@monarkmarkets/api-client 1.1.124 → 1.2.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/dist/Client.d.ts CHANGED
@@ -25,7 +25,8 @@ export declare class Client {
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  * @param preIPOCompanySPVId (optional) PreIPOCompanySPVId to filter by.
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  * @param preIPOCompanyInvestmentId (optional) PreIPOCompanyInvestmentId to filter by.
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  * @param investorSubscriptionId (optional) InvestorSubscriptionId to filter by.
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- * @param registeredFundId (optional)
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+ * @param registeredFundId (optional) RegisteredFundId to filter by.
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+ * @param registeredFundSubscriptionId (optional) RegisteredFundSubscriptionId to filter by.
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  * @param documentType (optional) Type of document to filter by.
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  * @param exactMatch (optional) Only returns the items exactly matching the parameters given.
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  * @param page (optional) Page number for pagination.
@@ -33,7 +34,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return OK
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  */
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- document2(investorId: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanySPVId: string | undefined, preIPOCompanyInvestmentId: string | undefined, investorSubscriptionId: string | undefined, registeredFundId: string | undefined, documentType: DocumentType | undefined, exactMatch: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder | undefined): Promise<DocumentApiResponse>;
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+ document2(investorId: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanySPVId: string | undefined, preIPOCompanyInvestmentId: string | undefined, investorSubscriptionId: string | undefined, registeredFundId: string | undefined, registeredFundSubscriptionId: string | undefined, documentType: DocumentType | undefined, exactMatch: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder | undefined): Promise<DocumentApiResponse>;
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  protected processDocument2(response: Response): Promise<DocumentApiResponse>;
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  /**
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  * Signs a document by a document ID.
@@ -90,13 +91,21 @@ export declare class Client {
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  protected processFinancialInstitution(response: Response): Promise<FinancialInstitution>;
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  /**
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  * Get all Financial Institutions
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+ * @param referenceId (optional) Optional reference Id to filter by.
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  * @param page (optional)
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  * @param pageSize (optional)
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  * @param sortOrder (optional)
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  * @return OK
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  */
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- financialInstitution2(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder3 | undefined): Promise<FinancialInstitutionApiResponse>;
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+ financialInstitution2(referenceId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder3 | undefined): Promise<FinancialInstitutionApiResponse>;
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  protected processFinancialInstitution2(response: Response): Promise<FinancialInstitutionApiResponse>;
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+ /**
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+ * Update an Financial Institution's Reference ID.
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+ * @param body (optional) The request containing the updated reference information.
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+ * @return No Content
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+ */
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+ reference(body: UpdateFinancialInstitutionReferenceId | undefined): Promise<void>;
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+ protected processReference(response: Response): Promise<void>;
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  /**
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  * Create an Indication of Interest
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  * @param body (optional) create IndicationOfInterest information.
@@ -227,12 +236,13 @@ export declare class Client {
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  * @param preIPOCompanyName (optional) Optional Company Name to filter on.
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  * @param preIPOCompanySPVName (optional) Optional SPV Name to filter on.
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  * @param tradingSymbol (optional) Optional Trading Symbol to filter on.
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+ * @param orderReferenceId (optional)
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  * @param page (optional)
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  * @param pageSize (optional)
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  * @param sortOrder (optional)
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  * @return OK
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  */
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- investorSubscriptionGET(preIpoCompanySpvId: string | undefined, investorId: string | undefined, status: Status | undefined, preIPOCompanyName: string | undefined, preIPOCompanySPVName: string | undefined, tradingSymbol: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder6 | undefined): Promise<InvestorSubscriptionApiResponse>;
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+ investorSubscriptionGET(preIpoCompanySpvId: string | undefined, investorId: string | undefined, status: Status | undefined, preIPOCompanyName: string | undefined, preIPOCompanySPVName: string | undefined, tradingSymbol: string | undefined, orderReferenceId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder6 | undefined): Promise<InvestorSubscriptionApiResponse>;
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  protected processInvestorSubscriptionGET(response: Response): Promise<InvestorSubscriptionApiResponse>;
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  /**
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  * Update an InvestorSubscription.
@@ -553,15 +563,17 @@ export declare class Client {
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  preIpoCompany2(searchTerm: string | undefined, searchCategories: string[] | undefined, sortBy: SortBy | undefined, sortOrder: SortOrder7 | undefined, minLastValuation: number | undefined, maxLastValuation: number | undefined, minTotalFunding: number | undefined, maxTotalFunding: number | undefined, listingType: string | undefined, isActive: boolean | undefined, page: number | undefined, pageSize: number | undefined): Promise<PreIPOCompanyApiResponse>;
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  protected processPreIpoCompany2(response: Response): Promise<PreIPOCompanyApiResponse>;
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  /**
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- * Get all PreIPOCompanies with extra details.
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- * @param includes (optional) List of elements to include in the result.
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+ * Bulk Download all PreIPOCompanies.
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+ * @param filterId (optional) Optional filter ID to narrow down the PreIPOCompanies.
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+ * @param filterBy (optional) Optional filter type to categorize the PreIPOCompanies (e.g., Company, Investment, Spv).
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+ * @param includes (optional) Optional list of additional data to include with the response (e.g., News, Research, Investments).
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  * @param listingType (optional) Optional listing status filter.
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  * @param isActive (optional) Optional active state filter.
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- * @param page (optional) Which page number to return.
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- * @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
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- * @return OK
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+ * @param page (optional) Page number for pagination, starting from 1.
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+ * @param pageSize (optional) Number of items per page for pagination, Default = 25.
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+ * @return Returns the filtered and paginated list of detailed PreIPOCompanies.
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  */
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- detailed(includes: Includes[] | undefined, listingType: string | undefined, isActive: boolean | undefined, page: number | undefined, pageSize: number | undefined): Promise<BulkPreIPOCompanyApiResponse>;
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+ detailed(filterId: string | undefined, filterBy: FilterBy | undefined, includes: Includes[] | undefined, listingType: string | undefined, isActive: boolean | undefined, page: number | undefined, pageSize: number | undefined): Promise<BulkPreIPOCompanyApiResponse>;
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  protected processDetailed(response: Response): Promise<BulkPreIPOCompanyApiResponse>;
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  /**
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  * Get the PreIPOCompanyFundingRound by the specified Id.
