lusid-sdk 2.1.780__py3-none-any.whl → 2.1.782__py3-none-any.whl

lusid/__init__.py

@@ -50,6 +50,7 @@ from lusid.api.identifier_definitions_api import IdentifierDefinitionsApi
 from lusid.api.instrument_event_types_api import InstrumentEventTypesApi
 from lusid.api.instrument_events_api import InstrumentEventsApi
 from lusid.api.instruments_api import InstrumentsApi
+from lusid.api.investor_records_api import InvestorRecordsApi
 from lusid.api.legacy_compliance_api import LegacyComplianceApi
 from lusid.api.legal_entities_api import LegalEntitiesApi
 from lusid.api.order_graph_api import OrderGraphApi
@@ -645,6 +646,8 @@ from lusid.models.interest_rate_swaption import InterestRateSwaption
 from lusid.models.intermediate_compliance_step import IntermediateComplianceStep
 from lusid.models.intermediate_compliance_step_request import IntermediateComplianceStepRequest
 from lusid.models.intermediate_securities_distribution_event import IntermediateSecuritiesDistributionEvent
+from lusid.models.investor import Investor
+from lusid.models.investor_record import InvestorRecord
 from lusid.models.ir_vol_cube_data import IrVolCubeData
 from lusid.models.ir_vol_dependency import IrVolDependency
 from lusid.models.is_business_day_response import IsBusinessDayResponse
@@ -1237,6 +1240,9 @@ from lusid.models.upsert_instrument_events_response import UpsertInstrumentEvent
 from lusid.models.upsert_instrument_properties_response import UpsertInstrumentPropertiesResponse
 from lusid.models.upsert_instrument_property_request import UpsertInstrumentPropertyRequest
 from lusid.models.upsert_instruments_response import UpsertInstrumentsResponse
+from lusid.models.upsert_investor import UpsertInvestor
+from lusid.models.upsert_investor_record_request import UpsertInvestorRecordRequest
+from lusid.models.upsert_investor_records_response import UpsertInvestorRecordsResponse
 from lusid.models.upsert_legal_entities_response import UpsertLegalEntitiesResponse
 from lusid.models.upsert_legal_entity_access_metadata_request import UpsertLegalEntityAccessMetadataRequest
 from lusid.models.upsert_legal_entity_request import UpsertLegalEntityRequest
@@ -1355,6 +1361,7 @@ __all__ = [
     "InstrumentEventTypesApi",
     "InstrumentEventsApi",
     "InstrumentsApi",
+    "InvestorRecordsApi",
     "LegacyComplianceApi",
     "LegalEntitiesApi",
     "OrderGraphApi",
@@ -1940,6 +1947,8 @@ __all__ = [
     "IntermediateComplianceStep",
     "IntermediateComplianceStepRequest",
     "IntermediateSecuritiesDistributionEvent",
+    "Investor",
+    "InvestorRecord",
     "IrVolCubeData",
     "IrVolDependency",
     "IsBusinessDayResponse",
@@ -2532,6 +2541,9 @@ __all__ = [
     "UpsertInstrumentPropertiesResponse",
     "UpsertInstrumentPropertyRequest",
     "UpsertInstrumentsResponse",
+    "UpsertInvestor",
+    "UpsertInvestorRecordRequest",
+    "UpsertInvestorRecordsResponse",
     "UpsertLegalEntitiesResponse",
     "UpsertLegalEntityAccessMetadataRequest",
     "UpsertLegalEntityRequest",

lusid/api/__init__.py

@@ -34,6 +34,7 @@ from lusid.api.identifier_definitions_api import IdentifierDefinitionsApi
 from lusid.api.instrument_event_types_api import InstrumentEventTypesApi
 from lusid.api.instrument_events_api import InstrumentEventsApi
 from lusid.api.instruments_api import InstrumentsApi
+from lusid.api.investor_records_api import InvestorRecordsApi
 from lusid.api.legacy_compliance_api import LegacyComplianceApi
 from lusid.api.legal_entities_api import LegalEntitiesApi
 from lusid.api.order_graph_api import OrderGraphApi
@@ -109,6 +110,7 @@ __all__ = [
     "InstrumentEventTypesApi",
     "InstrumentEventsApi",
     "InstrumentsApi",
+    "InvestorRecordsApi",
     "LegacyComplianceApi",
     "LegalEntitiesApi",
     "OrderGraphApi",

