@monarkmarkets/api-client 1.3.26 → 1.3.28

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
@@ -73,6 +73,7 @@ export declare class Client {
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  * @param preIPOCompanyInvestmentId (optional) PreIPOCompanyInvestmentId to filter by.
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  * @param transactionId (optional) TransactionId to filter by (InvestorSubscription or RegisteredFundSubscription).
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  * @param registeredFundId (optional) RegisteredFundId to filter by.
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+ * @param managerId (optional) Manager ID to filter by. Filters documents that third party managers should see.
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  * @param documentType (optional) Type of document to filter by.
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  * @param page (optional) Number of the page to retrieve.
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  Defaults to 1 if not specified.
@@ -82,7 +83,7 @@ export declare class Client {
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  * @param sortOrder (optional) Sort order for results.
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  * @return OK
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  */
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- getAllDocumentsV2(investorId: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanySPVId: string | undefined, preIPOCompanyInvestmentId: string | undefined, transactionId: string | undefined, registeredFundId: string | undefined, documentType: DocumentType2 | undefined, page: number | undefined, pageSize: number | undefined, exactMatch: boolean | undefined, sortOrder: SortOrder2 | undefined): Promise<DocumentV2ApiResponse>;
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+ getAllDocumentsV2(investorId: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanySPVId: string | undefined, preIPOCompanyInvestmentId: string | undefined, transactionId: string | undefined, registeredFundId: string | undefined, managerId: string | undefined, documentType: DocumentType2 | undefined, page: number | undefined, pageSize: number | undefined, exactMatch: boolean | undefined, sortOrder: SortOrder2 | undefined): Promise<DocumentV2ApiResponse>;
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  protected processGetAllDocumentsV2(response: Response): Promise<DocumentV2ApiResponse>;
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  /**
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  * Signs a document by a document ID.
@@ -613,6 +614,72 @@ export declare class Client {
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  */
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  getPartner(): Promise<Partner>;
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  protected processGetPartner(response: Response): Promise<Partner>;
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+ /**
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+ * Gets all targets of a specific type that have been approved.
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+ * @param targetType (optional) Type of the target entities to retrieve (PreIPOCompanySPV, RegisteredFund, etc.).
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+ * @param page (optional) Number of the page to retrieve.
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+ Defaults to 1 if not specified.
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+ * @param pageSize (optional) Size of the page to retrieve.
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+ Defaults to 25 if not specified.
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+ * @return Returns the list of approved target IDs.
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+ */
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+ getPartnerApprovedTargets(targetType: TargetType | undefined, page: number | undefined, pageSize: number | undefined): Promise<GuidApiResponse>;
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+ protected processGetPartnerApprovedTargets(response: Response): Promise<GuidApiResponse>;
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+ /**
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+ * Gets all approved targets for the authenticated Partner with full target objects included, optionally filtered by target type.
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+ * @param page (optional) Number of the page to retrieve.
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+ Defaults to 1 if not specified.
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+ * @param pageSize (optional) Size of the page to retrieve.
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+ Defaults to 25 if not specified.
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+ * @param targetType (optional) Optional target type to filter by (PreIPOCompanySPV, RegisteredFund, etc.). If not provided, returns all types.
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+ * @return Returns the approved targets with full objects.
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+ */
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+ getPartnerApprovedTargetsWithObjects(page: number | undefined, pageSize: number | undefined, targetType: TargetType2 | undefined): Promise<PartnerApprovalWithTargets>;
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+ protected processGetPartnerApprovedTargetsWithObjects(response: Response): Promise<PartnerApprovalWithTargets>;
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+ /**
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+ * Checks if a specific target has been approved.
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+ * @param targetId ID of the target entity.
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+ * @param targetType (optional) Type of the target entity.
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+ * @return Returns whether approval exists.
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+ */
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+ isTargetApproved(targetId: string, targetType: TargetType3 | undefined): Promise<boolean>;
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+ protected processIsTargetApproved(response: Response): Promise<boolean>;
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+ /**
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+ * Approves a target.
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+ * @param targetId ID of the target entity.
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+ * @param targetType (optional) Type of the target entity.
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+ * @param body (optional) Approval request containing optional notes.
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+ * @return Target successfully approved.
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+ */
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+ approveTarget(targetId: string, targetType: TargetType4 | undefined, body: CreatePartnerApproval | undefined): Promise<boolean>;
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+ protected processApproveTarget(response: Response): Promise<boolean>;
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+ /**
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+ * Gets the approval record for a specific target.
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+ * @param targetId ID of the target entity.
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+ * @param targetType (optional) Type of the target entity.
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+ * @return Returns the approval record.
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+ */
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+ getPartnerTargetApproval(targetId: string, targetType: TargetType5 | undefined): Promise<PartnerApproval>;
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+ protected processGetPartnerTargetApproval(response: Response): Promise<PartnerApproval>;
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+ /**
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+ * Gets an approval record by Id.
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+ * @param approvalId ID of the approval record.
