted on (date range) [2022-05-24:2022-05-25] | `Accepted%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Offline | Investors added to the deal offline | Offline | `Offline` | | Online | Investors added to the deal online | Online | `Online` | | Signed | Investors who signed their agreement | Signed | `Signed` | | Waiting for countersignature | Investors who have signed and are waiting for counter signature | Waiting for countersignature | `Waiting%20for%20countersignature` | | Invited | Investors on the Invited Status | Invited | `Invited` | | Accepted | Investors in the Accepted Status | Accepted | `Accepted` | | Questionnaire in progress | All Investors who have not finished completing the questionnaire | Questionnaire in progress | `Questionnaire%20in%20progress` | | Has attachments | All Investors with attachments | Has attachments | `Has%20attachments` | | Has notes | All Investors with notes | Has notes | `Has%20notes` | | Waiting for co-signature | Investors who have signed and are waiting for co-signature | Waiting for co-signature | `Waiting%20for%20co-signature` | | Background Check Approved | Investors with approved background check | Background Check Approved | `Background%20Check%20Approved` | | Document Review Pending | Investors with pending review | Document Review Pending | `Document%20Review%20Pending` | | Document Upload Pending | Investors with pending documents to upload | Document Upload Pending | `Document%20Upload%20Pending` | | Required adjudicator review | Investors who are required to be review by the adjudicator | Required adjudicator review | `Required%20adjudicator%20review` | --- **NOTE** Filtering keywords are case sensitive and need to be encoded --- ## Search String Any value for the parameter which does not match one of the keywords listed above, will use fields like `first name`, `last name`, `email`, `tags` to search for the investor. For example, if you search “Robert”, because this does not match one of the keywords listed above, it will then return any investors who have the string “Robert” in their name, email, or tags fields. # Versioning The latest version is v1. The version can be updated on the `Accept` header, just set the version as stated on the following example: ``` Accept:application/vnd.dealmaker-v1+json ``` | Version | Accept Header | | ------- | ----------------------------------- | | `v1` | application/vnd.dealmaker-`v1`+json | # SDK’s For instruction on installing SDKs, please view the following links - [Javascript](https://github.com/DealMakerTech/api/tree/main/v1/clients/javascript) - [Ruby](https://github.com/DealMakerTech/api/tree/main/v1/clients/ruby) # Webhooks Our webhooks functionality allows clients to automatically receive updates on a deal's investor data. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) Via webhooks clients can subscribe to the following events as they happen on Dealmaker: - Investor is created - Investor details are updated (any of the investor details above change or are updated) - Investor has signed their agreement - Invertor fully funded their investment - Investor has been accepted - Investor is deleted A URL supplied by the client will receive all the events with the information as part of the payload. Clients are able to add and update the URL within DealMaker. ## Configuration For a comprehensive guide on how to configure Webhooks please visit our support article: [Configuring Webhooks on DealMaker – DealMaker Support](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker). As a developer user on DealMaker, you are able to configure webhooks by following the steps below: 1. Sign into Dealmaker 2. Go to **“Your profile”** in the top right corner 3. Access an **“Integrations”** configuration via the left menu 4. The developer configures webhooks by including: - The HTTPS URL where the request will be sent - Optionally, a security token that we would use to build a SHA1 hash that would be included in the request headers. The name of the header is `X-DealMaker-Signature`. If the secret is not specified, the hash won’t be included in the headers. - The Deal(s) to include in the webhook subscription - An email address that will be used to notify about errors. 5. The developers can disable webhooks temporarily if needed ## Specification ### Events The initial set of events will be related to the investor. The events are: 1. `investor.created` - Triggers every time a new investor is added to a deal 2. `investor.updated` - Triggers on updates to any of the following fields: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - Tags - When the investor status is signed, the payload also includes a link to the signed document; the link expires after 30 minutes 3. `investor.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `investor.deleted` - Triggers when the investor is removed from the deal - The investor key of the payload only includes investor ID - The deal is not included in the payload. Due to our implementation it’s impossible to retrieve the deal the investor was part of ### Requests - The request is a `POST` - The payload’s `content-type` is `application/json` - Only `2XX` responses are considered successful. In the event of a different response, we consider it failed and queue the event for retry - We retry the request five times, after the initial attempt. Doubling the waiting time between intervals with each try. The first retry happens after 30 seconds, then 60 seconds, 2 mins, 4 minutes, and 8 minutes. This timing scheme gives the receiver about 1 hour if all the requests fail - If an event fails all the attempts to be delivered, we send an email to the address that the user configured ### Payload #### Common Properties There will be some properties that are common to all the events on the system. | Key | Type | Description | | ----------------- | ------ | -------------------------------------------------------------------------------------- | | event | String | The event that triggered the call | | event_id | String | A unique identifier for the event | | deal<sup>\\*</sup> | Object | The deal in which the event occurred. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State Here is a brief description of each investor state: - **Draft:** the investor is added to the platform but hasn't been invited yet and cannot access the portal - **Invited:** the investor was added to the platform but hasn’t completed the questionnaire - **Signed:** the investor signed the document (needs approval from Lawyer or Reviewer before countersignature) - **Waiting:** the investor was approved for countersignature by any of the Lawyers or Reviewers in the deal - **Accepted:** the investor's agreement was countersigned by the Signatory - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
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# Create new corporation investor profile associated to the user by email.