@@ -898,7 +910,7 @@ export declare class BulkPreIPOCompany implements IBulkPreIPOCompany {
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  /** Type of entity of the PreIPOCompany. */
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  type?: BulkPreIPOCompanyType;
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  /** The year the PreIPOCompany was established. */
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- yearEst?: Date | undefined;
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+ yearEst?: number | undefined;
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  /** The number of employees at the PreIPO Company. */
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  numJobs?: number | undefined;
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  /** Short description of the PreIPOCompany. */
@@ -981,7 +993,7 @@ export interface IBulkPreIPOCompany {
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  /** Type of entity of the PreIPOCompany. */
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  type?: BulkPreIPOCompanyType;
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  /** The year the PreIPOCompany was established. */
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- yearEst?: Date | undefined;
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+ yearEst?: number | undefined;
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  /** The number of employees at the PreIPO Company. */
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  numJobs?: number | undefined;
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  /** Short description of the PreIPOCompany. */
@@ -1085,7 +1097,7 @@ export declare class BulkPreIPOCompanySPV implements IBulkPreIPOCompanySPV {
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  exemptionsClaimed?: exemptionsClaimed[] | undefined;
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  /** The stage that an SPV is in. Refer to the “SPV Status Transitions” page in our Guides for a detailed description of each stage. */
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  monarkStage: BulkPreIPOCompanySPVMonarkStage;
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- /** CUSIP assigned to the SPV. Monark acquires and assigns the CUSIP after the first trade has been executed through our ATS. */
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+ /** CUSIP assigned to the SPV. */
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  cusip?: string | undefined;
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  /** Symbol assigned to the SPV. This symbol is created and assigned to the SPV upon its creation. See the [Symbology guide](https://api-docs.monark-markets.com/docs/symbology) for a more detailed description of how symbols are generated. */
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  tradingSymbol?: string | undefined;
@@ -1163,7 +1175,7 @@ export interface IBulkPreIPOCompanySPV {
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  exemptionsClaimed?: exemptionsClaimed[] | undefined;
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  /** The stage that an SPV is in. Refer to the “SPV Status Transitions” page in our Guides for a detailed description of each stage. */
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  monarkStage: BulkPreIPOCompanySPVMonarkStage;
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- /** CUSIP assigned to the SPV. Monark acquires and assigns the CUSIP after the first trade has been executed through our ATS. */
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+ /** CUSIP assigned to the SPV. */
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  cusip?: string | undefined;
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  /** Symbol assigned to the SPV. This symbol is created and assigned to the SPV upon its creation. See the [Symbology guide](https://api-docs.monark-markets.com/docs/symbology) for a more detailed description of how symbols are generated. */
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  tradingSymbol?: string | undefined;
@@ -1383,6 +1395,8 @@ export declare class CreateInvestorSubscription implements ICreateInvestorSubscr
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  investorId: string;
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  /** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
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  amountReservedDollars: number;
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+ /** The reference ID of an order submitted. */
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+ orderReferenceId?: string | undefined;
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  constructor(data?: ICreateInvestorSubscription);
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  init(_data?: any): void;
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  static fromJS(data: any): CreateInvestorSubscription;
@@ -1395,6 +1409,8 @@ export interface ICreateInvestorSubscription {
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  investorId: string;
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  /** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
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  amountReservedDollars: number;
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+ /** The reference ID of an order submitted. */
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+ orderReferenceId?: string | undefined;
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  }
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  /** Create Questionnaire allows the creation of a questionaire with the primary offerring. */
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  export declare class CreateQuestionnaire implements ICreateQuestionnaire {
@@ -1568,6 +1584,8 @@ export declare class Document implements IDocument {
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  partnerId?: string | undefined;
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  /** Unique identifier of the registered fund, if any. */
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  registeredFundId?: string | undefined;
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+ /** Unique identifier of the registered fund subscription, if any. */
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+ registeredFundSubscriptionId?: string | undefined;
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  /** The type of Document. */
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  type?: DocumentType2;
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  /** Boolean value to dictate if this is a template. */
@@ -1603,6 +1621,8 @@ export interface IDocument {
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  partnerId?: string | undefined;
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  /** Unique identifier of the registered fund, if any. */
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  registeredFundId?: string | undefined;
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+ /** Unique identifier of the registered fund subscription, if any. */
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+ registeredFundSubscriptionId?: string | undefined;
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  /** The type of Document. */
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  type?: DocumentType2;
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  /** Boolean value to dictate if this is a template. */
@@ -1864,6 +1884,8 @@ See https://github.com/country-regions/country-region-data/blob/master/data.json
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  updatedAt?: Date;
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  /** The linked Partner. */
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  partner?: Partner | undefined;
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+ /** Optional reference field for this Financial Institution. */
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+ financialInstitutionReferenceId?: string | undefined;
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  constructor(data?: IFinancialInstitution);
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  init(_data?: any): void;
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  static fromJS(data: any): FinancialInstitution;
@@ -1899,6 +1921,8 @@ See https://github.com/country-regions/country-region-data/blob/master/data.json
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  updatedAt?: Date;
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  /** The linked Partner. */
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  partner?: Partner | undefined;
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+ /** Optional reference field for this Financial Institution. */
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+ financialInstitutionReferenceId?: string | undefined;
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  }
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  export declare class FinancialInstitutionApiResponse implements IFinancialInstitutionApiResponse {
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  items?: FinancialInstitution[] | undefined;
@@ -2106,9 +2130,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA?: boolean;
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  /** Email address associated with an Investor. */