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+ * @return Returns an approval record.
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+ */
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+ getPartnerTargetApprovalById(approvalId: string): Promise<PartnerApproval>;
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+ protected processGetPartnerTargetApprovalById(response: Response): Promise<PartnerApproval>;
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+ /**
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+ * Gets all approval records with optional filtering.
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+ * @param page (optional) Number of the page to retrieve.
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+ Defaults to 1 if not specified.
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+ * @param pageSize (optional) Size of the page to retrieve.
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+ Defaults to 25 if not specified.
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+ * @param targetType (optional) Optional target type to filter by.
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+ * @param sortOrder (optional) Sort order for results.
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+ * @return Returns the list of approval records.
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+ */
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+ getAllPartnerTargetApprovals(page: number | undefined, pageSize: number | undefined, targetType: TargetType6 | undefined, sortOrder: SortOrder9 | undefined): Promise<PartnerApprovalApiResponse>;
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+ protected processGetAllPartnerTargetApprovals(response: Response): Promise<PartnerApprovalApiResponse>;
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  /**
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  * Generates a pdf from the template and the provided data mapping fields.
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  * @param id The document template Id.
@@ -719,7 +786,7 @@ export declare class Client {
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  * @param isActive (optional) Optional active state filter.
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  * @return OK
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  */
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- getAllPreIPOCompanies(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, searchCategories: string[] | undefined, sortBy: SortBy | undefined, sortOrder: SortOrder9 | undefined, minLastValuation: number | undefined, maxLastValuation: number | undefined, minTotalFunding: number | undefined, maxTotalFunding: number | undefined, listingType: string | undefined, isActive: boolean | undefined): Promise<PreIPOCompanyApiResponse>;
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+ getAllPreIPOCompanies(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, searchCategories: string[] | undefined, sortBy: SortBy | undefined, sortOrder: SortOrder10 | undefined, minLastValuation: number | undefined, maxLastValuation: number | undefined, minTotalFunding: number | undefined, maxTotalFunding: number | undefined, listingType: string | undefined, isActive: boolean | undefined): Promise<PreIPOCompanyApiResponse>;
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  protected processGetAllPreIPOCompanies(response: Response): Promise<PreIPOCompanyApiResponse>;
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  /**
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  * Bulk Download all PreIPOCompanies.
@@ -755,7 +822,7 @@ 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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- getAllPreIPOCompanyFundingRounds(page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, searchTerm: string | undefined, sortOrder: SortOrder10 | undefined): Promise<PreIPOCompanyFundingRoundApiResponse>;
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+ getAllPreIPOCompanyFundingRounds(page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, searchTerm: string | undefined, sortOrder: SortOrder11 | undefined): Promise<PreIPOCompanyFundingRoundApiResponse>;
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  protected processGetAllPreIPOCompanyFundingRounds(response: Response): Promise<PreIPOCompanyFundingRoundApiResponse>;
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  /**
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  * Get a PreIPOCompanyInvestment by Id
@@ -777,7 +844,7 @@ 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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- getAllPreIPOCompanyInvestments(investorId: string, nameFilter: string | undefined, page: number | undefined, pageSize: number | undefined, preIpoCompanyId: string | undefined, sortOrder: SortOrder11 | undefined): Promise<PreIPOCompanyInvestmentApiResponse>;
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+ getAllPreIPOCompanyInvestments(investorId: string, nameFilter: string | undefined, page: number | undefined, pageSize: number | undefined, preIpoCompanyId: string | undefined, sortOrder: SortOrder12 | undefined): Promise<PreIPOCompanyInvestmentApiResponse>;
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  protected processGetAllPreIPOCompanyInvestments(response: Response): Promise<PreIPOCompanyInvestmentApiResponse>;
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  /**
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  * Get a PreIPOCompanyNews by Id.
@@ -797,7 +864,7 @@ 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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- getAllPreIPOCompanyNews(searchTerm: string | undefined, page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder12 | undefined): Promise<PreIPOCompanyNewsApiResponse>;
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+ getAllPreIPOCompanyNews(searchTerm: string | undefined, page: number | undefined, pageSize: number | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder13 | undefined): Promise<PreIPOCompanyNewsApiResponse>;
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  protected processGetAllPreIPOCompanyNews(response: Response): Promise<PreIPOCompanyNewsApiResponse>;
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  /**
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  * Get a PreIPOCompanyResearch by Id.