lusid/api/investor_records_api.py

@@ -0,0 +1,220 @@
+# coding: utf-8
+
+"""
+    LUSID API
+
+    FINBOURNE Technology  # noqa: E501
+
+    Contact: info@finbourne.com
+    Generated by OpenAPI Generator (https://openapi-generator.tech)
+
+    Do not edit the class manually.
+"""
+
+
+import re  # noqa: F401
+import io
+import warnings
+
+from pydantic.v1 import validate_arguments, ValidationError
+from typing import overload, Optional, Union, Awaitable
+
+from typing_extensions import Annotated
+from pydantic.v1 import Field, constr
+
+from typing import Dict
+
+from lusid.models.upsert_investor_record_request import UpsertInvestorRecordRequest
+from lusid.models.upsert_investor_records_response import UpsertInvestorRecordsResponse
+
+from lusid.api_client import ApiClient
+from lusid.api_response import ApiResponse
+from lusid.exceptions import (  # noqa: F401
+    ApiTypeError,
+    ApiValueError
+)
+from lusid.extensions.configuration_options import ConfigurationOptions
+
+# ensure templated type usages are imported
+from pydantic.v1 import Field, StrictStr
+from typing import Optional
+from typing_extensions import Annotated
+
+class InvestorRecordsApi:
+    """NOTE: This class is auto generated by OpenAPI Generator
+    Ref: https://openapi-generator.tech
+
+    Do not edit the class manually.
+    """
+
+    def __init__(self, api_client=None) -> None:
+        if api_client is None:
+            api_client = ApiClient.get_default()
+        self.api_client = api_client
+
+
+    @overload
+    async def upsert_investor_records(self, success_mode : Annotated[StrictStr, Field(..., description="Whether the batch request should fail Atomically or in a Partial fashion - Allowed Values: Atomic, Partial")], request_body : Annotated[Dict[str, UpsertInvestorRecordRequest], Field(..., description="A collection of requests to create or update Investor Records.")], **kwargs) -> UpsertInvestorRecordsResponse:  # noqa: E501
+        ...
+
+    @overload
+    def upsert_investor_records(self, success_mode : Annotated[StrictStr, Field(..., description="Whether the batch request should fail Atomically or in a Partial fashion - Allowed Values: Atomic, Partial")], request_body : Annotated[Dict[str, UpsertInvestorRecordRequest], Field(..., description="A collection of requests to create or update Investor Records.")], async_req: Optional[bool]=True, **kwargs) -> UpsertInvestorRecordsResponse:  # noqa: E501
+        ...
+
+    @validate_arguments
+    def upsert_investor_records(self, success_mode : Annotated[StrictStr, Field(..., description="Whether the batch request should fail Atomically or in a Partial fashion - Allowed Values: Atomic, Partial")], request_body : Annotated[Dict[str, UpsertInvestorRecordRequest], Field(..., description="A collection of requests to create or update Investor Records.")], async_req: Optional[bool]=None, **kwargs) -> Union[UpsertInvestorRecordsResponse, Awaitable[UpsertInvestorRecordsResponse]]:  # noqa: E501
+        """[EARLY ACCESS] UpsertInvestorRecords: Pluralised upsert of Investor Records  # noqa: E501
+
+        Creates or updates a collection of Investor Records  # noqa: E501
+        This method makes a synchronous HTTP request by default. To make an
+        asynchronous HTTP request, please pass async_req=True
+
+        >>> thread = api.upsert_investor_records(success_mode, request_body, async_req=True)
+        >>> result = thread.get()
+
+        :param success_mode: Whether the batch request should fail Atomically or in a Partial fashion - Allowed Values: Atomic, Partial (required)
+        :type success_mode: str
+        :param request_body: A collection of requests to create or update Investor Records. (required)
+        :type request_body: Dict[str, UpsertInvestorRecordRequest]
+        :param async_req: Whether to execute the request asynchronously.
+        :type async_req: bool, optional
+        :param _request_timeout: Timeout setting. Do not use - use the opts parameter instead
+        :param opts: Configuration options for this request
+        :type opts: ConfigurationOptions, optional
+        :return: Returns the result object.
+                 If the method is called asynchronously,
+                 returns the request thread.
+        :rtype: UpsertInvestorRecordsResponse
+        """
+        kwargs['_return_http_data_only'] = True
+        if '_preload_content' in kwargs:
+            message = "Error! Please call the upsert_investor_records_with_http_info method with `_preload_content` instead and obtain raw data from ApiResponse.raw_data"  # noqa: E501
+            raise ValueError(message)
+        if async_req is not None:
+            kwargs['async_req'] = async_req
+        return self.upsert_investor_records_with_http_info(success_mode, request_body, **kwargs)  # noqa: E501
+
+    @validate_arguments
+    def upsert_investor_records_with_http_info(self, success_mode : Annotated[StrictStr, Field(..., description="Whether the batch request should fail Atomically or in a Partial fashion - Allowed Values: Atomic, Partial")], request_body : Annotated[Dict[str, UpsertInvestorRecordRequest], Field(..., description="A collection of requests to create or update Investor Records.")], **kwargs) -> ApiResponse:  # noqa: E501
+        """[EARLY ACCESS] UpsertInvestorRecords: Pluralised upsert of Investor Records  # noqa: E501