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  email: string | undefined;
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- /** Investors Social Security Number. */
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+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
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  taxId: string | undefined;
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- /** Investor Passport Number. - Only Required for Non-US Investors. */
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+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
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  passportNumber?: string | undefined;
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  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
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  citizenship: string | undefined;
@@ -2118,6 +2142,10 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  entityInvestorType?: IndividualEntityInvestorEntityInvestorType;
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  /** The percentage of the entity owned by the investor. */
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  percentageOwned?: number;
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+ /** Represents the title of the individual investor. */
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+ title?: string | undefined;
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+ /** Indicates whether the individual is the controlling member of the entity. */
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+ isControllingIndividual?: boolean | undefined;
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  /** Id of the individual investor. */
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  id?: string;
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  constructor(data?: IIndividualEntityInvestor);
@@ -2175,9 +2203,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA?: boolean;
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  /** Email address associated with an Investor. */
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  email: string | undefined;
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- /** Investors Social Security Number. */
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+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
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  taxId: string | undefined;
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- /** Investor Passport Number. - Only Required for Non-US Investors. */
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+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
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  passportNumber?: string | undefined;
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  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
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  citizenship: string | undefined;
@@ -2187,6 +2215,10 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  entityInvestorType?: IndividualEntityInvestorEntityInvestorType;
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  /** The percentage of the entity owned by the investor. */
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  percentageOwned?: number;
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+ /** Represents the title of the individual investor. */
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+ title?: string | undefined;
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+ /** Indicates whether the individual is the controlling member of the entity. */
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+ isControllingIndividual?: boolean | undefined;
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  /** Id of the individual investor. */
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  id?: string;
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  }
@@ -2240,9 +2272,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA: boolean;
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  /** Email address associated with an Investor. */
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  email: string;
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- /** Investors Social Security Number. */
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+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
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  taxId: string | undefined;
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- /** Investor Passport Number. - Only Required for Non-US Investors. */
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+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
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  passportNumber?: string | undefined;
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  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
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  citizenship: string;
@@ -2252,6 +2284,10 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  entityInvestorType?: IndividualEntityInvestorBaseEntityInvestorType;
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  /** The percentage of the entity owned by the investor. */
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  percentageOwned?: number;
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+ /** Represents the title of the individual investor. */
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+ title?: string | undefined;
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+ /** Indicates whether the individual is the controlling member of the entity. */
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+ isControllingIndividual?: boolean | undefined;
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  constructor(data?: IIndividualEntityInvestorBase);
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  init(_data?: any): void;
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  static fromJS(data: any): IndividualEntityInvestorBase;
@@ -2307,9 +2343,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA: boolean;
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  /** Email address associated with an Investor. */
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  email: string;
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- /** Investors Social Security Number. */
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+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
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  taxId: string | undefined;
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- /** Investor Passport Number. - Only Required for Non-US Investors. */
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+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
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  passportNumber?: string | undefined;
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  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
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  citizenship: string;
@@ -2319,6 +2355,10 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  entityInvestorType?: IndividualEntityInvestorBaseEntityInvestorType;
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  /** The percentage of the entity owned by the investor. */
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  percentageOwned?: number;
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+ /** Represents the title of the individual investor. */
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+ title?: string | undefined;
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+ /** Indicates whether the individual is the controlling member of the entity. */
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+ isControllingIndividual?: boolean | undefined;
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  }
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  export declare class IndividualInvestor implements IIndividualInvestor {
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  /** First name of the Investor. */
@@ -2370,9 +2410,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA?: boolean;
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  /** Email address associated with an Investor. */
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  email: string | undefined;
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- /** Investors Social Security Number. */
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+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
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  taxId: string | undefined;
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- /** Investor Passport Number. - Only Required for Non-US Investors. */
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+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
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  passportNumber?: string | undefined;
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  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
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  citizenship: string | undefined;
@@ -2439,9 +2479,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA?: boolean;
