@monarkmarkets/api-client 1.3.16 → 1.3.18

package/dist/Client.d.ts

@@ -962,9 +962,10 @@ export declare class Client {
     /**
      * Get a Questionnaire by Id
      * @param id ID of the Questionnaire to find.
+     * @param investorId (optional) Optional investor ID to filter questions based on Investor details.
      * @return Returns the Questionnaire with the specified Id.
      */
-    getQuestionnaireById(id: string): Promise<Questionnaire>;
+    getQuestionnaireById(id: string, investorId: string | undefined): Promise<Questionnaire>;
     protected processGetQuestionnaireById(response: Response): Promise<Questionnaire>;
     /**
      * Create a QuestionnaireAnswer
@@ -1111,14 +1112,14 @@ export declare class Client {
     getAllSecondaryLinkEvergreenShareClasses(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder22 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenShareClassesApiResponse>;
     protected processGetAllSecondaryLinkEvergreenShareClasses(response: Response): Promise<EvergreenShareClassesApiResponse>;
     /**
-     * Create a new order (subscription or redemption).
-     * @param body (optional)
+     * Create a new transaction (subscription or redemption).
+     * @param body (optional) Order creation properties.
      * @return Created
      */
     createTransaction(body: CreateTransaction | undefined): Promise<Transaction>;
     protected processCreateTransaction(response: Response): Promise<Transaction>;
     /**
-     * Get all orders for a specific asset type with optional filtering.
+     * Get all transactions.
      * @param targetAssetType Required: The asset type (PreIPOCompanySPV or RegisteredFund).
      * @param page (optional) Number of the page to retrieve.
     Defaults to 1 if not specified.
@@ -1133,15 +1134,15 @@ export declare class Client {
     getTransactions(targetAssetType: TargetAssetType, page: number | undefined, pageSize: number | undefined, targetId: string | undefined, investorId: string | undefined, status: string | undefined, referenceId: string | undefined): Promise<TransactionApiResponse>;
     protected processGetTransactions(response: Response): Promise<TransactionApiResponse>;
     /**
-     * Update an existing order.
-     * @param body (optional)
+     * Update an existing transaction.
+     * @param body (optional) The transaction update properties.
      * @return OK
      */
     updateTransaction(body: UpdateTransaction | undefined): Promise<Transaction>;
     protected processUpdateTransaction(response: Response): Promise<Transaction>;
     /**
-     * Get an order by ID.
-     * @param id The order ID.
+     * Get a transaction by ID.
+     * @param id The transaction ID.
      * @param includeDocuments (optional) Optional flag to include associated documents.
      * @return OK
      */
@@ -1908,7 +1909,9 @@ export interface ICreateIndicationOfInterest {
 /** CreateIndicationOfInterestV2 represents the v2 request to create a generic IOI supporting multiple asset types. */
 export declare class CreateIndicationOfInterestV2 implements ICreateIndicationOfInterestV2 {
     /** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
-    investorId?: string;
+    investorId?: string | undefined;
+    /** Represents the unique ID, provided by Monark, associated with the Financial Advisor submitting an IOI on behalf of their clients. */
+    advisorId?: string | undefined;
     /** The unique ID of the target asset (company, fund, etc.) that the IoI request is for. */
     targetId?: string;
     /** The asset type of the target being invested in (PreIPOCompany, PrivateCompany, etc.) */
@@ -1927,7 +1930,9 @@ export declare class CreateIndicationOfInterestV2 implements ICreateIndicationOf
 /** CreateIndicationOfInterestV2 represents the v2 request to create a generic IOI supporting multiple asset types. */
 export interface ICreateIndicationOfInterestV2 {
     /** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
-    investorId?: string;
+    investorId?: string | undefined;
+    /** Represents the unique ID, provided by Monark, associated with the Financial Advisor submitting an IOI on behalf of their clients. */
+    advisorId?: string | undefined;
     /** The unique ID of the target asset (company, fund, etc.) that the IoI request is for. */
     targetId?: string;
     /** The asset type of the target being invested in (PreIPOCompany, PrivateCompany, etc.) */