@@ -819,7 +886,7 @@ export declare class Client {
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  * @param relation (optional)
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  * @return OK
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  */
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- getPreIPOCompanyResearchAll(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder13 | undefined, researchType: ResearchType | undefined, relation: Relation | undefined): Promise<PreIPOCompanyResearchApiResponse>;
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+ getPreIPOCompanyResearchAll(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, preIPOCompanyId: string | undefined, sortOrder: SortOrder14 | undefined, researchType: ResearchType | undefined, relation: Relation | undefined): Promise<PreIPOCompanyResearchApiResponse>;
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  protected processGetPreIPOCompanyResearchAll(response: Response): Promise<PreIPOCompanyResearchApiResponse>;
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  /**
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  * Get a PreIPOCompanySPV by Id
@@ -855,7 +922,7 @@ export declare class Client {
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  * @param sortBy (optional)
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  * @return OK
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  */
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- getAllPreIPOCompanySPVs(investorId: string, monarkStage: MonarkStage | undefined, exemptionsClaimed: ExemptionsClaimed[] | undefined, nameFilter: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanyInvestmentId: string | undefined, isApproved: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder14 | undefined, sortBy: SortBy2 | undefined): Promise<PreIPOCompanySPVApiResponse>;
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+ getAllPreIPOCompanySPVs(investorId: string, monarkStage: MonarkStage | undefined, exemptionsClaimed: ExemptionsClaimed[] | undefined, nameFilter: string | undefined, preIPOCompanyId: string | undefined, preIPOCompanyInvestmentId: string | undefined, isApproved: boolean | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder15 | undefined, sortBy: SortBy2 | undefined): Promise<PreIPOCompanySPVApiResponse>;
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  protected processGetAllPreIPOCompanySPVs(response: Response): Promise<PreIPOCompanySPVApiResponse>;
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  /**
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  * Gets all Financial Institutions that have access to a specific SPV
@@ -894,6 +961,7 @@ export declare class Client {
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  * @param pageSize (optional) Size of the page to retrieve.
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  Defaults to 25 if not specified.
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  * @return Returns the list of approved SPVs.
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+ * @deprecated
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  */
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  getPartnerApprovedSPVs(page: number | undefined, pageSize: number | undefined): Promise<PreIPOCompanySPVApiResponse>;
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  protected processGetPartnerApprovedSPVs(response: Response): Promise<PreIPOCompanySPVApiResponse>;
@@ -901,6 +969,7 @@ export declare class Client {
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  * Checks if a specific SPV has been approved.
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  * @param spvId ID of the SPV.
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  * @return Returns whether approval exists.
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+ * @deprecated
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  */
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  isSpvApproved(spvId: string): Promise<boolean>;
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  protected processIsSpvApproved(response: Response): Promise<boolean>;
@@ -909,6 +978,7 @@ export declare class Client {
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  * @param spvId ID of the SPV.
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  * @param body (optional) Approval request containing optional notes.
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  * @return SPV successfully approved.
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+ * @deprecated
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  */
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  approveSpv(spvId: string, body: CreatePreIPOCompanySPVPartnerApproval | undefined): Promise<boolean>;
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  protected processApproveSpv(response: Response): Promise<boolean>;
@@ -916,12 +986,14 @@ export declare class Client {
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  * Gets the approval record for a specific SPV.
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  * @param spvId ID of the SPV.
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  * @return Returns the approval record.
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+ * @deprecated
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  */
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  getPartnerSpvApproval(spvId: string): Promise<PreIPOCompanySPVPartnerApproval>;
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  protected processGetPartnerSpvApproval(response: Response): Promise<PreIPOCompanySPVPartnerApproval>;
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  /**
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  * Gets an approval record by Id.
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  * @return Returns an approval record.
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+ * @deprecated
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  */
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  getPartnerSpvApprovalById(approvalId: string): Promise<PreIPOCompanySPVPartnerApproval>;
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  protected processGetPartnerSpvApprovalById(response: Response): Promise<PreIPOCompanySPVPartnerApproval>;
@@ -933,8 +1005,9 @@ export declare class Client {
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  Defaults to 25 if not specified.
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  * @param sortOrder (optional) Sort order for results.
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  * @return Returns the list of approval records.
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+ * @deprecated
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  */
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- getAllPartnerSpvApprovals(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder15 | undefined): Promise<PreIPOCompanySPVPartnerApprovalApiResponse>;
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+ getAllPartnerSpvApprovals(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder16 | undefined): Promise<PreIPOCompanySPVPartnerApprovalApiResponse>;
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  protected processGetAllPartnerSpvApprovals(response: Response): Promise<PreIPOCompanySPVPartnerApprovalApiResponse>;
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  /**
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  * Create a Questionnaire.
@@ -959,7 +1032,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return Returns the list of Questionnaires.
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  */
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- getAllQuestionnaires(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder16 | undefined): Promise<QuestionnaireApiResponse>;
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+ getAllQuestionnaires(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder17 | undefined): Promise<QuestionnaireApiResponse>;
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  protected processGetAllQuestionnaires(response: Response): Promise<QuestionnaireApiResponse>;
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  /**
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  * Delete a Questionnaire.
@@ -994,7 +1067,7 @@ export declare class Client {
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  * @param sortOrder (optional)
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  * @return Returns the list of Questionnaire.