+
+        Creates or updates a collection of Investor Records  # noqa: E501
+        This method makes a synchronous HTTP request by default. To make an
+        asynchronous HTTP request, please pass async_req=True
+
+        >>> thread = api.upsert_investor_records_with_http_info(success_mode, request_body, async_req=True)
+        >>> result = thread.get()
+
+        :param success_mode: Whether the batch request should fail Atomically or in a Partial fashion - Allowed Values: Atomic, Partial (required)
+        :type success_mode: str
+        :param request_body: A collection of requests to create or update Investor Records. (required)
+        :type request_body: Dict[str, UpsertInvestorRecordRequest]
+        :param async_req: Whether to execute the request asynchronously.
+        :type async_req: bool, optional
+        :param _preload_content: if False, the ApiResponse.data will
+                                 be set to none and raw_data will store the
+                                 HTTP response body without reading/decoding.
+                                 Default is True.
+        :type _preload_content: bool, optional
+        :param _return_http_data_only: response data instead of ApiResponse
+                                       object with status code, headers, etc
+        :type _return_http_data_only: bool, optional
+        :param _request_timeout: Timeout setting. Do not use - use the opts parameter instead
+        :param opts: Configuration options for this request
+        :type opts: ConfigurationOptions, optional
+        :param _request_auth: set to override the auth_settings for an a single
+                              request; this effectively ignores the authentication
+                              in the spec for a single request.
+        :type _request_auth: dict, optional
+        :type _content_type: string, optional: force content-type for the request
+        :return: Returns the result object.
+                 If the method is called asynchronously,
+                 returns the request thread.
+        :rtype: tuple(UpsertInvestorRecordsResponse, status_code(int), headers(HTTPHeaderDict))
+        """
+
+        _params = locals()
+
+        _all_params = [
+            'success_mode',
+            'request_body'
+        ]
+        _all_params.extend(
+            [
+                'async_req',
+                '_return_http_data_only',
+                '_preload_content',
+                '_request_timeout',
+                '_request_auth',
+                '_content_type',
+                '_headers',
+                'opts'
+            ]
+        )
+
+        # validate the arguments
+        for _key, _val in _params['kwargs'].items():
+            if _key not in _all_params:
+                raise ApiTypeError(
+                    "Got an unexpected keyword argument '%s'"
+                    " to method upsert_investor_records" % _key
+                )
+            _params[_key] = _val
+        del _params['kwargs']
+
+        _collection_formats = {}
+
+        # process the path parameters
+        _path_params = {}
+
+        # process the query parameters
+        _query_params = []
+        if _params.get('success_mode') is not None:  # noqa: E501
+            _query_params.append(('successMode', _params['success_mode']))
+
+        # process the header parameters
+        _header_params = dict(_params.get('_headers', {}))
+        # process the form parameters
+        _form_params = []
+        _files = {}
+        # process the body parameter
+        _body_params = None
+        if _params['request_body'] is not None:
+            _body_params = _params['request_body']
+
+        # set the HTTP header `Accept`
+        _header_params['Accept'] = self.api_client.select_header_accept(
+            ['text/plain', 'application/json', 'text/json'])  # noqa: E501
+
+        # set the HTTP header `Content-Type`
+        _content_types_list = _params.get('_content_type',
+            self.api_client.select_header_content_type(
+                ['application/json-patch+json', 'application/json', 'text/json', 'application/*+json']))
+        if _content_types_list:
+                _header_params['Content-Type'] = _content_types_list
+
+        # authentication setting
+        _auth_settings = ['oauth2']  # noqa: E501
+
+        _response_types_map = {
+            '201': "UpsertInvestorRecordsResponse",
+            '400': "LusidValidationProblemDetails",
+        }
+
+        return self.api_client.call_api(
+            '/api/investorrecords/$batchUpsert', 'POST',
+            _path_params,
+            _query_params,
+            _header_params,
+            body=_body_params,
+            post_params=_form_params,
+            files=_files,
+            response_types_map=_response_types_map,
+            auth_settings=_auth_settings,
+            async_req=_params.get('async_req'),
+            _return_http_data_only=_params.get('_return_http_data_only'),  # noqa: E501
+            _preload_content=_params.get('_preload_content', True),
+            _request_timeout=_params.get('_request_timeout'),
+            opts=_params.get('opts'),
+            collection_formats=_collection_formats,
+            _request_auth=_params.get('_request_auth'))