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=begin
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#DealMaker API
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## Introduction Welcome to DealMaker’s Web API v1! This API is RESTful, easy to integrate with, and offers support in 2 different languages. This is the technical documentation for our API. There are tutorials and examples of integrations with our API available on our [knowledge centre](https://help.dealmaker.tech/training-centre) as well. # Libraries - Javascript - Ruby # Authentication To authenticate, add an Authorization header to your API request that contains an access token. Before you [generate an access token](#how-to-generate-an-access-token) your must first [create an application](#create-an-application) on your portal and retrieve the your client ID and secret ## Create an Application DealMaker’s Web API v1 supports the use of OAuth applications. Applications can be generated in your [account](https://app.dealmaker.tech/developer/applications). To create an API Application, click on your user name in the top right corner to open a dropdown menu, and select \"Integrations\". Under the API settings tab, click the `Create New Application` button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-1.png) Name your application and assign the level of permissions for this application ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-2.png) Once your application is created, save in a secure space your client ID and secret. **WARNING**: The secret key will not be visible after you click the close button ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-3.png) From the developer tab, you will be able to view and manage all the available applications ![Screenshot](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/api-application-4.png) Each Application consists of a client id, secret and set of scopes. The scopes define what resources you want to have access to. The client ID and secret are used to generate an access token. You will need to create an application to use API endpoints. ## How to generate an access token After creating an application, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters: `token endpoint` - https://app.dealmaker.tech/oauth/token `grant_type` - must be set to `client_credentials` `client_id` - the Client ID displayed when you created the OAuth application in the previous step `client_secret` - the Client Secret displayed when you created the OAuth application in the previous step `scope` - the scope is established when you created the OAuth application in the previous step Note: The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one. To use the access token, you must set a plain text header named `Authorization` with the contents of the header being “Bearer XXX” where XXX is your generated access token. ### Example #### Postman Here's an example on how to generate the access token with Postman, where `{{CLIENT_ID}}` and `{{CLIENT_SECRET}}` are the values generated after following the steps on [Create an Application](#create-an-application) ![Get access token postman example](https://s3.ca-central-1.amazonaws.com/docs.dealmaker.tech/images/token-postman.png) # Status Codes ## Content-Type Header All responses are returned in JSON format. We specify this by sending the Content-Type header. ## Status Codes Below is a table containing descriptions of the various status codes we currently support against various resources. Sometimes your API call will generate an error. Here you will find additional information about what to expect if you don’t format your request properly, or we fail to properly process your request. | Status Code | Description | | ----------- | ----------- | | `200` | Success | | `403` | Forbidden | | `404` | Not found | # Pagination Pagination is used to divide large responses is smaller portions (pages). By default, all endpoints return a maximum of 25 records per page. You can change the number of records on a per request basis by passing a `per_page` parameter in the request header parameters. The largest supported `per_page` parameter is 100. When the response exceeds the `per_page` parameter, you can paginate through the records by increasing the `offset` parameter. Example: `offset=25` will return 25 records starting from 26th record. You may also paginate using the `page` parameter to indicate the page number you would like to show on the response. Please review the table below for the input parameters ## Inputs | Parameter | Description | | ---------- | ------------------------------------------------------------------------------- | | `per_page` | Amount of records included on each page (Default is 25) | | `page` | Page number | | `offset` | Amount of records offset on the API request where 0 represents the first record | ## Response Headers | Response Header | Description | | --------------- | -------------------------------------------- | | `X-Total` | Total number of records of response | | `X-Total-Pages` | Total number of pages of response | | `X-Per-Page` | Total number of records per page of response | | `X-Page` | Number of current page | | `X-Next-Page` | Number of next page | | `X-Prev-Page` | Number of previous page | | `X-Offset` | Total number of records offset | # Search and Filtering (The q parameter) The q optional parameter accepts a string as input and allows you