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  /** Email address associated with an Investor. */
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  email: string | undefined;
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- /** Investors Social Security Number. */
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+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
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  taxId: string | undefined;
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- /** Investor Passport Number. - Only Required for Non-US Investors. */
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+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
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  passportNumber?: string | undefined;
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  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
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  citizenship: string | undefined;
@@ -2557,7 +2597,7 @@ export declare class InvestorSubscription implements IInvestorSubscription {
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  investorId?: string;
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  /** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
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  amountReservedDollars: number;
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- /** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
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+ /** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. Monark calculates fractional shares up to 9dps. */
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  amountReservedShares: number;
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  /** The current status of this InvestorSubscription. */
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  status: InvestorSubscriptionStatus;
@@ -2585,7 +2625,7 @@ export interface IInvestorSubscription {
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  investorId?: string;
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  /** Describes the amount, in dollars, an Investor intends to invest into an SPV. */
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  amountReservedDollars: number;
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- /** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. This must be a whole number of shares. */
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+ /** Describes how many underlying shares in the pre-IPO company are associated with this InvestorSubscription. Monark calculates fractional shares up to 9dps. */
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  amountReservedShares: number;
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  /** The current status of this InvestorSubscription. */
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  status: InvestorSubscriptionStatus;
@@ -2810,9 +2850,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA: boolean;
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  /** Email address associated with an Investor. */
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  email: string;
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- /** Investors Social Security Number. */
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+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
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  taxId: string | undefined;
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- /** Investor Passport Number. - Only Required for Non-US Investors. */
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+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
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  passportNumber?: string | undefined;
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  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
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  citizenship: string;
@@ -2873,9 +2913,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
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  isSubscriptionAdvisorOrERA: boolean;
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  /** Email address associated with an Investor. */
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  email: string;
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- /** Investors Social Security Number. */
2916
+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
2877
2917
  taxId: string | undefined;
2878
- /** Investor Passport Number. - Only Required for Non-US Investors. */
2918
+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
2879
2919
  passportNumber?: string | undefined;
2880
2920
  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
2881
2921
  citizenship: string;
@@ -3569,7 +3609,7 @@ export declare class Partner implements IPartner {
3569
3609
  /** Legal Entity Name of the partner. */
3570
3610
  legalEntityName: string | undefined;
3571
3611
  /** Country code of the investor. */
3572
- countryCode: string | undefined;
3612
+ countryCode?: string | undefined;
3573
3613
  /** Website of the Partner. */
3574
3614
  website?: string | undefined;
3575
3615
  /** Executive Team of the partner. */
@@ -3607,7 +3647,7 @@ export interface IPartner {
3607
3647
  /** Legal Entity Name of the partner. */
3608
3648
  legalEntityName: string | undefined;
3609
3649
  /** Country code of the investor. */
3610
- countryCode: string | undefined;
3650
+ countryCode?: string | undefined;
3611
3651
  /** Website of the Partner. */
3612
3652
  website?: string | undefined;
3613
3653
  /** Executive Team of the partner. */
@@ -4067,7 +4107,7 @@ export declare class PreIPOCompany implements IPreIPOCompany {
4067
4107
  /** Type of entity of the PreIPOCompany. */
4068
4108
  type?: PreIPOCompanyType;
4069
4109
  /** The year the PreIPOCompany was established. */
4070
- yearEst?: Date | undefined;
4110
+ yearEst?: number | undefined;
4071
4111
  /** The number of employees at the PreIPO Company. */
4072
4112
  numJobs?: number | undefined;
4073
4113
  /** Short description of the PreIPOCompany. */
@@ -4146,7 +4186,7 @@ export interface IPreIPOCompany {
4146
4186
  /** Type of entity of the PreIPOCompany. */
4147
4187
  type?: PreIPOCompanyType;
4148
4188
  /** The year the PreIPOCompany was established. */
4149
- yearEst?: Date | undefined;
4189
+ yearEst?: number | undefined;
4150
4190
  /** The number of employees at the PreIPO Company. */
4151
4191
  numJobs?: number | undefined;
4152
4192
  /** Short description of the PreIPOCompany. */
@@ -4530,7 +4570,7 @@ export declare class PreIPOCompanySPV implements IPreIPOCompanySPV {
4530
4570
  exemptionsClaimed?: exemptionsClaimed2[] | undefined;
4531
4571
  /** The stage that an SPV is in. Refer to the “SPV Status Transitions” page in our Guides for a detailed description of each stage. */
4532
4572
  monarkStage: PreIPOCompanySPVMonarkStage;
4533
- /** CUSIP assigned to the SPV. Monark acquires and assigns the CUSIP after the first trade has been executed through our ATS. */
4573
+ /** CUSIP assigned to the SPV. */
4534
4574
  cusip?: string | undefined;
4535
4575
  /** Symbol assigned to the SPV. This symbol is created and assigned to the SPV upon its creation. See the [Symbology guide](https://api-docs.monark-markets.com/docs/symbology) for a more detailed description of how symbols are generated. */
4536
4576
  tradingSymbol?: string | undefined;
@@ -4607,7 +4647,7 @@ export interface IPreIPOCompanySPV {
4607
4647
  exemptionsClaimed?: exemptionsClaimed2[] | undefined;
4608
4648
  /** The stage that an SPV is in. Refer to the “SPV Status Transitions” page in our Guides for a detailed description of each stage. */
4609
4649
  monarkStage: PreIPOCompanySPVMonarkStage;
4610
- /** CUSIP assigned to the SPV. Monark acquires and assigns the CUSIP after the first trade has been executed through our ATS. */
4650
+ /** CUSIP assigned to the SPV. */
4611
4651
  cusip?: string | undefined;
4612
4652
  /** Symbol assigned to the SPV. This symbol is created and assigned to the SPV upon its creation. See the [Symbology guide](https://api-docs.monark-markets.com/docs/symbology) for a more detailed description of how symbols are generated. */
4613
4653
  tradingSymbol?: string | undefined;
@@ -5209,7 +5249,7 @@ export interface IShareDetail {
5209
5249
  /** Model for signing a document. */
5210
5250
  export declare class SignDocument implements ISignDocument {
5211
5251
  /** The investorId associated with the document. */
5212
- investorId?: string;
5252
+ investorId: string;
5213
5253
  /** Metadata about the signing. */
5214
5254
  metadata?: string | undefined;
5215
5255
  constructor(data?: ISignDocument);
@@ -5220,7 +5260,7 @@ export declare class SignDocument implements ISignDocument {
5220
5260
  /** Model for signing a document. */
5221
5261
  export interface ISignDocument {
5222
5262
  /** The investorId associated with the document. */
5223
- investorId?: string;
5263
+ investorId: string;
5224
5264
  /** Metadata about the signing. */
5225
5265
  metadata?: string | undefined;
5226
5266
  }
@@ -5438,6 +5478,22 @@ export interface IUpdateFinancialAdvisor {
5438
5478
  /** ID of the FinancialAdvisor to edit. */
5439
5479
  id?: string;
5440
5480
  }
5481
+ export declare class UpdateFinancialInstitutionReferenceId implements IUpdateFinancialInstitutionReferenceId {
