Class: DealMakerAPI::InvestorApi

Inherits:
Object
  • Object
show all
Defined in:
lib/DealMakerAPI/api/investor_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(api_client = ApiClient.default) ⇒ InvestorApi

Returns a new instance of InvestorApi.



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 19

def initialize(api_client = ApiClient.default)
  @api_client = api_client
end

Instance Attribute Details

#api_clientObject

Returns the value of attribute api_client.



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 17

def api_client
  @api_client
end

Instance Method Details

#add506c_document(id, investor_id, add506c_document_request, opts = {}) ⇒ V1EntitiesInvestor

Add 506c document for deal investor Add 506c document for deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • add506c_document_request (Add506cDocumentRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 29

def add506c_document(id, investor_id, add506c_document_request, opts = {})
  data, _status_code, _headers = add506c_document_with_http_info(id, investor_id, add506c_document_request, opts)
  data
end

#add506c_document_with_http_info(id, investor_id, add506c_document_request, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Add 506c document for deal investor Add 506c document for deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • add506c_document_request (Add506cDocumentRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 41

def add506c_document_with_http_info(id, investor_id, add506c_document_request, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.add506c_document ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.add506c_document"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.add506c_document"
  end
  # verify the required parameter 'add506c_document_request' is set
  if @api_client.config.client_side_validation && add506c_document_request.nil?
    fail ArgumentError, "Missing the required parameter 'add506c_document_request' when calling InvestorApi.add506c_document"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/add_506c_document'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(add506c_document_request)

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.add506c_document",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#add506c_document\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#add_document(id, investor_id, add_document_request, opts = {}) ⇒ V1EntitiesInvestor

Add document for deal investor Add document for deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • add_document_request (AddDocumentRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 109

def add_document(id, investor_id, add_document_request, opts = {})
  data, _status_code, _headers = add_document_with_http_info(id, investor_id, add_document_request, opts)
  data
end

#add_document_with_http_info(id, investor_id, add_document_request, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Add document for deal investor Add document for deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • add_document_request (AddDocumentRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 121

def add_document_with_http_info(id, investor_id, add_document_request, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.add_document ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.add_document"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.add_document"
  end
  # verify the required parameter 'add_document_request' is set
  if @api_client.config.client_side_validation && add_document_request.nil?
    fail ArgumentError, "Missing the required parameter 'add_document_request' when calling InvestorApi.add_document"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/add_document'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(add_document_request)

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.add_document",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#add_document\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#bulk_upload_investors(id, bulk_upload_investors_request, opts = {}) ⇒ V1EntitiesInvestor

Bulk upload investors for deal investor Bulk upload investors

Parameters:

  • id (Integer)

    The deal id.

  • bulk_upload_investors_request (BulkUploadInvestorsRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 188

def bulk_upload_investors(id, bulk_upload_investors_request, opts = {})
  data, _status_code, _headers = bulk_upload_investors_with_http_info(id, bulk_upload_investors_request, opts)
  data
end

#bulk_upload_investors_with_http_info(id, bulk_upload_investors_request, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Bulk upload investors for deal investor Bulk upload investors

Parameters:

  • id (Integer)

    The deal id.

  • bulk_upload_investors_request (BulkUploadInvestorsRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 199

def bulk_upload_investors_with_http_info(id, bulk_upload_investors_request, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.bulk_upload_investors ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.bulk_upload_investors"
  end
  # verify the required parameter 'bulk_upload_investors_request' is set
  if @api_client.config.client_side_validation && bulk_upload_investors_request.nil?
    fail ArgumentError, "Missing the required parameter 'bulk_upload_investors_request' when calling InvestorApi.bulk_upload_investors"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/bulk_upload'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(bulk_upload_investors_request)

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.bulk_upload_investors",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#bulk_upload_investors\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#create_investor(id, deals_id_investors, opts = {}) ⇒ V1EntitiesInvestor

Create a deal investor Create a single deal investor.

Parameters:

  • id (Integer)

    The deal id.

  • deals_id_investors (PostDealsIdInvestors)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 262

def create_investor(id, deals_id_investors, opts = {})
  data, _status_code, _headers = create_investor_with_http_info(id, deals_id_investors, opts)
  data
end

#create_investor_with_http_info(id, deals_id_investors, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Create a deal investor Create a single deal investor.

Parameters:

  • id (Integer)

    The deal id.