@@ -3154,7 +3159,9 @@ export declare class IndicationOfInterestV2 implements IIndicationOfInterestV2 {
     /** Unique ID associated with an IOI. */
     id?: string;
     /** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
-    investorId?: string;
+    investorId?: string | undefined;
+    /** Represents the unique ID, provided by Monark, associated with the Financial Advisor submitting an IOI on behalf of their clients. */
+    advisorId?: string | undefined;
     /** The unique ID of the target asset (company, fund, etc.) that the IoI request is for. */
     targetId?: string;
     /** The asset type of the target being invested in (PreIPOCompany, PrivateCompany, etc.) */
@@ -3187,7 +3194,9 @@ export interface IIndicationOfInterestV2 {
     /** Unique ID associated with an IOI. */
     id?: string;
     /** Represents the unique ID, provided by Monark, associated with the Investor submitting an IOI, investing in an SPV, or taking any action in the secondary market. */
-    investorId?: string;
+    investorId?: string | undefined;
+    /** Represents the unique ID, provided by Monark, associated with the Financial Advisor submitting an IOI on behalf of their clients. */
+    advisorId?: string | undefined;
     /** The unique ID of the target asset (company, fund, etc.) that the IoI request is for. */
     targetId?: string;
     /** The asset type of the target being invested in (PreIPOCompany, PrivateCompany, etc.) */
@@ -6441,6 +6450,8 @@ export interface IQuestionnaireQuestion {
 export declare class QuestionnaireQuestionAnswer implements IQuestionnaireQuestionAnswer {
     /** Unique ID associated with a Questionnaire question answer pairing. */
     id?: string;
+    /** The questionId of the question being answered. */
+    questionId?: string;
     /** Text of the question asked. */
     questionText: string | undefined;
     /** Explanation of the question asked. */
@@ -6464,6 +6475,8 @@ export declare class QuestionnaireQuestionAnswer implements IQuestionnaireQuesti
 export interface IQuestionnaireQuestionAnswer {
     /** Unique ID associated with a Questionnaire question answer pairing. */
     id?: string;
+    /** The questionId of the question being answered. */
+    questionId?: string;
     /** Text of the question asked. */
     questionText: string | undefined;
     /** Explanation of the question asked. */
@@ -9453,7 +9466,8 @@ export declare enum TransactionActionStatus {
 export declare enum TransactionActionType {
     DocumentSign = "DocumentSign",
     DocumentAcknowledge = "DocumentAcknowledge",
-    TextAcknowledge = "TextAcknowledge"
+    TextAcknowledge = "TextAcknowledge",
+    Questionnaire = "Questionnaire"
 }
 export declare enum TransactionActionResponsibleParty {
     Partner = "Partner",

package/dist/Client.js

@@ -6217,13 +6217,18 @@ export class Client {
     /**
      * Get a Questionnaire by Id
      * @param id ID of the Questionnaire to find.
+     * @param investorId (optional) Optional investor ID to filter questions based on Investor details.
      * @return Returns the Questionnaire with the specified Id.
      */
-    getQuestionnaireById(id) {
-        let url_ = this.baseUrl + "/primary/v1/questionnaire/{id}";
+    getQuestionnaireById(id, investorId) {
+        let url_ = this.baseUrl + "/primary/v1/questionnaire/{id}?";
         if (id === undefined || id === null)
             throw new globalThis.Error("The parameter 'id' must be defined.");
         url_ = url_.replace("{id}", encodeURIComponent("" + id));
+        if (investorId === null)
+            throw new globalThis.Error("The parameter 'investorId' cannot be null.");
+        else if (investorId !== undefined)
+            url_ += "investorId=" + encodeURIComponent("" + investorId) + "&";
         url_ = url_.replace(/[?&]$/, "");
         let options_ = {
             method: "GET",
@@ -7176,8 +7181,8 @@ export class Client {
         return Promise.resolve(null);
     }
     /**
-     * Create a new order (subscription or redemption).
-     * @param body (optional)
+     * Create a new transaction (subscription or redemption).
+     * @param body (optional) Order creation properties.
      * @return Created
      */
     createTransaction(body) {
@@ -7235,7 +7240,7 @@ export class Client {
         return Promise.resolve(null);
     }
     /**
-     * Get all orders for a specific asset type with optional filtering.