5482
+ /** ID of the FinancialInstitution to edit. */
5483
+ financialInstitutionId?: string;
5484
+ /** Reference field for the Financial Institution. */
5485
+ financialInstitutionReferenceId?: string | undefined;
5486
+ constructor(data?: IUpdateFinancialInstitutionReferenceId);
5487
+ init(_data?: any): void;
5488
+ static fromJS(data: any): UpdateFinancialInstitutionReferenceId;
5489
+ toJSON(data?: any): any;
5490
+ }
5491
+ export interface IUpdateFinancialInstitutionReferenceId {
5492
+ /** ID of the FinancialInstitution to edit. */
5493
+ financialInstitutionId?: string;
5494
+ /** Reference field for the Financial Institution. */
5495
+ financialInstitutionReferenceId?: string | undefined;
5496
+ }
5441
5497
  /** IndicationOfInterest represents the primary offering information on the IoI. */
5442
5498
  export declare class UpdateIndicationOfInterest implements IUpdateIndicationOfInterest {
5443
5499
  /** Unique ID associated with an IOI. */
@@ -5518,9 +5574,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
5518
5574
  isSubscriptionAdvisorOrERA: boolean;
5519
5575
  /** Email address associated with an Investor. */
5520
5576
  email: string;
5521
- /** Investors Social Security Number. */
5577
+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
5522
5578
  taxId: string | undefined;
5523
- /** Investor Passport Number. - Only Required for Non-US Investors. */
5579
+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
5524
5580
  passportNumber?: string | undefined;
5525
5581
  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
5526
5582
  citizenship: string;
@@ -5530,6 +5586,10 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
5530
5586
  entityInvestorType?: UpdateIndividualEntityInvestorEntityInvestorType;
5531
5587
  /** The percentage of the entity owned by the investor. */
5532
5588
  percentageOwned?: number;
5589
+ /** Represents the title of the individual investor. */
5590
+ title?: string | undefined;
5591
+ /** Indicates whether the individual is the controlling member of the entity. */
5592
+ isControllingIndividual?: boolean | undefined;
5533
5593
  /** Identifier for the individual investor. */
5534
5594
  id: string;
5535
5595
  constructor(data?: IUpdateIndividualEntityInvestor);
@@ -5587,9 +5647,9 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
5587
5647
  isSubscriptionAdvisorOrERA: boolean;
5588
5648
  /** Email address associated with an Investor. */
5589
5649
  email: string;
5590
- /** Investors Social Security Number. */
5650
+ /** Investor's Social Security Number if `isUsBased` is true. Follow SSN format (XXX-XX-XXXX). If `isUsBased` is false, please provide the relevant tax id number. No formatting validation applies if `isUsBased` is false. */
5591
5651
  taxId: string | undefined;
5592
- /** Investor Passport Number. - Only Required for Non-US Investors. */
5652
+ /** Investor Passport Number. Pass "N/A" if there is no `passportNumber`. */
5593
5653
  passportNumber?: string | undefined;
5594
5654
  /** Country code of the Investor’s citizenship. Check https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes */
5595
5655
  citizenship: string;
@@ -5599,6 +5659,10 @@ https://github.com/country-regions/country-region-data/blob/master/data.json for
5599
5659
  entityInvestorType?: UpdateIndividualEntityInvestorEntityInvestorType;
5600
5660
  /** The percentage of the entity owned by the investor. */
5601
5661
  percentageOwned?: number;
5662
+ /** Represents the title of the individual investor. */
5663
+ title?: string | undefined;
5664
+ /** Indicates whether the individual is the controlling member of the entity. */
5665
+ isControllingIndividual?: boolean | undefined;
5602
5666
  /** Identifier for the individual investor. */
5603
5667
  id: string;
5604
5668
  }
@@ -5932,6 +5996,7 @@ export declare enum DocumentType {
5932
5996
  SubscriptionAgreementPreview_Monark = "SubscriptionAgreementPreview_Monark",
5933
5997
  DealDiligence_Monark = "DealDiligence_Monark",
5934
5998
  NoLienAttestation_Monark = "NoLienAttestation_Monark",
5999
+ KeyTerms_Monark = "KeyTerms_Monark",
5935
6000
  RegisteredFundSubscriptionAgreement_Monark = "RegisteredFundSubscriptionAgreement_Monark",
5936
6001
  RegisteredFundProspectus_Monark = "RegisteredFundProspectus_Monark",
5937
6002
  RegisteredFundFactCard_Monark = "RegisteredFundFactCard_Monark",
@@ -5974,7 +6039,8 @@ export declare enum Status {
5974
6039
  Pending = "Pending",
5975
6040
  Processing = "Processing",
5976
6041
  Complete = "Complete",
5977
- Rejected = "Rejected"
6042
+ Rejected = "Rejected",
6043
+ Failed = "Failed"
5978
6044
  }
5979
6045
  export declare enum SortOrder6 {
5980
6046
  Ascending = "Ascending",
@@ -5990,6 +6056,11 @@ export declare enum SortOrder7 {
5990
6056
  Ascending = "Ascending",
5991
6057
  Descending = "Descending"
5992
6058
  }
6059
+ export declare enum FilterBy {
6060
+ Company = "Company",
6061
+ Investment = "Investment",
6062
+ Spv = "Spv"
6063
+ }
5993
6064
  export declare enum Includes {
5994
6065
  News = "News",
5995
6066
  Research = "Research",
@@ -6249,6 +6320,7 @@ export declare enum DocumentType2 {
6249
6320
  SubscriptionAgreementPreview_Monark = "SubscriptionAgreementPreview_Monark",
6250
6321
  DealDiligence_Monark = "DealDiligence_Monark",
6251
6322
  NoLienAttestation_Monark = "NoLienAttestation_Monark",
6323
+ KeyTerms_Monark = "KeyTerms_Monark",
6252
6324
  RegisteredFundSubscriptionAgreement_Monark = "RegisteredFundSubscriptionAgreement_Monark",
6253
6325
  RegisteredFundProspectus_Monark = "RegisteredFundProspectus_Monark",
6254
6326
  RegisteredFundFactCard_Monark = "RegisteredFundFactCard_Monark",
@@ -6366,7 +6438,8 @@ export declare enum InvestorSubscriptionStatus {
6366
6438
  Pending = "Pending",
6367
6439
  Processing = "Processing",
6368
6440
  Complete = "Complete",
6369
- Rejected = "Rejected"
6441
+ Rejected = "Rejected",
6442
+ Failed = "Failed"
6370
6443
  }
6371
6444
  export declare enum InvestorSubscriptionActionStatus {
6372
6445
  Pending = "Pending",
package/dist/Client.js CHANGED
@@ -125,7 +125,8 @@ export class Client {
125
125
  * @param preIPOCompanySPVId (optional) PreIPOCompanySPVId to filter by.
126
126
  * @param preIPOCompanyInvestmentId (optional) PreIPOCompanyInvestmentId to filter by.
127
127
  * @param investorSubscriptionId (optional) InvestorSubscriptionId to filter by.
128
- * @param registeredFundId (optional)
128
+ * @param registeredFundId (optional) RegisteredFundId to filter by.
129
+ * @param registeredFundSubscriptionId (optional) RegisteredFundSubscriptionId to filter by.
129
130
  * @param documentType (optional) Type of document to filter by.
130
131
  * @param exactMatch (optional) Only returns the items exactly matching the parameters given.
131
132
  * @param page (optional) Page number for pagination.
@@ -133,7 +134,7 @@ export class Client {
133
134
  * @param sortOrder (optional)
134
135
  * @return OK
135
136
  */
136
- document2(investorId, preIPOCompanyId, preIPOCompanySPVId, preIPOCompanyInvestmentId, investorSubscriptionId, registeredFundId, documentType, exactMatch, page, pageSize, sortOrder) {
137
+ document2(investorId, preIPOCompanyId, preIPOCompanySPVId, preIPOCompanyInvestmentId, investorSubscriptionId, registeredFundId, registeredFundSubscriptionId, documentType, exactMatch, page, pageSize, sortOrder) {
137
138
  let url_ = this.baseUrl + "/primary/v1/document?";
138
139
  if (investorId === null)
139
140
  throw new Error("The parameter 'investorId' cannot be null.");
@@ -159,6 +160,10 @@ export class Client {
159
160
  throw new Error("The parameter 'registeredFundId' cannot be null.");
160
161
  else if (registeredFundId !== undefined)
161
162
  url_ += "registeredFundId=" + encodeURIComponent("" + registeredFundId) + "&";
163
+ if (registeredFundSubscriptionId === null)
164
+ throw new Error("The parameter 'registeredFundSubscriptionId' cannot be null.");
165
+ else if (registeredFundSubscriptionId !== undefined)
166
+ url_ += "registeredFundSubscriptionId=" + encodeURIComponent("" + registeredFundSubscriptionId) + "&";
162
167
  if (documentType === null)
163
168
  throw new Error("The parameter 'documentType' cannot be null.");
164
169
  else if (documentType !== undefined)
@@ -585,13 +590,18 @@ export class Client {
585
590
  }
586
591
  /**
587
592
  * Get all Financial Institutions
593
+ * @param referenceId (optional) Optional reference Id to filter by.
588
594
  * @param page (optional)
589
595
  * @param pageSize (optional)
590
596
  * @param sortOrder (optional)
591
597
  * @return OK
592
598
  */
593
- financialInstitution2(page, pageSize, sortOrder) {
599
+ financialInstitution2(referenceId, page, pageSize, sortOrder) {
594
600
  let url_ = this.baseUrl + "/primary/v1/financial-institution?";
601
+ if (referenceId === null)
602
+ throw new Error("The parameter 'referenceId' cannot be null.");
603
+ else if (referenceId !== undefined)
604
+ url_ += "referenceId=" + encodeURIComponent("" + referenceId) + "&";
595
605
  if (page === null)
596
606
  throw new Error("The parameter 'page' cannot be null.");
597
607
  else if (page !== undefined)
@@ -637,6 +647,53 @@ export class Client {
637
647
  }
638
648
  return Promise.resolve(null);
639
649
  }
650
+ /**
651
+ * Update an Financial Institution's Reference ID.
652
+ * @param body (optional) The request containing the updated reference information.