to filter the request based on that string. Please note that search strings must be encoded according to ASCII. For example, \"john+investor@dealmaker.tech\" should be passed as “john%2Binvestor%40dealmaker.tech”. There are two main ways to filter with it. ## Keyword filtering Some keywords allow you to filter investors based on a specific “scope” of the investors, for example using the string “Invited” will filter all investors with the status invited, and the keyword “Has attachments” will filter investors with attachments. Here’s a list of possible keywords and the “scope” each one of the keywords filters by: | Keywords | Scope | Decoded Example | Encoded Example | | ---------------------------------------------- | --------------------------------------------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | Signed on \\(date range\\) | Investors who signed in the provided date range | Signed on (date range) [2020-07-01:2020-07-31] | `Signed%20on%20%28date%20range%29%20%5B2020-07-01%3A2020-07-31%5D` | | Enabled for countersignature on \\(date range\\) | Investors who were enabled for counter signature in the provided date range | Enabled for countersignature on (date range) [2022-05-24:2022-05-25] | `Enabled%20for%20countersignature%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Accepted on \\(date range\\) | Investors accepted in the provided date rage | Accepted on (date range) [2022-05-24:2022-05-25] | `Accepted%20on%20(date%20range)%20%5B2022-05-24%3A2022-05-25%5D` | | Offline | Investors added to the deal offline | Offline | `Offline` | | Online | Investors added to the deal online | Online | `Online` | | Signed | Investors who signed their agreement | Signed | `Signed` | | Waiting for countersignature | Investors who have signed and are waiting for counter signature | Waiting for countersignature | `Waiting%20for%20countersignature` | | Invited | Investors on the Invited Status | Invited | `Invited` | | Accepted | Investors in the Accepted Status | Accepted | `Accepted` | | Questionnaire in progress | All Investors who have not finished completing the questionnaire | Questionnaire in progress | `Questionnaire%20in%20progress` | | Has attachments | All Investors with attachments | Has attachments | `Has%20attachments` | | Has notes | All Investors with notes | Has notes | `Has%20notes` | | Waiting for co-signature | Investors who have signed and are waiting for co-signature | Waiting for co-signature | `Waiting%20for%20co-signature` | | Background Check Approved | Investors with approved background check | Background Check Approved | `Background%20Check%20Approved` | | Document Review Pending | Investors with pending review | Document Review Pending | `Document%20Review%20Pending` | | Document Upload Pending | Investors with pending documents to upload | Document Upload Pending | `Document%20Upload%20Pending` | | Required adjudicator review | Investors who are required to be review by the adjudicator | Required adjudicator review | `Required%20adjudicator%20review` | --- **NOTE** Filtering keywords are case sensitive and need to be encoded --- ## Search String Any value for the parameter which does not match one of the keywords listed above, will use fields like `first name`, `last name`, `email`, `tags` to search for the investor. For example, if you search “Robert”, because this does not match one of the keywords listed above, it will then return any investors who have the string “Robert” in their name, email, or tags fields. # Versioning The latest version is v1. The version can be updated on the `Accept` header, just set the version as stated on the following example: ``` Accept:application/vnd.dealmaker-v1+json ``` | Version | Accept Header | | ------- | ----------------------------------- | | `v1` | application/vnd.dealmaker-`v1`+json | # SDK’s For instruction on installing SDKs, please view the following links - [Javascript](https://github.com/DealMakerTech/api/tree/main/v1/clients/javascript) - [Ruby](https://github.com/DealMakerTech/api/tree/main/v1/clients/ruby) # Webhooks Our webhooks functionality allows clients to automatically receive updates on a deal's investor data. Some of the data that the webhooks include: - Investor Name - Date created - Email - Phone - Allocation - Attachments - Accredited investor status - Accredited investor category - State (Draft, Invited, Signed, Accepted, Waiting, Inactive) Via webhooks clients can subscribe to the following events as they happen on Dealmaker: - Investor is created - Investor details are updated (any of the investor details above change or are updated) - Investor has signed their agreement - Invertor fully funded their investment - Investor has been accepted - Investor is deleted A URL supplied by the client will receive all the events with the information as part of the payload. Clients are able to add and update the URL within DealMaker. ## Configuration For a comprehensive guide on how to configure Webhooks please visit our support article: [Configuring Webhooks on DealMaker – DealMaker Support](https://help.dealmaker.tech/configuring-webhooks-on-dealmaker). As a developer user on DealMaker, you are able to configure webhooks by following the steps below: 1. Sign into Dealmaker 2. Go to **“Your profile”** in the top right corner 3. Access an **“Integrations”** configuration via the left menu 4. The developer configures webhooks by including: - The HTTPS URL where the request will be sent - Optionally, a security token that we would use to build a SHA1 hash that would be included in the request headers. The name of the header is `X-DealMaker-Signature`. If the secret is not specified, the hash won’t be included in the headers. - The Deal(s) to include in the webhook subscription - An email address that will be used to notify about errors. 