+     * Get all transactions.
      * @param targetAssetType Required: The asset type (PreIPOCompanySPV or RegisteredFund).
      * @param page (optional) Number of the page to retrieve.
     Defaults to 1 if not specified.
@@ -7327,8 +7332,8 @@ export class Client {
         return Promise.resolve(null);
     }
     /**
-     * Update an existing order.
-     * @param body (optional)
+     * Update an existing transaction.
+     * @param body (optional) The transaction update properties.
      * @return OK
      */
     updateTransaction(body) {
@@ -7394,8 +7399,8 @@ export class Client {
         return Promise.resolve(null);
     }
     /**
-     * Get an order by ID.
-     * @param id The order ID.
+     * Get a transaction by ID.
+     * @param id The transaction ID.
      * @param includeDocuments (optional) Optional flag to include associated documents.
      * @return OK
      */
@@ -9021,6 +9026,7 @@ export class CreateIndicationOfInterestV2 {
     init(_data) {
         if (_data) {
             this.investorId = _data["investorId"];
+            this.advisorId = _data["advisorId"];
             this.targetId = _data["targetId"];
             this.targetAssetType = _data["targetAssetType"];
             this.numberOfClients = _data["numberOfClients"];
@@ -9037,6 +9043,7 @@ export class CreateIndicationOfInterestV2 {
     toJSON(data) {
         data = typeof data === 'object' ? data : {};
         data["investorId"] = this.investorId;
+        data["advisorId"] = this.advisorId;
         data["targetId"] = this.targetId;
         data["targetAssetType"] = this.targetAssetType;
         data["numberOfClients"] = this.numberOfClients;
@@ -10615,6 +10622,7 @@ export class IndicationOfInterestV2 {
         if (_data) {
             this.id = _data["id"];
             this.investorId = _data["investorId"];
+            this.advisorId = _data["advisorId"];
             this.targetId = _data["targetId"];
             this.targetAssetType = _data["targetAssetType"];
             this.numberOfClients = _data["numberOfClients"];
@@ -10638,6 +10646,7 @@ export class IndicationOfInterestV2 {
         data = typeof data === 'object' ? data : {};
         data["id"] = this.id;
         data["investorId"] = this.investorId;
+        data["advisorId"] = this.advisorId;
         data["targetId"] = this.targetId;
         data["targetAssetType"] = this.targetAssetType;
         data["numberOfClients"] = this.numberOfClients;
@@ -14217,6 +14226,7 @@ export class QuestionnaireQuestionAnswer {
     init(_data) {
         if (_data) {
             this.id = _data["id"];
+            this.questionId = _data["questionId"];
             this.questionText = _data["questionText"];
             this.questionExplanation = _data["questionExplanation"];
             this.questionFormat = _data["questionFormat"];
@@ -14239,6 +14249,7 @@ export class QuestionnaireQuestionAnswer {
     toJSON(data) {
         data = typeof data === 'object' ? data : {};
         data["id"] = this.id;
+        data["questionId"] = this.questionId;
         data["questionText"] = this.questionText;
         data["questionExplanation"] = this.questionExplanation;
         data["questionFormat"] = this.questionFormat;
@@ -17621,6 +17632,7 @@ export var TransactionActionType;
     TransactionActionType["DocumentSign"] = "DocumentSign";
     TransactionActionType["DocumentAcknowledge"] = "DocumentAcknowledge";
     TransactionActionType["TextAcknowledge"] = "TextAcknowledge";
+    TransactionActionType["Questionnaire"] = "Questionnaire";
 })(TransactionActionType || (TransactionActionType = {}));
 export var TransactionActionResponsibleParty;
 (function (TransactionActionResponsibleParty) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@monarkmarkets/api-client",
-  "version": "1.3.16",
+  "version": "1.3.18",
   "main": "dist/index.js",
   "module": "dist/index.js",
   "types": "dist/index.d.ts",
@@ -27,6 +27,6 @@
     "typescript": "5.9.3"
   },
   "dependencies": {
-    "nswag": "14.6.2"
+    "nswag": "14.6.3"
   }
 }