  • deals_id_investors (PostDealsIdInvestors)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 273

def create_investor_with_http_info(id, deals_id_investors, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.create_investor ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.create_investor"
  end
  # verify the required parameter 'deals_id_investors' is set
  if @api_client.config.client_side_validation && deals_id_investors.nil?
    fail ArgumentError, "Missing the required parameter 'deals_id_investors' when calling InvestorApi.create_investor"
  end
  # resource path
  local_var_path = '/deals/{id}/investors'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(deals_id_investors)

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.create_investor",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#create_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#delete_document(id, investor_id, document_id, opts = {}) ⇒ nil

Delete document for deal investor Delete document for deal investor

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • document_id (Integer)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (nil)


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# File 'lib/DealMakerAPI/api/investor_api.rb', line 337

def delete_document(id, investor_id, document_id, opts = {})
  delete_document_with_http_info(id, investor_id, document_id, opts)
  nil
end

#delete_document_with_http_info(id, investor_id, document_id, opts = {}) ⇒ Array<(nil, Integer, Hash)>

Delete document for deal investor Delete document for deal investor

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • document_id (Integer)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(nil, Integer, Hash)>)

    nil, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 349

def delete_document_with_http_info(id, investor_id, document_id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.delete_document ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.delete_document"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.delete_document"
  end
  # verify the required parameter 'document_id' is set
  if @api_client.config.client_side_validation && document_id.nil?
    fail ArgumentError, "Missing the required parameter 'document_id' when calling InvestorApi.delete_document"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/delete_document/{document_id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s)).sub('{' + 'document_id' + '}', CGI.escape(document_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type]

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.delete_document",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#delete_document\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#delete_investor_profile(type, id, opts = {}) ⇒ nil

Delete investor profile. Deletes the investor profile.

Parameters:

  • type (Integer)
  • id (Integer)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (nil)


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# File 'lib/DealMakerAPI/api/investor_api.rb', line 409

def delete_investor_profile(type, id, opts = {})
  delete_investor_profile_with_http_info(type, id, opts)
  nil
end

#delete_investor_profile_with_http_info(type, id, opts = {}) ⇒ Array<(nil, Integer, Hash)>

Delete investor profile. Deletes the investor profile.

Parameters:

  • type (Integer)
  • id (Integer)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(nil, Integer, Hash)>)

    nil, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 420

def delete_investor_profile_with_http_info(type, id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.delete_investor_profile ...'
  end
  # verify the required parameter 'type' is set
  if @api_client.config.client_side_validation && type.nil?
    fail ArgumentError, "Missing the required parameter 'type' when calling InvestorApi.delete_investor_profile"
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.delete_investor_profile"
  end
  # resource path
  local_var_path = '/investor_profiles/{type}/{id}'.sub('{' + 'type' + '}', CGI.escape(type.to_s)).sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type]

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.delete_investor_profile",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#delete_investor_profile\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#edit_investor_tags(id, investor_id, edit_investor_tags_request, opts = {}) ⇒ V1EntitiesInvestor

Append or replace tag(s) for a specific investor Edit investor tag

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • edit_investor_tags_request (EditInvestorTagsRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 477

def edit_investor_tags(id, investor_id, edit_investor_tags_request, opts = {})
  data, _status_code, _headers = edit_investor_tags_with_http_info(id, investor_id, edit_investor_tags_request, opts)
  data
end

#edit_investor_tags_with_http_info(id, investor_id, edit_investor_tags_request, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Append or replace tag(s) for a specific investor Edit investor tag

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • edit_investor_tags_request (EditInvestorTagsRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 489

def edit_investor_tags_with_http_info(id, investor_id, edit_investor_tags_request, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.edit_investor_tags ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.edit_investor_tags"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.edit_investor_tags"
  end
  # verify the required parameter 'edit_investor_tags_request' is set
  if @api_client.config.client_side_validation && edit_investor_tags_request.nil?
    fail ArgumentError, "Missing the required parameter 'edit_investor_tags_request' when calling InvestorApi.edit_investor_tags"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/edit_tags'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(edit_investor_tags_request)

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.edit_investor_tags",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#edit_investor_tags\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_deal_investor_search_entities(id, investor_id, opts = {}) ⇒ V1EntitiesInvestorSearchEntities

Get the search entities attached to the investor Get the entities that needs to be updated due to wrong information.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 556

def get_deal_investor_search_entities(id, investor_id, opts = {})
  data, _status_code, _headers = get_deal_investor_search_entities_with_http_info(id, investor_id, opts)
  data
end