5. The developers can disable webhooks temporarily if needed ## Specification ### Events The initial set of events will be related to the investor. The events are: 1. `investor.created` - Triggers every time a new investor is added to a deal 2. `investor.updated` - Triggers on updates to any of the following fields: - Status - Name - Email - (this is a user field so we trigger event for all investors with webhook subscription) - Allocated Amount - Investment Amount - Accredited investor fields - Adding or removing attachments - Tags - When the investor status is signed, the payload also includes a link to the signed document; the link expires after 30 minutes 3. `investor.signed` - Triggers when the investor signs their subscription agreement (terms and conditions) - When this happens the investor.state becomes `signed` - This event includes the same fields as the `investor.updated` event 4. `investor.funded` - Triggers when the investor becomes fully funded - This happens when the investor.funded_state becomes `funded` - This event includes the same fields as the `investor.updated` event 5. `investor.accepted` - Triggers when the investor is countersigned - When this happens the investor.state becomes `accepted` - This event includes the same fields as the `investor.updated` event 6. `investor.deleted` - Triggers when the investor is removed from the deal - The investor key of the payload only includes investor ID - The deal is not included in the payload. Due to our implementation it’s impossible to retrieve the deal the investor was part of ### Requests - The request is a `POST` - The payload’s `content-type` is `application/json` - Only `2XX` responses are considered successful. In the event of a different response, we consider it failed and queue the event for retry - We retry the request five times, after the initial attempt. Doubling the waiting time between intervals with each try. The first retry happens after 30 seconds, then 60 seconds, 2 mins, 4 minutes, and 8 minutes. This timing scheme gives the receiver about 1 hour if all the requests fail - If an event fails all the attempts to be delivered, we send an email to the address that the user configured ### Payload #### Common Properties There will be some properties that are common to all the events on the system. | Key | Type | Description | | ----------------- | ------ | -------------------------------------------------------------------------------------- | | event | String | The event that triggered the call | | event_id | String | A unique identifier for the event | | deal<sup>\\*</sup> | Object | The deal in which the event occurred. please see below for an example on the deal object<sup>\\*\\*</sup> | <sup>\\*</sup>This field is not included when deleting a resource <sup>\\*\\*</sup> Sample Deal Object in the webhook payload ```json \"deal\": { \"id\": 0, \"title\": \"string\", \"created_at\": \"2022-12-06T18:14:44.000Z\", \"updated_at\": \"2022-12-08T12:46:48.000Z\", \"state\": \"string\", \"currency\": \"string\", \"security_type\": \"string\", \"price_per_security\": 0.00, \"deal_type\": \"string\", \"minimum_investment\": 0, \"maximum_investment\": 0, \"issuer\": { \"id\": 0, \"name\": \"string\" }, \"enterprise\": { \"id\": 0, \"name\": \"string\" } } ``` #### Common Properties (investor scope) By design, we have incorporated on the webhooks payload the same investor-related fields included in the Investor model, for reference on the included fields, their types and values please click [here](https://docs.dealmaker.tech/#tag/investor_model). This will allow you to get all the necessary information you need about a particular investor without having to call the Get Investor by ID endpoint. | #### Investor State Here is a brief description of each investor state: - **Draft:** the investor is added to the platform but hasn't been invited yet and cannot access the portal - **Invited:** the investor was added to the platform but hasn’t completed the questionnaire - **Signed:** the investor signed the document (needs approval from Lawyer or Reviewer before countersignature) - **Waiting:** the investor was approved for countersignature by any of the Lawyers or Reviewers in the deal - **Accepted:** the investor's agreement was countersigned by the Signatory - **Inactive** the investor is no longer eligible to participate in the offering. This may be because their warrant expired, they requested a refund, or they opted out of the offering #### Update Delay Given the high number of updates our platform performs on any investor, we’ve added a cool down period on update events that allows us to “group” updates and trigger only one every minute. In consequence, update events will be delivered 1 minute after the initial request was made and will include the latest version of the investor data at delivery time.
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The version of the OpenAPI document: 1.75.0
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=end