lusid/api/transaction_portfolios_api.py

@@ -5438,22 +5438,22 @@ class TransactionPortfoliosApi:
 
 
     @overload
-    async def get_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, **kwargs) -> VersionedResourceListOfTransaction:  # noqa: E501
+    async def get_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, **kwargs) -> VersionedResourceListOfTransaction:  # noqa: E501
         ...
 
     @overload
-    def get_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfTransaction:  # noqa: E501
+    def get_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, async_req: Optional[bool]=True, **kwargs) -> VersionedResourceListOfTransaction:  # noqa: E501
         ...
 
     @validate_arguments
-    def get_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfTransaction, Awaitable[VersionedResourceListOfTransaction]]:  # noqa: E501
+    def get_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[VersionedResourceListOfTransaction, Awaitable[VersionedResourceListOfTransaction]]:  # noqa: E501
         """GetTransactions: Get transactions  # noqa: E501
 
         Retrieve all the transactions that occurred during a particular time interval.                If the portfolio is a derived transaction portfolio, the transactions returned are the  union set of all transactions of the parent (and any grandparents, etc.) as well as  those of the derived transaction portfolio itself.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
-        >>> thread = api.get_transactions(scope, code, from_transaction_date, to_transaction_date, as_at, filter, property_keys, page, limit, show_cancelled_transactions, sort_by, async_req=True)
+        >>> thread = api.get_transactions(scope, code, from_transaction_date, to_transaction_date, as_at, filter, property_keys, page, limit, show_cancelled_transactions, sort_by, data_model_scope, data_model_code, async_req=True)
         >>> result = thread.get()
 
         :param scope: The scope of the transaction portfolio. (required)
@@ -5478,6 +5478,10 @@ class TransactionPortfoliosApi:
         :type show_cancelled_transactions: bool
         :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
         :type sort_by: List[str]
+        :param data_model_scope: The optional scope of a Custom Data Model to use
+        :type data_model_scope: str
+        :param data_model_code: The optional code of a Custom Data Model to use
+        :type data_model_code: str
         :param async_req: Whether to execute the request asynchronously.
         :type async_req: bool, optional
         :param _request_timeout: Timeout setting. Do not use - use the opts parameter instead
@@ -5494,17 +5498,17 @@ class TransactionPortfoliosApi:
             raise ValueError(message)
         if async_req is not None:
             kwargs['async_req'] = async_req
-        return self.get_transactions_with_http_info(scope, code, from_transaction_date, to_transaction_date, as_at, filter, property_keys, page, limit, show_cancelled_transactions, sort_by, **kwargs)  # noqa: E501
+        return self.get_transactions_with_http_info(scope, code, from_transaction_date, to_transaction_date, as_at, filter, property_keys, page, limit, show_cancelled_transactions, sort_by, data_model_scope, data_model_code, **kwargs)  # noqa: E501
 