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  */
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- getAllQuestionnaireAnswers(investorId: string | undefined, questionnaireId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder17 | undefined): Promise<QuestionnaireAnswerApiResponse>;
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+ getAllQuestionnaireAnswers(investorId: string | undefined, questionnaireId: string | undefined, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder18 | undefined): Promise<QuestionnaireAnswerApiResponse>;
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  protected processGetAllQuestionnaireAnswers(response: Response): Promise<QuestionnaireAnswerApiResponse>;
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  /**
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  * Get a QuestionnaireAnswer by Id
@@ -1024,7 +1097,7 @@ export declare class Client {
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  * @param assetClass (optional) Optional asset class to filter registered funds by asset class.
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  * @return OK
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  */
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- getAllRegisteredFunds(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder18 | undefined, financialInstitutionId: string | undefined, assetClass: string | undefined): Promise<RegisteredFundApiResponse>;
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+ getAllRegisteredFunds(page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder19 | undefined, financialInstitutionId: string | undefined, assetClass: string | undefined): Promise<RegisteredFundApiResponse>;
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  protected processGetAllRegisteredFunds(response: Response): Promise<RegisteredFundApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen Fund by ID.
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  * @param fundType (optional) Optional filter for fund type.
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  * @return Returns the list of EvergreenFund.
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  */
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- getAllSecondaryLinkEvergreenFunds(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder19 | undefined, strategyFocus: string | undefined, fundName: string | undefined, manager: string | undefined, fundType: string | undefined): Promise<EvergreenFundApiResponse>;
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+ getAllSecondaryLinkEvergreenFunds(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder20 | undefined, strategyFocus: string | undefined, fundName: string | undefined, manager: string | undefined, fundType: string | undefined): Promise<EvergreenFundApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenFunds(response: Response): Promise<EvergreenFundApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen News record by ID.
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  * @param evergreenFundId (optional) Optional filter for evergreen fund ID.
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  * @return Returns the list of EvergreenNews.
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  */
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- getAllSecondaryLinkEvergreenNews(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder20 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenNewsApiResponse>;
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+ getAllSecondaryLinkEvergreenNews(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder21 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenNewsApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenNews(response: Response): Promise<EvergreenNewsApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen Returns record by ID.
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  * @param evergreenFundId (optional) Optional filter for evergreen fund ID.
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  * @return Returns the list of EvergreenReturns.
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  */
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- getAllSecondaryLinkEvergreenReturns(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder21 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenReturnsApiResponse>;
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+ getAllSecondaryLinkEvergreenReturns(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder22 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenReturnsApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenReturns(response: Response): Promise<EvergreenReturnsApiResponse>;
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  /**
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  * Gets a SecondaryLink Evergreen Share Classes record by ID.
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  * @param evergreenFundId (optional) Optional filter for evergreen fund ID.
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  * @return Returns the list of EvergreenShareClasses.
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  */
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- getAllSecondaryLinkEvergreenShareClasses(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder22 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenShareClassesApiResponse>;
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+ getAllSecondaryLinkEvergreenShareClasses(financialInstitutionId: string, page: number | undefined, pageSize: number | undefined, searchTerm: string | undefined, sortOrder: SortOrder23 | undefined, fundName: string | undefined, evergreenFundId: string | undefined): Promise<EvergreenShareClassesApiResponse>;
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  protected processGetAllSecondaryLinkEvergreenShareClasses(response: Response): Promise<EvergreenShareClassesApiResponse>;
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  /**
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  * Create a new transaction (subscription or redemption).
@@ -1239,7 +1312,7 @@ export declare class Client {
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  * @param sortOrder (optional) Order of which to sort the webhooks by. Default is Descending
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  * @return Returns a list of Webhooks.
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  */
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- getAllWebhooks(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder23 | undefined): Promise<WebhookApiResponse>;
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+ getAllWebhooks(page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder24 | undefined): Promise<WebhookApiResponse>;
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  protected processGetAllWebhooks(response: Response): Promise<WebhookApiResponse>;
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  /**
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  * Update a Webhook’s Information
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  * @param deliveryStatus (optional) Optional filter by delivery status.
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  * @return Returns a list of Webhook Events.