653
+ * @return No Content
654
+ */
655
+ reference(body) {
656
+ let url_ = this.baseUrl + "/primary/v1/financial-institution/reference";
657
+ url_ = url_.replace(/[?&]$/, "");
658
+ const content_ = JSON.stringify(body);
659
+ let options_ = {
660
+ body: content_,
661
+ method: "PUT",
662
+ headers: {
663
+ "Content-Type": "application/json",
664
+ }
665
+ };
666
+ return this.http.fetch(url_, options_).then((_response) => {
667
+ return this.processReference(_response);
668
+ });
669
+ }
670
+ processReference(response) {
671
+ const status = response.status;
672
+ let _headers = {};
673
+ if (response.headers && response.headers.forEach) {
674
+ response.headers.forEach((v, k) => _headers[k] = v);
675
+ }
676
+ ;
677
+ if (status === 204) {
678
+ return response.text().then((_responseText) => {
679
+ return;
680
+ });
681
+ }
682
+ else if (status === 404) {
683
+ return response.text().then((_responseText) => {
684
+ let result404 = null;
685
+ let resultData404 = _responseText === "" ? null : JSON.parse(_responseText, this.jsonParseReviver);
686
+ result404 = ProblemDetails.fromJS(resultData404);
687
+ return throwException("Not Found", status, _responseText, _headers, result404);
688
+ });
689
+ }
690
+ else if (status !== 200 && status !== 204) {
691
+ return response.text().then((_responseText) => {
692
+ return throwException("An unexpected server error occurred.", status, _responseText, _headers);
693
+ });
694
+ }
695
+ return Promise.resolve(null);
696
+ }
640
697
  /**
641
698
  * Create an Indication of Interest
642
699
  * @param body (optional) create IndicationOfInterest information.
@@ -1553,12 +1610,13 @@ export class Client {
1553
1610
  * @param preIPOCompanyName (optional) Optional Company Name to filter on.
1554
1611
  * @param preIPOCompanySPVName (optional) Optional SPV Name to filter on.
1555
1612
  * @param tradingSymbol (optional) Optional Trading Symbol to filter on.
1613
+ * @param orderReferenceId (optional)
1556
1614
  * @param page (optional)
1557
1615
  * @param pageSize (optional)
1558
1616
  * @param sortOrder (optional)
1559
1617
  * @return OK
1560
1618
  */
1561
- investorSubscriptionGET(preIpoCompanySpvId, investorId, status, preIPOCompanyName, preIPOCompanySPVName, tradingSymbol, page, pageSize, sortOrder) {
1619
+ investorSubscriptionGET(preIpoCompanySpvId, investorId, status, preIPOCompanyName, preIPOCompanySPVName, tradingSymbol, orderReferenceId, page, pageSize, sortOrder) {
1562
1620
  let url_ = this.baseUrl + "/primary/v1/investor-subscription?";
1563
1621
  if (preIpoCompanySpvId === null)
1564
1622
  throw new Error("The parameter 'preIpoCompanySpvId' cannot be null.");
@@ -1584,6 +1642,10 @@ export class Client {
1584
1642
  throw new Error("The parameter 'tradingSymbol' cannot be null.");
1585
1643
  else if (tradingSymbol !== undefined)
1586
1644
  url_ += "tradingSymbol=" + encodeURIComponent("" + tradingSymbol) + "&";
1645
+ if (orderReferenceId === null)
1646
+ throw new Error("The parameter 'orderReferenceId' cannot be null.");
1647
+ else if (orderReferenceId !== undefined)
1648
+ url_ += "orderReferenceId=" + encodeURIComponent("" + orderReferenceId) + "&";
1587
1649
  if (page === null)
1588
1650
  throw new Error("The parameter 'page' cannot be null.");
1589
1651
  else if (page !== undefined)
@@ -3810,16 +3872,26 @@ export class Client {
3810
3872
  return Promise.resolve(null);
3811
3873
  }
3812
3874
  /**
3813
- * Get all PreIPOCompanies with extra details.
3814
- * @param includes (optional) List of elements to include in the result.
3875
+ * Bulk Download all PreIPOCompanies.
3876
+ * @param filterId (optional) Optional filter ID to narrow down the PreIPOCompanies.
3877
+ * @param filterBy (optional) Optional filter type to categorize the PreIPOCompanies (e.g., Company, Investment, Spv).
3878
+ * @param includes (optional) Optional list of additional data to include with the response (e.g., News, Research, Investments).
3815
3879
  * @param listingType (optional) Optional listing status filter.
3816
3880
  * @param isActive (optional) Optional active state filter.
3817
- * @param page (optional) Which page number to return.
3818
- * @param pageSize (optional) The maximum number of items to return in each page, defaults to 25.
3819
- * @return OK
3881
+ * @param page (optional) Page number for pagination, starting from 1.
3882
+ * @param pageSize (optional) Number of items per page for pagination, Default = 25.
3883
+ * @return Returns the filtered and paginated list of detailed PreIPOCompanies.
3820
3884
  */
3821
- detailed(includes, listingType, isActive, page, pageSize) {
3885
+ detailed(filterId, filterBy, includes, listingType, isActive, page, pageSize) {
3822
3886
  let url_ = this.baseUrl + "/primary/v1/pre-ipo-company/detailed?";
3887
+ if (filterId === null)
3888
+ throw new Error("The parameter 'filterId' cannot be null.");
3889
+ else if (filterId !== undefined)
3890
+ url_ += "filterId=" + encodeURIComponent("" + filterId) + "&";
3891
+ if (filterBy === null)
3892
+ throw new Error("The parameter 'filterBy' cannot be null.");
3893
+ else if (filterBy !== undefined)
3894
+ url_ += "filterBy=" + encodeURIComponent("" + filterBy) + "&";
3823
3895
  if (includes === null)
3824
3896
  throw new Error("The parameter 'includes' cannot be null.");
3825
3897
  else if (includes !== undefined)
@@ -3866,6 +3938,22 @@ export class Client {
3866
3938
  return result200;
3867
3939
  });
3868
3940
  }
3941
+ else if (status === 404) {
3942
+ return response.text().then((_responseText) => {
3943
+ let result404 = null;
3944
+ let resultData404 = _responseText === "" ? null : JSON.parse(_responseText, this.jsonParseReviver);
3945
+ result404 = ProblemDetails.fromJS(resultData404);
3946
+ return throwException("Not Found", status, _responseText, _headers, result404);
3947
+ });
3948
+ }
3949
+ else if (status === 400) {
3950
+ return response.text().then((_responseText) => {