     @validate_arguments
-    def get_transactions_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, **kwargs) -> ApiResponse:  # noqa: E501
+    def get_transactions_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies               the transaction portfolio.")], from_transaction_date : Annotated[Optional[StrictStr], Field( description="The lower bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no lower bound if this is not specified.")] = None, to_transaction_date : Annotated[Optional[StrictStr], Field( description="The upper bound effective datetime or cut label (inclusive) from which to retrieve transactions.               There is no upper bound if this is not specified.")] = None, as_at : Annotated[Optional[datetime], Field(description="The asAt datetime at which to retrieve transactions. Defaults to returning the latest version               of each transaction if not specified.")] = None, filter : Annotated[Optional[StrictStr], Field( description="Expression with which to filter the result set.               For example, to return only transactions with a transaction type of 'Buy', specify \"type eq 'Buy'\"               For more information about filtering LUSID results, see https://support.lusid.com/knowledgebase/article/KA-01914.")] = None, property_keys : Annotated[Optional[conlist(StrictStr)], Field(description="A list of property keys from the 'Instrument', 'Transaction', \"LegalEntity\" or \"CustodianAccount\" domain to decorate onto               transactions. These must have the format {domain}/{scope}/{code}, for example 'Instrument/system/Name' or               'Transaction/strategy/quantsignal'.")] = None, page : Annotated[Optional[StrictStr], Field( description="The pagination token to use to continue listing transactions from a previous call to GetTransactions.")] = None, limit : Annotated[Optional[StrictInt], Field(description="When paginating, limit the number of returned results to this many. The current behaviour is               to return all transactions if possible, but this will change to defaulting to 1000 if not specified in the future. It is recommended               to populate this field to enable pagination.")] = None, show_cancelled_transactions : Annotated[Optional[StrictBool], Field(description="Option to specify whether or not to include cancelled transactions,               including previous versions of transactions which have since been amended.               Defaults to False if not specified.")] = None, sort_by : Annotated[Optional[conlist(StrictStr)], Field(description="A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, **kwargs) -> ApiResponse:  # noqa: E501
         """GetTransactions: Get transactions  # noqa: E501
 
         Retrieve all the transactions that occurred during a particular time interval.                If the portfolio is a derived transaction portfolio, the transactions returned are the  union set of all transactions of the parent (and any grandparents, etc.) as well as  those of the derived transaction portfolio itself.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
-        >>> thread = api.get_transactions_with_http_info(scope, code, from_transaction_date, to_transaction_date, as_at, filter, property_keys, page, limit, show_cancelled_transactions, sort_by, async_req=True)
+        >>> thread = api.get_transactions_with_http_info(scope, code, from_transaction_date, to_transaction_date, as_at, filter, property_keys, page, limit, show_cancelled_transactions, sort_by, data_model_scope, data_model_code, async_req=True)
         >>> result = thread.get()
 
         :param scope: The scope of the transaction portfolio. (required)
@@ -5529,6 +5533,10 @@ class TransactionPortfoliosApi:
         :type show_cancelled_transactions: bool
         :param sort_by: A list of field names or properties to sort by, each suffixed by \" ASC\" or \" DESC\".
         :type sort_by: List[str]
+        :param data_model_scope: The optional scope of a Custom Data Model to use
+        :type data_model_scope: str
+        :param data_model_code: The optional code of a Custom Data Model to use
+        :type data_model_code: str
         :param async_req: Whether to execute the request asynchronously.
         :type async_req: bool, optional
         :param _preload_content: if False, the ApiResponse.data will
@@ -5566,7 +5574,9 @@ class TransactionPortfoliosApi:
             'page',
             'limit',
             'show_cancelled_transactions',
-            'sort_by'
+            'sort_by',
+            'data_model_scope',
+            'data_model_code'
         ]
         _all_params.extend(
             [
@@ -5636,6 +5646,12 @@ class TransactionPortfoliosApi:
             _query_params.append(('sortBy', _params['sort_by']))
             _collection_formats['sortBy'] = 'multi'
 
+        if _params.get('data_model_scope') is not None:  # noqa: E501
+            _query_params.append(('dataModelScope', _params['data_model_scope']))
+
+        if _params.get('data_model_code') is not None:  # noqa: E501
+            _query_params.append(('dataModelCode', _params['data_model_code']))
+
         # process the header parameters
         _header_params = dict(_params.get('_headers', {}))
         # process the form parameters
@@ -7815,22 +7831,22 @@ class TransactionPortfoliosApi:
 
 
     @overload
-    async def upsert_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, **kwargs) -> UpsertPortfolioTransactionsResponse:  # noqa: E501
+    async def upsert_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, **kwargs) -> UpsertPortfolioTransactionsResponse:  # noqa: E501
         ...
 