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  */
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- getAllWebhookEvents(id: string, from: Date, to: Date, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder24 | undefined, eventType: EventType | undefined, deliveryStatus: DeliveryStatus | undefined): Promise<WebhookEventApiResponse>;
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+ getAllWebhookEvents(id: string, from: Date, to: Date, page: number | undefined, pageSize: number | undefined, sortOrder: SortOrder25 | undefined, eventType: EventType | undefined, deliveryStatus: DeliveryStatus | undefined): Promise<WebhookEventApiResponse>;
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  protected processGetAllWebhookEvents(response: Response): Promise<WebhookEventApiResponse>;
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  }
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  /** Represents the version information of the API */
@@ -1839,7 +1912,7 @@ export declare class CreateFinancialAdvisor implements ICreateFinancialAdvisor {
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  /** Financial advisor mailing country code. */
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  mailingCountryCode: string;
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  /** Financial Advisor branch number. */
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- branchNumber: string;
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+ branchNumber?: string | undefined;
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  /** Financial advisor phone country code. */
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  phoneCountryCode: string;
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  /** Financial advisor phone number. */
@@ -1883,7 +1956,7 @@ export interface ICreateFinancialAdvisor {
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  /** Financial advisor mailing country code. */
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  mailingCountryCode: string;
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  /** Financial Advisor branch number. */
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- branchNumber: string;
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+ branchNumber?: string | undefined;
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  /** Financial advisor phone country code. */
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  phoneCountryCode: string;
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  /** Financial advisor phone number. */
@@ -2029,6 +2102,20 @@ export interface ICreateInvestorSubscription {
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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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+ /** Request model for creating or updating a Partner approval. */
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+ export declare class CreatePartnerApproval implements ICreatePartnerApproval {
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+ /** Optional notes for this approval. */
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+ notes?: string | undefined;
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+ constructor(data?: ICreatePartnerApproval);
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+ init(_data?: any): void;
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+ static fromJS(data: any): CreatePartnerApproval;
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+ toJSON(data?: any): any;
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+ }
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+ /** Request model for creating or updating a Partner approval. */
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+ export interface ICreatePartnerApproval {
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+ /** Optional notes for this approval. */
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+ notes?: string | undefined;
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+ }
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  export declare class CreatePreIPOCompanySPVPartnerApproval implements ICreatePreIPOCompanySPVPartnerApproval {
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  notes?: string | undefined;
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  constructor(data?: ICreatePreIPOCompanySPVPartnerApproval);
@@ -2428,7 +2515,7 @@ See https://github.com/country-regions/country-region-data/blob/master/data.json
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  state: string | undefined;
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  /** Zip code of the entity. */
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  zipCode: string | undefined;
2431
- /** Country code of the entity. Country code of the investor. Check
2518
+ /** Country code of the entity. Check
2432
2519
  https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
2433
2520
  countryCode: string | undefined;
2434
2521
  /** Street mailing address of the entity. */
@@ -2485,7 +2572,7 @@ See https://github.com/country-regions/country-region-data/blob/master/data.json
2485
2572
  state: string | undefined;
2486
2573
  /** Zip code of the entity. */
2487
2574
  zipCode: string | undefined;
2488
- /** Country code of the entity. Country code of the investor. Check
2575
+ /** Country code of the entity. Check
2489
2576
  https://github.com/country-regions/country-region-data/blob/master/data.json for valid country codes. */
2490
2577
  countryCode: string | undefined;
2491
2578
  /** Street mailing address of the entity. */
@@ -2892,7 +2979,7 @@ export declare class FinancialAdvisor implements IFinancialAdvisor {
2892
2979
  /** Financial advisor mailing country code. */
2893
2980
  mailingCountryCode: string | undefined;
2894
2981
  /** Financial Advisor branch number. */
2895
- branchNumber: string | undefined;
2982
+ branchNumber?: string | undefined;
2896
2983
  /** Prefix for the Financial Advisor. */
2897
2984
  prefix: string | undefined;
2898
2985
  /** Financial advisor broker. */
@@ -2921,7 +3008,7 @@ export interface IFinancialAdvisor {
2921
3008
  /** Financial advisor mailing country code. */
2922
3009
  mailingCountryCode: string | undefined;
2923
3010
  /** Financial Advisor branch number. */
2924
- branchNumber: string | undefined;
3011
+ branchNumber?: string | undefined;
2925
3012
  /** Prefix for the Financial Advisor. */
2926
3013
  prefix: string | undefined;
2927
3014
  /** Financial advisor broker. */
@@ -3083,6 +3170,18 @@ export interface IFundManager {
3083
3170
  /** Link to fund advisor's X page */
3084
3171
  x?: string | undefined;
3085
3172
  }
3173
+ export declare class GuidApiResponse implements IGuidApiResponse {
3174
+ items?: string[] | undefined;
3175
+ pagination?: Pagination | undefined;
3176
+ constructor(data?: IGuidApiResponse);
3177
+ init(_data?: any): void;
3178
+ static fromJS(data: any): GuidApiResponse;
3179
+ toJSON(data?: any): any;
3180
+ }
3181
+ export interface IGuidApiResponse {
3182
+ items?: string[] | undefined;
3183
+ pagination?: Pagination | undefined;
3184
+ }
3086
3185
  export declare class ICustomAttributeProvider implements IICustomAttributeProvider {
3087
3186
  constructor(data?: IICustomAttributeProvider);
3088
3187
  init(_data?: any): void;
@@ -5067,7 +5166,22 @@ export declare class Partner implements IPartner {
5067
5166
  partnerType: PartnerType;
5068
5167
  /** Legal Entity Name of the partner. */
5069
5168
  legalEntityName: string | undefined;
5070
- /** Country code of the investor. */
5169
+ /** ISO Phone Country Code. */
5170
+ primaryPhoneCountryCode?: string | undefined;
5171
+ /** The phone number of the Partner. */
5172
+ primaryPhone?: string | undefined;
5173
+ /** Partner's street 1 address. */
5174
+ street1?: string | undefined;
5175
+ /** Partner’s secondary street address. */
5176
+ street2?: string | undefined;
5177
+ /** City where the Partner resides. */
5178
+ city?: string | undefined;
5179
+ /** State of the Partner.