3951
+ let result400 = null;
3952
+ let resultData400 = _responseText === "" ? null : JSON.parse(_responseText, this.jsonParseReviver);
3953
+ result400 = ProblemDetails.fromJS(resultData400);
3954
+ return throwException("Bad Request", status, _responseText, _headers, result400);
3955
+ });
3956
+ }
3869
3957
  else if (status !== 200 && status !== 204) {
3870
3958
  return response.text().then((_responseText) => {
3871
3959
  return throwException("An unexpected server error occurred.", status, _responseText, _headers);
@@ -6187,7 +6275,7 @@ export class BulkPreIPOCompany {
6187
6275
  this.country = _data["country"];
6188
6276
  this.address = _data["address"];
6189
6277
  this.type = _data["type"];
6190
- this.yearEst = _data["yearEst"] ? new Date(_data["yearEst"].toString()) : undefined;
6278
+ this.yearEst = _data["yearEst"];
6191
6279
  this.numJobs = _data["numJobs"];
6192
6280
  this.description = _data["description"];
6193
6281
  this.founder = _data["founder"];
@@ -6278,7 +6366,7 @@ export class BulkPreIPOCompany {
6278
6366
  data["country"] = this.country;
6279
6367
  data["address"] = this.address;
6280
6368
  data["type"] = this.type;
6281
- data["yearEst"] = this.yearEst ? formatDate(this.yearEst) : undefined;
6369
+ data["yearEst"] = this.yearEst;
6282
6370
  data["numJobs"] = this.numJobs;
6283
6371
  data["description"] = this.description;
6284
6372
  data["founder"] = this.founder;
@@ -6733,6 +6821,7 @@ export class CreateInvestorSubscription {
6733
6821
  this.preIPOCompanySPVId = _data["preIPOCompanySPVId"];
6734
6822
  this.investorId = _data["investorId"];
6735
6823
  this.amountReservedDollars = _data["amountReservedDollars"];
6824
+ this.orderReferenceId = _data["orderReferenceId"];
6736
6825
  }
6737
6826
  }
6738
6827
  static fromJS(data) {
@@ -6746,6 +6835,7 @@ export class CreateInvestorSubscription {
6746
6835
  data["preIPOCompanySPVId"] = this.preIPOCompanySPVId;
6747
6836
  data["investorId"] = this.investorId;
6748
6837
  data["amountReservedDollars"] = this.amountReservedDollars;
6838
+ data["orderReferenceId"] = this.orderReferenceId;
6749
6839
  return data;
6750
6840
  }
6751
6841
  }
@@ -6996,6 +7086,7 @@ export class Document {
6996
7086
  this.investorSubscriptionId = _data["investorSubscriptionId"];
6997
7087
  this.partnerId = _data["partnerId"];
6998
7088
  this.registeredFundId = _data["registeredFundId"];
7089
+ this.registeredFundSubscriptionId = _data["registeredFundSubscriptionId"];
6999
7090
  this.type = _data["type"];
7000
7091
  this.templateDocument = _data["templateDocument"];
7001
7092
  this.taxYear = _data["taxYear"];
@@ -7020,6 +7111,7 @@ export class Document {
7020
7111
  data["investorSubscriptionId"] = this.investorSubscriptionId;
7021
7112
  data["partnerId"] = this.partnerId;
7022
7113
  data["registeredFundId"] = this.registeredFundId;
7114
+ data["registeredFundSubscriptionId"] = this.registeredFundSubscriptionId;
7023
7115
  data["type"] = this.type;
7024
7116
  data["templateDocument"] = this.templateDocument;
7025
7117
  data["taxYear"] = this.taxYear;
@@ -7277,6 +7369,7 @@ export class FinancialInstitution {
7277
7369
  this.createdAt = _data["createdAt"] ? new Date(_data["createdAt"].toString()) : undefined;
7278
7370
  this.updatedAt = _data["updatedAt"] ? new Date(_data["updatedAt"].toString()) : undefined;
7279
7371
  this.partner = _data["partner"] ? Partner.fromJS(_data["partner"]) : undefined;
7372
+ this.financialInstitutionReferenceId = _data["financialInstitutionReferenceId"];
7280
7373
  }
7281
7374
  }
7282
7375
  static fromJS(data) {
@@ -7301,6 +7394,7 @@ export class FinancialInstitution {
7301
7394
  data["createdAt"] = this.createdAt ? this.createdAt.toISOString() : undefined;
7302
7395
  data["updatedAt"] = this.updatedAt ? this.updatedAt.toISOString() : undefined;
7303
7396
  data["partner"] = this.partner ? this.partner.toJSON() : undefined;
7397
+ data["financialInstitutionReferenceId"] = this.financialInstitutionReferenceId;
7304
7398
  return data;
7305
7399
  }
7306
7400
  }
@@ -7522,6 +7616,8 @@ export class IndividualEntityInvestor {
7522
7616
  this.qualifiedStatus = _data["qualifiedStatus"];
7523
7617
  this.entityInvestorType = _data["entityInvestorType"];
7524
7618
  this.percentageOwned = _data["percentageOwned"];
7619
+ this.title = _data["title"];
7620
+ this.isControllingIndividual = _data["isControllingIndividual"];
7525
7621
  this.id = _data["id"];
7526
7622
  }
7527
7623
  }
@@ -7562,6 +7658,8 @@ export class IndividualEntityInvestor {
7562
7658
  data["qualifiedStatus"] = this.qualifiedStatus;
7563
7659
  data["entityInvestorType"] = this.entityInvestorType;
7564
7660
  data["percentageOwned"] = this.percentageOwned;
7661
+ data["title"] = this.title;
7662
+ data["isControllingIndividual"] = this.isControllingIndividual;
7565
7663
  data["id"] = this.id;
7566
7664
  return data;
7567
7665
  }
@@ -7606,6 +7704,8 @@ export class IndividualEntityInvestorBase {
7606
7704
  this.qualifiedStatus = _data["qualifiedStatus"];
7607
7705
  this.entityInvestorType = _data["entityInvestorType"];
7608
7706
  this.percentageOwned = _data["percentageOwned"];
7707
+ this.title = _data["title"];
7708
+ this.isControllingIndividual = _data["isControllingIndividual"];
7609
7709
  }
7610
7710
  }
7611
7711
  static fromJS(data) {
@@ -7645,6 +7745,8 @@ export class IndividualEntityInvestorBase {
7645
7745
  data["qualifiedStatus"] = this.qualifiedStatus;
7646
7746
  data["entityInvestorType"] = this.entityInvestorType;
7647
7747
  data["percentageOwned"] = this.percentageOwned;
7748
+ data["title"] = this.title;
7749
+ data["isControllingIndividual"] = this.isControllingIndividual;
7648
7750
  return data;
7649
7751
  }
7650
7752
  }
@@ -9403,7 +9505,7 @@ export class PreIPOCompany {
9403
9505
  this.country = _data["country"];
9404
9506
  this.address = _data["address"];
9405
9507
  this.type = _data["type"];