     @overload
-    def upsert_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, async_req: Optional[bool]=True, **kwargs) -> UpsertPortfolioTransactionsResponse:  # noqa: E501
+    def upsert_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, async_req: Optional[bool]=True, **kwargs) -> UpsertPortfolioTransactionsResponse:  # noqa: E501
         ...
 
     @validate_arguments
-    def upsert_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[UpsertPortfolioTransactionsResponse, Awaitable[UpsertPortfolioTransactionsResponse]]:  # noqa: E501
+    def upsert_transactions(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, async_req: Optional[bool]=None, **kwargs) -> Union[UpsertPortfolioTransactionsResponse, Awaitable[UpsertPortfolioTransactionsResponse]]:  # noqa: E501
         """UpsertTransactions: Upsert transactions  # noqa: E501
 
         Create or update transactions in the transaction portfolio. A transaction will be updated  if it already exists and created if it does not.  The maximum number of transactions that this method can upsert per request is 10,000.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
-        >>> thread = api.upsert_transactions(scope, code, transaction_request, preserve_properties, async_req=True)
+        >>> thread = api.upsert_transactions(scope, code, transaction_request, preserve_properties, data_model_scope, data_model_code, async_req=True)
         >>> result = thread.get()
 
         :param scope: The scope of the transaction portfolio. (required)
@@ -7841,6 +7857,10 @@ class TransactionPortfoliosApi:
         :type transaction_request: List[TransactionRequest]
         :param preserve_properties: If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.
         :type preserve_properties: bool
+        :param data_model_scope: The optional scope of a Custom Data Model to use
+        :type data_model_scope: str
+        :param data_model_code: The optional code of a Custom Data Model to use
+        :type data_model_code: str
         :param async_req: Whether to execute the request asynchronously.
         :type async_req: bool, optional
         :param _request_timeout: Timeout setting. Do not use - use the opts parameter instead
@@ -7857,17 +7877,17 @@ class TransactionPortfoliosApi:
             raise ValueError(message)
         if async_req is not None:
             kwargs['async_req'] = async_req
-        return self.upsert_transactions_with_http_info(scope, code, transaction_request, preserve_properties, **kwargs)  # noqa: E501
+        return self.upsert_transactions_with_http_info(scope, code, transaction_request, preserve_properties, data_model_scope, data_model_code, **kwargs)  # noqa: E501
 
     @validate_arguments
-    def upsert_transactions_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, **kwargs) -> ApiResponse:  # noqa: E501
+    def upsert_transactions_with_http_info(self, scope : Annotated[StrictStr, Field(..., description="The scope of the transaction portfolio.")], code : Annotated[StrictStr, Field(..., description="The code of the transaction portfolio. Together with the scope this uniquely identifies              the transaction portfolio.")], transaction_request : Annotated[conlist(TransactionRequest), Field(..., description="A list of transactions to be created or updated.")], preserve_properties : Annotated[Optional[StrictBool], Field(description="If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.")] = None, data_model_scope : Annotated[Optional[StrictStr], Field( description="The optional scope of a Custom Data Model to use")] = None, data_model_code : Annotated[Optional[StrictStr], Field( description="The optional code of a Custom Data Model to use")] = None, **kwargs) -> ApiResponse:  # noqa: E501
         """UpsertTransactions: Upsert transactions  # noqa: E501
 
         Create or update transactions in the transaction portfolio. A transaction will be updated  if it already exists and created if it does not.  The maximum number of transactions that this method can upsert per request is 10,000.  # noqa: E501
         This method makes a synchronous HTTP request by default. To make an
         asynchronous HTTP request, please pass async_req=True
 
-        >>> thread = api.upsert_transactions_with_http_info(scope, code, transaction_request, preserve_properties, async_req=True)
+        >>> thread = api.upsert_transactions_with_http_info(scope, code, transaction_request, preserve_properties, data_model_scope, data_model_code, async_req=True)
         >>> result = thread.get()
 