5180
+ See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
5181
+ state?: string | undefined;
5182
+ /** Zip code of the Partner. */
5183
+ zipCode?: string | undefined;
5184
+ /** Country code of the Partner. */
5071
5185
  countryCode?: string | undefined;
5072
5186
  /** Website of the Partner. */
5073
5187
  website?: string | undefined;
@@ -5107,7 +5221,22 @@ export interface IPartner {
5107
5221
  partnerType: PartnerType;
5108
5222
  /** Legal Entity Name of the partner. */
5109
5223
  legalEntityName: string | undefined;
5110
- /** Country code of the investor. */
5224
+ /** ISO Phone Country Code. */
5225
+ primaryPhoneCountryCode?: string | undefined;
5226
+ /** The phone number of the Partner. */
5227
+ primaryPhone?: string | undefined;
5228
+ /** Partner's street 1 address. */
5229
+ street1?: string | undefined;
5230
+ /** Partner’s secondary street address. */
5231
+ street2?: string | undefined;
5232
+ /** City where the Partner resides. */
5233
+ city?: string | undefined;
5234
+ /** State of the Partner.
5235
+ See https://github.com/country-regions/country-region-data/blob/master/data.json for valid state codes per country. */
5236
+ state?: string | undefined;
5237
+ /** Zip code of the Partner. */
5238
+ zipCode?: string | undefined;
5239
+ /** Country code of the Partner. */
5111
5240
  countryCode?: string | undefined;
5112
5241
  /** Website of the Partner. */
5113
5242
  website?: string | undefined;
@@ -5133,6 +5262,82 @@ export interface IPartner {
5133
5262
  all CRD numbers can be listed here. */
5134
5263
  managerCRD?: string[] | undefined;
5135
5264
  }
5265
+ /** Represents approval control mapping between targets (SPVs, Funds, etc.) and Partners. */
5266
+ export declare class PartnerApproval implements IPartnerApproval {
5267
+ /** Unique identifier for this approval record. */
5268
+ id?: string;
5269
+ /** The ID of the target entity (PreIPOCompanySPV, RegisteredFund, etc.). */
5270
+ targetId?: string;
5271
+ /** The type of target entity this approval applies to. */
5272
+ targetType?: PartnerApprovalTargetType;
5273
+ /** The ID of the Partner. */
5274
+ partnerId?: string;
5275
+ /** Whether the target is approved by the partner. */
5276
+ isApproved?: boolean;
5277
+ /** Optional notes field for this approval. */
5278
+ notes?: string | undefined;
5279
+ /** The date and time when this approval record was created. */
5280
+ createdAt?: Date;
5281
+ /** The date and time when this approval record was last updated. */
5282
+ updatedAt?: Date | undefined;
5283
+ constructor(data?: IPartnerApproval);
5284
+ init(_data?: any): void;
5285
+ static fromJS(data: any): PartnerApproval;
5286
+ toJSON(data?: any): any;
5287
+ }
5288
+ /** Represents approval control mapping between targets (SPVs, Funds, etc.) and Partners. */
5289
+ export interface IPartnerApproval {
5290
+ /** Unique identifier for this approval record. */
5291
+ id?: string;
5292
+ /** The ID of the target entity (PreIPOCompanySPV, RegisteredFund, etc.). */
5293
+ targetId?: string;
5294
+ /** The type of target entity this approval applies to. */
5295
+ targetType?: PartnerApprovalTargetType;
5296
+ /** The ID of the Partner. */
5297
+ partnerId?: string;
5298
+ /** Whether the target is approved by the partner. */
5299
+ isApproved?: boolean;
5300
+ /** Optional notes field for this approval. */
5301
+ notes?: string | undefined;
5302
+ /** The date and time when this approval record was created. */
5303
+ createdAt?: Date;
5304
+ /** The date and time when this approval record was last updated. */
5305
+ updatedAt?: Date | undefined;
5306
+ }
5307
+ export declare class PartnerApprovalApiResponse implements IPartnerApprovalApiResponse {
5308
+ items?: PartnerApproval[] | undefined;
5309
+ pagination?: Pagination | undefined;
5310
+ constructor(data?: IPartnerApprovalApiResponse);
5311
+ init(_data?: any): void;
5312
+ static fromJS(data: any): PartnerApprovalApiResponse;
5313
+ toJSON(data?: any): any;
5314
+ }
5315
+ export interface IPartnerApprovalApiResponse {
5316
+ items?: PartnerApproval[] | undefined;
5317
+ pagination?: Pagination | undefined;
5318
+ }
5319
+ /** Partner approval information with included target objects. */
5320