#get_deal_investor_search_entities_with_http_info(id, investor_id, opts = {}) ⇒ Array<(V1EntitiesInvestorSearchEntities, Integer, Hash)>

Get the search entities attached to the investor Get the entities that needs to be updated due to wrong information.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 567

def get_deal_investor_search_entities_with_http_info(id, investor_id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.get_deal_investor_search_entities ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.get_deal_investor_search_entities"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.get_deal_investor_search_entities"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/search_entities'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestorSearchEntities'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.get_deal_investor_search_entities",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#get_deal_investor_search_entities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_enforcements(id, investor_id, search_entity_id, opts = {}) ⇒ V1EntitiesInvestor

Get enforcements for a background search Get enforcements for a background search

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • search_entity_id (Integer)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 626

def get_enforcements(id, investor_id, search_entity_id, opts = {})
  data, _status_code, _headers = get_enforcements_with_http_info(id, investor_id, search_entity_id, opts)
  data
end

#get_enforcements_with_http_info(id, investor_id, search_entity_id, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Get enforcements for a background search Get enforcements for a background search

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • search_entity_id (Integer)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 638

def get_enforcements_with_http_info(id, investor_id, search_entity_id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.get_enforcements ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.get_enforcements"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.get_enforcements"
  end
  # verify the required parameter 'search_entity_id' is set
  if @api_client.config.client_side_validation && search_entity_id.nil?
    fail ArgumentError, "Missing the required parameter 'search_entity_id' when calling InvestorApi.get_enforcements"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/background_checks/{search_entity_id}/enforcements'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s)).sub('{' + 'search_entity_id' + '}', CGI.escape(search_entity_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.get_enforcements",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#get_enforcements\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_incentive_plan(id, investor_id, opts = {}) ⇒ V1EntitiesDealsPriceDetails

Get investor incentive plan by investor id Gets a single investor incentive plan by the investor id.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 700

def get_incentive_plan(id, investor_id, opts = {})
  data, _status_code, _headers = get_incentive_plan_with_http_info(id, investor_id, opts)
  data
end

#get_incentive_plan_with_http_info(id, investor_id, opts = {}) ⇒ Array<(V1EntitiesDealsPriceDetails, Integer, Hash)>

Get investor incentive plan by investor id Gets a single investor incentive plan by the investor id.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesDealsPriceDetails, Integer, Hash)>)

    V1EntitiesDealsPriceDetails data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 711

def get_incentive_plan_with_http_info(id, investor_id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.get_incentive_plan ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.get_incentive_plan"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.get_incentive_plan"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/incentive_plan'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesDealsPriceDetails'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.get_incentive_plan",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#get_incentive_plan\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_investor(id, investor_id, opts = {}) ⇒ V1EntitiesInvestor

Get a deal investor by id Gets a single investor by the id.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 769

def get_investor(id, investor_id, opts = {})
  data, _status_code, _headers = get_investor_with_http_info(id, investor_id, opts)
  data
end

Get OTP access link for deal investor The access link for the investor. This is the access link for the specific investment, not the user. If the same user has multiple investments, each one will have a different access link. Please note that this access link expires every hour. In order to redirect the investor into their authentication screen, use the app.dealmaker.tech/deals/{deal_id}/investors/{investor_id}/otp_access url.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 838

def get_investor_otp_link(id, investor_id, opts = {})
  data, _status_code, _headers = get_investor_otp_link_with_http_info(id, investor_id, opts)
  data
end

Get OTP access link for deal investor The access link for the investor. This is the access link for the specific investment, not the user. If the same user has multiple investments, each one will have a different access link. Please note that this access link expires every hour. In order to redirect the investor into their authentication screen, use the app.dealmaker.tech/deals/{deal_id}/investors/{investor_id}/otp_access url.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 849

def get_investor_otp_link_with_http_info(id, investor_id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.get_investor_otp_link ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.get_investor_otp_link"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.get_investor_otp_link"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/otp_access_link'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestorOtpAccessLink'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.get_investor_otp_link",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#get_investor_otp_link\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_investor_with_http_info(id, investor_id, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Get a deal investor by id Gets a single investor by the id.

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 780

def get_investor_with_http_info(id, investor_id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.get_investor ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.get_investor"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.get_investor"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.get_investor",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#get_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#list_investors(id, opts = {}) ⇒ V1EntitiesInvestors

List deal investors List deal investors according to the specified search criteria.