9406
- this.yearEst = _data["yearEst"] ? new Date(_data["yearEst"].toString()) : undefined;
9508
+ this.yearEst = _data["yearEst"];
9407
9509
  this.numJobs = _data["numJobs"];
9408
9510
  this.description = _data["description"];
9409
9511
  this.founder = _data["founder"];
@@ -9469,7 +9571,7 @@ export class PreIPOCompany {
9469
9571
  data["country"] = this.country;
9470
9572
  data["address"] = this.address;
9471
9573
  data["type"] = this.type;
9472
- data["yearEst"] = this.yearEst ? formatDate(this.yearEst) : undefined;
9574
+ data["yearEst"] = this.yearEst;
9473
9575
  data["numJobs"] = this.numJobs;
9474
9576
  data["description"] = this.description;
9475
9577
  data["founder"] = this.founder;
@@ -10942,6 +11044,34 @@ export class UpdateFinancialAdvisor {
10942
11044
  return data;
10943
11045
  }
10944
11046
  }
11047
+ export class UpdateFinancialInstitutionReferenceId {
11048
+ constructor(data) {
11049
+ if (data) {
11050
+ for (var property in data) {
11051
+ if (data.hasOwnProperty(property))
11052
+ this[property] = data[property];
11053
+ }
11054
+ }
11055
+ }
11056
+ init(_data) {
11057
+ if (_data) {
11058
+ this.financialInstitutionId = _data["financialInstitutionId"];
11059
+ this.financialInstitutionReferenceId = _data["financialInstitutionReferenceId"];
11060
+ }
11061
+ }
11062
+ static fromJS(data) {
11063
+ data = typeof data === 'object' ? data : {};
11064
+ let result = new UpdateFinancialInstitutionReferenceId();
11065
+ result.init(data);
11066
+ return result;
11067
+ }
11068
+ toJSON(data) {
11069
+ data = typeof data === 'object' ? data : {};
11070
+ data["financialInstitutionId"] = this.financialInstitutionId;
11071
+ data["financialInstitutionReferenceId"] = this.financialInstitutionReferenceId;
11072
+ return data;
11073
+ }
11074
+ }
10945
11075
  /** IndicationOfInterest represents the primary offering information on the IoI. */
10946
11076
  export class UpdateIndicationOfInterest {
10947
11077
  constructor(data) {
@@ -11017,6 +11147,8 @@ export class UpdateIndividualEntityInvestor {
11017
11147
  this.qualifiedStatus = _data["qualifiedStatus"];
11018
11148
  this.entityInvestorType = _data["entityInvestorType"];
11019
11149
  this.percentageOwned = _data["percentageOwned"];
11150
+ this.title = _data["title"];
11151
+ this.isControllingIndividual = _data["isControllingIndividual"];
11020
11152
  this.id = _data["id"];
11021
11153
  }
11022
11154
  }
@@ -11057,6 +11189,8 @@ export class UpdateIndividualEntityInvestor {
11057
11189
  data["qualifiedStatus"] = this.qualifiedStatus;
11058
11190
  data["entityInvestorType"] = this.entityInvestorType;
11059
11191
  data["percentageOwned"] = this.percentageOwned;
11192
+ data["title"] = this.title;
11193
+ data["isControllingIndividual"] = this.isControllingIndividual;
11060
11194
  data["id"] = this.id;
11061
11195
  return data;
11062
11196
  }
@@ -11518,6 +11652,7 @@ export var DocumentType;
11518
11652
  DocumentType["SubscriptionAgreementPreview_Monark"] = "SubscriptionAgreementPreview_Monark";
11519
11653
  DocumentType["DealDiligence_Monark"] = "DealDiligence_Monark";
11520
11654
  DocumentType["NoLienAttestation_Monark"] = "NoLienAttestation_Monark";
11655
+ DocumentType["KeyTerms_Monark"] = "KeyTerms_Monark";
11521
11656
  DocumentType["RegisteredFundSubscriptionAgreement_Monark"] = "RegisteredFundSubscriptionAgreement_Monark";
11522
11657
  DocumentType["RegisteredFundProspectus_Monark"] = "RegisteredFundProspectus_Monark";
11523
11658
  DocumentType["RegisteredFundFactCard_Monark"] = "RegisteredFundFactCard_Monark";
@@ -11569,6 +11704,7 @@ export var Status;
11569
11704
  Status["Processing"] = "Processing";
11570
11705
  Status["Complete"] = "Complete";
11571
11706
  Status["Rejected"] = "Rejected";
11707
+ Status["Failed"] = "Failed";
11572
11708
  })(Status || (Status = {}));
11573
11709
  export var SortOrder6;
11574
11710
  (function (SortOrder6) {
@@ -11587,6 +11723,12 @@ export var SortOrder7;
11587
11723
  SortOrder7["Ascending"] = "Ascending";
11588
11724
  SortOrder7["Descending"] = "Descending";
11589
11725
  })(SortOrder7 || (SortOrder7 = {}));
11726
+ export var FilterBy;
11727
+ (function (FilterBy) {
11728
+ FilterBy["Company"] = "Company";
11729
+ FilterBy["Investment"] = "Investment";
11730
+ FilterBy["Spv"] = "Spv";
11731
+ })(FilterBy || (FilterBy = {}));
11590
11732
  export var Includes;
11591
11733
  (function (Includes) {
11592
11734
  Includes["News"] = "News";
@@ -11872,6 +12014,7 @@ export var DocumentType2;
11872
12014
  DocumentType2["SubscriptionAgreementPreview_Monark"] = "SubscriptionAgreementPreview_Monark";
11873
12015
  DocumentType2["DealDiligence_Monark"] = "DealDiligence_Monark";
11874
12016
  DocumentType2["NoLienAttestation_Monark"] = "NoLienAttestation_Monark";
12017
+ DocumentType2["KeyTerms_Monark"] = "KeyTerms_Monark";
11875
12018
  DocumentType2["RegisteredFundSubscriptionAgreement_Monark"] = "RegisteredFundSubscriptionAgreement_Monark";
11876
12019
  DocumentType2["RegisteredFundProspectus_Monark"] = "RegisteredFundProspectus_Monark";
11877
12020
  DocumentType2["RegisteredFundFactCard_Monark"] = "RegisteredFundFactCard_Monark";
@@ -12007,6 +12150,7 @@ export var InvestorSubscriptionStatus;
12007
12150
  InvestorSubscriptionStatus["Processing"] = "Processing";
12008
12151
  InvestorSubscriptionStatus["Complete"] = "Complete";
12009
12152
  InvestorSubscriptionStatus["Rejected"] = "Rejected";
12153
+ InvestorSubscriptionStatus["Failed"] = "Failed";
12010
12154
  })(InvestorSubscriptionStatus || (InvestorSubscriptionStatus = {}));
12011
12155
  export var InvestorSubscriptionActionStatus;
12012
12156
  (function (InvestorSubscriptionActionStatus) {
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@monarkmarkets/api-client",
3
- "version": "1.1.124",
3
+ "version": "1.2.0",
4
4
  "main": "dist/index.js",
5
5
  "module": "dist/index.js",
6
6
  "types": "dist/index.d.ts",