+ export declare class PartnerApprovalWithTargets implements IPartnerApprovalWithTargets {
5321
+ /** List of approved PreIPOCompanySPV targets. */
5322
+ preIPOCompanySPVs?: PreIPOCompanySPV[] | undefined;
5323
+ /** List of approved RegisteredFund targets. */
5324
+ registeredFunds?: RegisteredFund[] | undefined;
5325
+ /** Pagination information for the results. */
5326
+ pagination?: Pagination | undefined;
5327
+ constructor(data?: IPartnerApprovalWithTargets);
5328
+ init(_data?: any): void;
5329
+ static fromJS(data: any): PartnerApprovalWithTargets;
5330
+ toJSON(data?: any): any;
5331
+ }
5332
+ /** Partner approval information with included target objects. */
5333
+ export interface IPartnerApprovalWithTargets {
5334
+ /** List of approved PreIPOCompanySPV targets. */
5335
+ preIPOCompanySPVs?: PreIPOCompanySPV[] | undefined;
5336
+ /** List of approved RegisteredFund targets. */
5337
+ registeredFunds?: RegisteredFund[] | undefined;
5338
+ /** Pagination information for the results. */
5339
+ pagination?: Pagination | undefined;
5340
+ }
5136
5341
  /** Read model representing a PMI feed composite derived pricing record returned by the API. */
5137
5342
  export declare class PmiFeedPricing implements IPmiFeedPricing {
5138
5343
  /** Unique identifier of this record. */
@@ -7002,6 +7207,8 @@ export declare class TransactionAction implements ITransactionAction {
7002
7207
  responsibleParty: TransactionActionResponsibleParty;
7003
7208
  /** Text for an action that is a text acknowledgement. */
7004
7209
  actionText?: string | undefined;
7210
+ /** GitHub Flavored Markdown text for the action to provide rich formatted content. */
7211
+ markdownText?: string | undefined;
7005
7212
  constructor(data?: ITransactionAction);
7006
7213
  init(_data?: any): void;
7007
7214
  static fromJS(data: any): TransactionAction;
@@ -7026,6 +7233,8 @@ export interface ITransactionAction {
7026
7233
  responsibleParty: TransactionActionResponsibleParty;
7027
7234
  /** Text for an action that is a text acknowledgement. */
7028
7235
  actionText?: string | undefined;
7236
+ /** GitHub Flavored Markdown text for the action to provide rich formatted content. */
7237
+ markdownText?: string | undefined;
7029
7238
  }
7030
7239
  export declare class TransactionApiResponse implements ITransactionApiResponse {
7031
7240
  items?: Transaction[] | undefined;
@@ -7501,7 +7710,7 @@ export declare class UpdateFinancialAdvisor implements IUpdateFinancialAdvisor {
7501
7710
  /** Financial advisor mailing country code. */
7502
7711
  mailingCountryCode: string;
7503
7712
  /** Financial Advisor branch number. */
7504
- branchNumber: string;
7713
+ branchNumber?: string | undefined;
7505
7714
  /** Financial advisor phone country code. */
7506
7715
  phoneCountryCode: string;
7507
7716
  /** Financial advisor phone number. */
@@ -7547,7 +7756,7 @@ export interface IUpdateFinancialAdvisor {
7547
7756
  /** Financial advisor mailing country code. */
7548
7757
  mailingCountryCode: string;
7549
7758
  /** Financial Advisor branch number. */
7550
- branchNumber: string;
7759
+ branchNumber?: string | undefined;
7551
7760
  /** Financial advisor phone country code. */
7552
7761
  phoneCountryCode: string;
7553
7762
  /** Financial advisor phone number. */
@@ -8284,13 +8493,45 @@ export declare enum SortOrder8 {
8284
8493
  Ascending = "Ascending",
8285
8494
  Descending = "Descending"
8286
8495
  }
8496
+ /** Defines the types of targets that can have Partner approval control. */
8497
+ export declare enum TargetType {
8498
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8499
+ RegisteredFund = "RegisteredFund"
8500
+ }
8501
+ export declare enum TargetType2 {
8502
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8503
+ RegisteredFund = "RegisteredFund"
8504
+ }
8505
+ /** Defines the types of targets that can have Partner approval control. */
8506
+ export declare enum TargetType3 {
8507
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8508
+ RegisteredFund = "RegisteredFund"
8509
+ }
8510
+ /** Defines the types of targets that can have Partner approval control. */
8511
+ export declare enum TargetType4 {
8512
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8513