Parameters:

  • id (Integer)

    The deal id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Options Hash (opts):

  • :page (Integer)

    Page offset to fetch. (default to 1)

  • :per_page (Integer)

    Number of results to return per page. (default to 25)

  • :offset (Integer)

    Pad a number of results. (default to 0)

  • :investor_ids (Array<Integer>)

    An array of investor ids.

  • :q (String)

    The search query for investors. For additional information on filtering and seach, click [here](#section/Search-and-Filtering-(The-q-parameter)/Keyword-filtering)

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 911

def list_investors(id, opts = {})
  data, _status_code, _headers = list_investors_with_http_info(id, opts)
  data
end

#list_investors_with_http_info(id, opts = {}) ⇒ Array<(V1EntitiesInvestors, Integer, Hash)>

List deal investors List deal investors according to the specified search criteria.

Parameters:

  • id (Integer)

    The deal id.

  • opts (Hash) (defaults to: {})

    the optional parameters

Options Hash (opts):

  • :page (Integer)

    Page offset to fetch. (default to 1)

  • :per_page (Integer)

    Number of results to return per page. (default to 25)

  • :offset (Integer)

    Pad a number of results. (default to 0)

  • :investor_ids (Array<Integer>)

    An array of investor ids.

  • :q (String)

    The search query for investors. For additional information on filtering and seach, click [here](#section/Search-and-Filtering-(The-q-parameter)/Keyword-filtering)

Returns:

  • (Array<(V1EntitiesInvestors, Integer, Hash)>)

    V1EntitiesInvestors data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 926

def list_investors_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.list_investors ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.list_investors"
  end
  # resource path
  local_var_path = '/deals/{id}/investors'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}
  query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
  query_params[:'per_page'] = opts[:'per_page'] if !opts[:'per_page'].nil?
  query_params[:'offset'] = opts[:'offset'] if !opts[:'offset'].nil?
  query_params[:'investor_ids'] = @api_client.build_collection_param(opts[:'investor_ids'], :csv) if !opts[:'investor_ids'].nil?
  query_params[:'q'] = opts[:'q'] if !opts[:'q'].nil?

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestors'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.list_investors",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#list_investors\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#patch_investor(id, investor_id, patch_investor_request, opts = {}) ⇒ V1EntitiesInvestor

Patch a deal investor Patch deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • patch_investor_request (PatchInvestorRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 986

def patch_investor(id, investor_id, patch_investor_request, opts = {})
  data, _status_code, _headers = patch_investor_with_http_info(id, investor_id, patch_investor_request, opts)
  data
end

#patch_investor_with_http_info(id, investor_id, patch_investor_request, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Patch a deal investor Patch deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • patch_investor_request (PatchInvestorRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 998

def patch_investor_with_http_info(id, investor_id, patch_investor_request, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.patch_investor ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.patch_investor"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.patch_investor"
  end
  # verify the required parameter 'patch_investor_request' is set
  if @api_client.config.client_side_validation && patch_investor_request.nil?
    fail ArgumentError, "Missing the required parameter 'patch_investor_request' when calling InvestorApi.patch_investor"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(patch_investor_request)

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.patch_investor",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:PATCH, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#patch_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#request_new_document(id, investor_id, search_entity_id, request_new_document_request, opts = {}) ⇒ nil

Request new document for a specific entity Request new document to entity

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • search_entity_id (Integer)
  • request_new_document_request (RequestNewDocumentRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (nil)


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# File 'lib/DealMakerAPI/api/investor_api.rb', line 1067

def request_new_document(id, investor_id, search_entity_id, request_new_document_request, opts = {})
  request_new_document_with_http_info(id, investor_id, search_entity_id, request_new_document_request, opts)
  nil
end

#request_new_document_with_http_info(id, investor_id, search_entity_id, request_new_document_request, opts = {}) ⇒ Array<(nil, Integer, Hash)>

Request new document for a specific entity Request new document to entity

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • search_entity_id (Integer)
  • request_new_document_request (RequestNewDocumentRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(nil, Integer, Hash)>)

    nil, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 1080

def request_new_document_with_http_info(id, investor_id, search_entity_id, request_new_document_request, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.request_new_document ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.request_new_document"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.request_new_document"
  end
  # verify the required parameter 'search_entity_id' is set
  if @api_client.config.client_side_validation && search_entity_id.nil?
    fail ArgumentError, "Missing the required parameter 'search_entity_id' when calling InvestorApi.request_new_document"
  end
  # verify the required parameter 'request_new_document_request' is set
  if @api_client.config.client_side_validation && request_new_document_request.nil?
    fail ArgumentError, "Missing the required parameter 'request_new_document_request' when calling InvestorApi.request_new_document"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/background_checks/{search_entity_id}/send_review'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s)).sub('{' + 'search_entity_id' + '}', CGI.escape(search_entity_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(request_new_document_request)