         :param scope: The scope of the transaction portfolio. (required)
@@ -7878,6 +7898,10 @@ class TransactionPortfoliosApi:
         :type transaction_request: List[TransactionRequest]
         :param preserve_properties: If set to false, the entire property set will be overwritten by the provided properties. If not specified or set to true, only the properties provided will be updated.
         :type preserve_properties: bool
+        :param data_model_scope: The optional scope of a Custom Data Model to use
+        :type data_model_scope: str
+        :param data_model_code: The optional code of a Custom Data Model to use
+        :type data_model_code: str
         :param async_req: Whether to execute the request asynchronously.
         :type async_req: bool, optional
         :param _preload_content: if False, the ApiResponse.data will
@@ -7908,7 +7932,9 @@ class TransactionPortfoliosApi:
             'scope',
             'code',
             'transaction_request',
-            'preserve_properties'
+            'preserve_properties',
+            'data_model_scope',
+            'data_model_code'
         ]
         _all_params.extend(
             [
@@ -7949,6 +7975,12 @@ class TransactionPortfoliosApi:
         if _params.get('preserve_properties') is not None:  # noqa: E501
             _query_params.append(('preserveProperties', _params['preserve_properties']))
 
+        if _params.get('data_model_scope') is not None:  # noqa: E501
+            _query_params.append(('dataModelScope', _params['data_model_scope']))
+
+        if _params.get('data_model_code') is not None:  # noqa: E501
+            _query_params.append(('dataModelCode', _params['data_model_code']))
+
         # process the header parameters
         _header_params = dict(_params.get('_headers', {}))
         # process the form parameters

lusid/configuration.py

@@ -445,7 +445,7 @@ class Configuration:
         return "Python SDK Debug Report:\n"\
                "OS: {env}\n"\
                "Python Version: {pyversion}\n"\
-               "Version of the API: 0.11.7734\n"\
+               "Version of the API: 0.11.7740\n"\
                "SDK Package Version: {package_version}".\
                format(env=sys.platform, pyversion=sys.version, package_version=package_version)
 

lusid/models/__init__.py

@@ -560,6 +560,8 @@ from lusid.models.interest_rate_swaption import InterestRateSwaption
 from lusid.models.intermediate_compliance_step import IntermediateComplianceStep
 from lusid.models.intermediate_compliance_step_request import IntermediateComplianceStepRequest
 from lusid.models.intermediate_securities_distribution_event import IntermediateSecuritiesDistributionEvent
+from lusid.models.investor import Investor
+from lusid.models.investor_record import InvestorRecord
 from lusid.models.ir_vol_cube_data import IrVolCubeData
 from lusid.models.ir_vol_dependency import IrVolDependency
 from lusid.models.is_business_day_response import IsBusinessDayResponse
@@ -1152,6 +1154,9 @@ from lusid.models.upsert_instrument_events_response import UpsertInstrumentEvent
 from lusid.models.upsert_instrument_properties_response import UpsertInstrumentPropertiesResponse
 from lusid.models.upsert_instrument_property_request import UpsertInstrumentPropertyRequest
 from lusid.models.upsert_instruments_response import UpsertInstrumentsResponse
+from lusid.models.upsert_investor import UpsertInvestor
+from lusid.models.upsert_investor_record_request import UpsertInvestorRecordRequest
+from lusid.models.upsert_investor_records_response import UpsertInvestorRecordsResponse
 from lusid.models.upsert_legal_entities_response import UpsertLegalEntitiesResponse
 from lusid.models.upsert_legal_entity_access_metadata_request import UpsertLegalEntityAccessMetadataRequest
 from lusid.models.upsert_legal_entity_request import UpsertLegalEntityRequest
@@ -1771,6 +1776,8 @@ __all__ = [
     "IntermediateComplianceStep",
     "IntermediateComplianceStepRequest",
     "IntermediateSecuritiesDistributionEvent",
+    "Investor",
+    "InvestorRecord",
     "IrVolCubeData",
     "IrVolDependency",
     "IsBusinessDayResponse",
@@ -2363,6 +2370,9 @@ __all__ = [
     "UpsertInstrumentPropertiesResponse",
     "UpsertInstrumentPropertyRequest",
     "UpsertInstrumentsResponse",
+    "UpsertInvestor",
+    "UpsertInvestorRecordRequest",
+    "UpsertInvestorRecordsResponse",
     "UpsertLegalEntitiesResponse",
     "UpsertLegalEntityAccessMetadataRequest",
     "UpsertLegalEntityRequest",