+ RegisteredFund = "RegisteredFund"
8514
+ }
8515
+ /** Defines the types of targets that can have Partner approval control. */
8516
+ export declare enum TargetType5 {
8517
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8518
+ RegisteredFund = "RegisteredFund"
8519
+ }
8520
+ export declare enum TargetType6 {
8521
+ PreIPOCompanySPV = "PreIPOCompanySPV",
8522
+ RegisteredFund = "RegisteredFund"
8523
+ }
8524
+ export declare enum SortOrder9 {
8525
+ Ascending = "Ascending",
8526
+ Descending = "Descending"
8527
+ }
8287
8528
  export declare enum SortBy {
8288
8529
  UpdatedAt = "UpdatedAt",
8289
8530
  CreatedAt = "CreatedAt",
8290
8531
  LastValuation = "LastValuation",
8291
8532
  TotalFunding = "TotalFunding"
8292
8533
  }
8293
- export declare enum SortOrder9 {
8534
+ export declare enum SortOrder10 {
8294
8535
  Ascending = "Ascending",
8295
8536
  Descending = "Descending"
8296
8537
  }
@@ -8306,10 +8547,6 @@ export declare enum Includes {
8306
8547
  Investments = "Investments",
8307
8548
  Spvs = "Spvs"
8308
8549
  }
8309
- export declare enum SortOrder10 {
8310
- Ascending = "Ascending",
8311
- Descending = "Descending"
8312
- }
8313
8550
  export declare enum SortOrder11 {
8314
8551
  Ascending = "Ascending",
8315
8552
  Descending = "Descending"
@@ -8322,6 +8559,10 @@ export declare enum SortOrder13 {
8322
8559
  Ascending = "Ascending",
8323
8560
  Descending = "Descending"
8324
8561
  }
8562
+ export declare enum SortOrder14 {
8563
+ Ascending = "Ascending",
8564
+ Descending = "Descending"
8565
+ }
8325
8566
  export declare enum ResearchType {
8326
8567
  INTERVIEW = "INTERVIEW",
8327
8568
  MARKET = "MARKET",
@@ -8373,7 +8614,7 @@ export declare enum ExemptionsClaimed {
8373
8614
  SECURITIES_ACT_SECTION_3_c_14 = "SECURITIES_ACT_SECTION_3_c_14",
8374
8615
  Reg_S = "Reg_S"
8375
8616
  }
8376
- export declare enum SortOrder14 {
8617
+ export declare enum SortOrder15 {
8377
8618
  Ascending = "Ascending",
8378
8619
  Descending = "Descending"
8379
8620
  }
@@ -8387,10 +8628,6 @@ export declare enum SortBy2 {
8387
8628
  Valuation = "Valuation",
8388
8629
  MinCommitmentAmount = "MinCommitmentAmount"
8389
8630
  }
8390
- export declare enum SortOrder15 {
8391
- Ascending = "Ascending",
8392
- Descending = "Descending"
8393
- }
8394
8631
  export declare enum SortOrder16 {
8395
8632
  Ascending = "Ascending",
8396
8633
  Descending = "Descending"
@@ -8419,6 +8656,10 @@ export declare enum SortOrder22 {
8419
8656
  Ascending = "Ascending",
8420
8657
  Descending = "Descending"
8421
8658
  }
8659
+ export declare enum SortOrder23 {
8660
+ Ascending = "Ascending",
8661
+ Descending = "Descending"
8662
+ }
8422
8663
  export declare enum TargetAssetType {
8423
8664
  PreIPOCompanySPV = "PreIPOCompanySPV",
8424
8665
  RegisteredFund = "RegisteredFund",
@@ -8439,11 +8680,11 @@ export declare enum TargetAssetType4 {
8439
8680
  RegisteredFund = "RegisteredFund",
8440
8681
  PreIPOCompany = "PreIPOCompany"
8441
8682
  }
8442
- export declare enum SortOrder23 {
8683
+ export declare enum SortOrder24 {
8443
8684
  Ascending = "Ascending",
8444
8685
  Descending = "Descending"
8445
8686
  }
8446
- export declare enum SortOrder24 {
8687
+ export declare enum SortOrder25 {
8447
8688
  Ascending = "Ascending",
8448
8689
  Descending = "Descending"
8449
8690
  }
@@ -9107,6 +9348,10 @@ export declare enum PartnerRegistration {
9107
9348
  EXEMPT_REPORTING_ADVISOR = "EXEMPT_REPORTING_ADVISOR",
9108
9349
  RIA = "RIA"
9109
9350
  }
9351
+ export declare enum PartnerApprovalTargetType {
9352
+ PreIPOCompanySPV = "PreIPOCompanySPV",
9353
+ RegisteredFund = "RegisteredFund"
9354
+ }
9110
9355
  export declare enum PreIPOCompanyType {
9111
9356
  SOLE_PROPRIETOR = "SOLE_PROPRIETOR",
9112
9357
  SINGLE_MEMBER_LLC = "SINGLE_MEMBER_LLC",
@@ -9483,7 +9728,8 @@ export declare enum TransactionActionType {
9483
9728
  DocumentSign = "DocumentSign",
9484
9729
  DocumentAcknowledge = "DocumentAcknowledge",
9485
9730
  TextAcknowledge = "TextAcknowledge",
9486
- Questionnaire = "Questionnaire"
9731
+ Questionnaire = "Questionnaire",
9732
+ ViewDisclosure = "ViewDisclosure"
9487
9733
  }
9488
9734
  export declare enum TransactionActionResponsibleParty {
9489
9735
  Partner = "Partner",