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# Unit tests for DealMakerAPI::V1EntitiesInvestorProfileId
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# Automatically generated by openapi-generator (https://openapi-generator.tech)
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# Please update as you see appropriate
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describe DealMakerAPI::V1EntitiesInvestorProfileId do
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let(:instance) { DealMakerAPI::V1EntitiesInvestorProfileId.new }
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describe 'test an instance of V1EntitiesInvestorProfileId' do
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it 'should create an instance of V1EntitiesInvestorProfileId' do
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# uncomment below to test the instance creation
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#expect(instance).to be_instance_of(DealMakerAPI::V1EntitiesInvestorProfileId)
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--- !ruby/object:Gem::Specification
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name: DealMakerAPI
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version: !ruby/object:Gem::Version
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version: 0.93.
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version: 0.93.1
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platform: ruby
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authors:
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- DealMaker
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autorequire:
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bindir: bin
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cert_chain: []
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date: 2023-12-
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date: 2023-12-11 00:00:00.000000000 Z
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dependencies:
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- docs/V1EntitiesInvestorProfileJoint.md
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@@ -264,6 +265,7 @@ files:
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264
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- lib/DealMakerAPI/models/v1_entities_investor_profile_fields_signing_officer.rb
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- lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trust.rb
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- lib/DealMakerAPI/models/v1_entities_investor_profile_fields_trustee.rb
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268
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+
- lib/DealMakerAPI/models/v1_entities_investor_profile_id.rb
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- lib/DealMakerAPI/models/v1_entities_investor_profile_individual.rb
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- lib/DealMakerAPI/models/v1_entities_investor_profile_item.rb
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- lib/DealMakerAPI/models/v1_entities_investor_profile_joint.rb
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@@ -378,6 +380,7 @@ files:
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- spec/models/v1_entities_investor_profile_fields_signing_officer_spec.rb
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- spec/models/v1_entities_investor_profile_fields_trust_spec.rb
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380
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- spec/models/v1_entities_investor_profile_fields_trustee_spec.rb
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383
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+
- spec/models/v1_entities_investor_profile_id_spec.rb
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- spec/models/v1_entities_investor_profile_individual_spec.rb
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- spec/models/v1_entities_investor_profile_item_spec.rb
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- spec/models/v1_entities_investor_profile_joint_spec.rb
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@@ -508,6 +511,7 @@ test_files:
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508
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- spec/models/v1_entities_background_check_search_spec.rb
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509
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- spec/models/create_bulk_upload_request_spec.rb
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510
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- spec/models/v1_entities_company_deal_spec.rb
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514
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+
- spec/models/v1_entities_investor_profile_id_spec.rb
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511
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- spec/models/v1_entities_investor_profile_fields_beneficial_owner_spec.rb
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512
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- spec/models/v1_entities_deals_incentive_plan_spec.rb
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513
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- spec/models/v1_entities_deal_issuer_spec.rb
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