  # return_type
  return_type = opts[:debug_return_type]

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.request_new_document",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#request_new_document\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#run_background_search(id, investor_id, run_background_search_request, opts = {}) ⇒ nil

Run Alloy background search for the investor Run Alloy background search for the investor

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • run_background_search_request (RunBackgroundSearchRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (nil)


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# File 'lib/DealMakerAPI/api/investor_api.rb', line 1150

def run_background_search(id, investor_id, run_background_search_request, opts = {})
  run_background_search_with_http_info(id, investor_id, run_background_search_request, opts)
  nil
end

#run_background_search_with_http_info(id, investor_id, run_background_search_request, opts = {}) ⇒ Array<(nil, Integer, Hash)>

Run Alloy background search for the investor Run Alloy background search for the investor

Parameters:

  • id (Integer)
  • investor_id (Integer)
  • run_background_search_request (RunBackgroundSearchRequest)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(nil, Integer, Hash)>)

    nil, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 1162

def run_background_search_with_http_info(id, investor_id, run_background_search_request, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.run_background_search ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.run_background_search"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.run_background_search"
  end
  # verify the required parameter 'run_background_search_request' is set
  if @api_client.config.client_side_validation && run_background_search_request.nil?
    fail ArgumentError, "Missing the required parameter 'run_background_search_request' when calling InvestorApi.run_background_search"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}/background_checks/run'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(run_background_search_request)

  # return_type
  return_type = opts[:debug_return_type]

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.run_background_search",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:POST, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#run_background_search\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#update_investor(id, investor_id, deals_id_investors, opts = {}) ⇒ V1EntitiesInvestor

Update a deal investor Update deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • deals_id_investors (PutDealsIdInvestors)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 1228

def update_investor(id, investor_id, deals_id_investors, opts = {})
  data, _status_code, _headers = update_investor_with_http_info(id, investor_id, deals_id_investors, opts)
  data
end

#update_investor_with_http_info(id, investor_id, deals_id_investors, opts = {}) ⇒ Array<(V1EntitiesInvestor, Integer, Hash)>

Update a deal investor Update deal investor

Parameters:

  • id (Integer)

    The deal id.

  • investor_id (Integer)

    The investor id.

  • deals_id_investors (PutDealsIdInvestors)
  • opts (Hash) (defaults to: {})

    the optional parameters

Returns:

  • (Array<(V1EntitiesInvestor, Integer, Hash)>)

    V1EntitiesInvestor data, response status code and response headers



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# File 'lib/DealMakerAPI/api/investor_api.rb', line 1240

def update_investor_with_http_info(id, investor_id, deals_id_investors, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: InvestorApi.update_investor ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling InvestorApi.update_investor"
  end
  # verify the required parameter 'investor_id' is set
  if @api_client.config.client_side_validation && investor_id.nil?
    fail ArgumentError, "Missing the required parameter 'investor_id' when calling InvestorApi.update_investor"
  end
  # verify the required parameter 'deals_id_investors' is set
  if @api_client.config.client_side_validation && deals_id_investors.nil?
    fail ArgumentError, "Missing the required parameter 'deals_id_investors' when calling InvestorApi.update_investor"
  end
  # resource path
  local_var_path = '/deals/{id}/investors/{investor_id}'.sub('{' + 'id' + '}', CGI.escape(id.to_s)).sub('{' + 'investor_id' + '}', CGI.escape(investor_id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])
  # HTTP header 'Content-Type'
  content_type = @api_client.select_header_content_type(['application/json'])
  if !content_type.nil?
      header_params['Content-Type'] = content_type
  end

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body] || @api_client.object_to_http_body(deals_id_investors)

  # return_type
  return_type = opts[:debug_return_type] || 'V1EntitiesInvestor'

  # auth_names
  auth_names = opts[:debug_auth_names] || []

  new_options = opts.merge(
    :operation => :"InvestorApi.update_investor",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:PUT, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: InvestorApi#update_investor\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end