OFXBatch Component

Properties   Methods   Events   Config Settings   Errors  

Enables sending of multiple requests to an OFX server through a single connection.

Syntax

TiboOFXBatch

Remarks

The OFXBatch component allows your application to download account information, bank, credit card, investment, loan statements, make intrabank and/or interbank transfers, and/or download your FI profile in one single request submitted to the FI's OFX server. This component provides for applying a single authentication context to multiple requests in order to reduce the overhead of user authentication.

All downloads are batched into a single secure HTTPS connection to the financial institution. To use the OFXBatch component first identify the financial institution by setting the FIId, FIOrganization and FIUrl,properties. Next identify the OFX user and application by setting the OFXUser, OFXPassword, OFXAppId and OFXAppVersion properties. The same signon information will be used for the entire batch.

To build the request, depending on each request type, the corresponding IPWorks OFX components should be used. So, if account information, bank, credit card, investment, loan statement, bank transfer, and FI profile are part of this multiple request, then instances of Account, BankStatement, CCStatement, InvStatement, LoanStatement, BankTransfer, and FIProfile (corresponding to the each request type) should be used. The individual components that generate the OFX request aggregate will not need the sign on data to generate their request.

Set properties of each corresponding component (excluding the SignOn part which is already set), as you would do when using these components to send single requests to the server. Please refer to each component help files for details on how to build each individual OFX request .

Once you have finished setting the properties that describe each individual request, set the OFXBatchItemRequest in OFXBatch to the OFXRequest of each corresponding component. For example:

OFXBatch.OFXBatchItems[0].Request = BankStatement.OFXRequest; OFXBatch.OFXBatchItems[1].Request = CCStatement.OFXRequest; OFXBatch.OFXBatchItems[2].Request = FIProfile.OFXRequest;

Then, use the PostRequest method to build and transmit the request automatically.

Message sets will/must appear in the following order in the request: Signon, Signup, Bank statement, Intrabank funds transfers, Credit card statements, Loan statements, Investment statements, Interbank funds transfers, and FI Profile, regardless of their order while populating the OFXBatchItems. In the server response, the message sets will be returned in the server response in the same order.

Upon successful response, the OFXBatchItemResponse array property will be populated automatically, which will contain several blocks of information consisting of a server response for each request. To parse this response, the OFXBatchItemResponse at the same index should be passed as OFXResponse of the corresponding component using the same order as submitted in the request.

BankStatement.OFXResponse = OFXBatch.OFXBatchItems[0].Response; CCStatement.OFXResponse = OFXBatch.OFXBatchItems[1].Response; FIProfile.OFXResponse = OFXBatch.OFXBatchItems[2].Response;

Properties of each component are now populated and ready for retrieval.

Note: If signon data is different across components, then they cannot be used in the same batch, otherwise an error will be thrown.

Property List

The following is the full list of the properties of the component with short descriptions. Click on the links for further details.

Method List

The following is the full list of the methods of the component with short descriptions. Click on the links for further details.

Event List

The following is the full list of the events fired by the component with short descriptions. Click on the links for further details.

Config Settings

The following is a list of config settings for the component with short descriptions. Click on the links for further details.

FIId Property (OFXBatch Component)

Financial institution identifier.

Syntax

__property String FIId = { read=FFIId, write=FSetFIId };

Default Value

""

Remarks

FIId holds the identifier of the OFX Financial Institution and is used during signon. This value is unique for each organization name.

Data Type

String

FIOrganization Property (OFXBatch Component)

Financial institution organization name.

Syntax

__property String FIOrganization = { read=FFIOrganization, write=FSetFIOrganization };

Default Value

""

Remarks

This is the name of the OFX Financial Institution and is used during signon. Each organization has a unique FIId that must also be used at signon.

Data Type

String

FirewallAutoDetect Property (OFXBatch Component)

This property tells the component whether or not to automatically detect and use firewall system settings, if available.

Syntax

__property bool FirewallAutoDetect = { read=FFirewallAutoDetect, write=FSetFirewallAutoDetect };

Default Value

False

Remarks

This property tells the component whether or not to automatically detect and use firewall system settings, if available.

Data Type

Boolean

FirewallType Property (OFXBatch Component)

This property determines the type of firewall to connect through.

Syntax

__property TiboOFXBatchFirewallTypes FirewallType = { read=FFirewallType, write=FSetFirewallType };

enum TiboOFXBatchFirewallTypes {
  fwNone=0,
  fwTunnel=1,
  fwSOCKS4=2,
  fwSOCKS5=3,
  fwSOCKS4A=10
};

Default Value

fwNone

Remarks

This property determines the type of firewall to connect through. The applicable values are as follows:

Data Type

Integer

FirewallHost Property (OFXBatch Component)

This property contains the name or IP address of firewall (optional).

Syntax

__property String FirewallHost = { read=FFirewallHost, write=FSetFirewallHost };

Default Value

""

Remarks

This property contains the name or IP address of firewall (optional). If a FirewallHost is given, the requested connections will be authenticated through the specified firewall when connecting.

If this property is set to a Domain Name, a DNS request is initiated. Upon successful termination of the request, this property is set to the corresponding address. If the search is not successful, the component raises an exception.

Data Type

String

FirewallPassword Property (OFXBatch Component)

This property contains a password if authentication is to be used when connecting through the firewall.

Syntax

__property String FirewallPassword = { read=FFirewallPassword, write=FSetFirewallPassword };

Default Value

""

Remarks

This property contains a password if authentication is to be used when connecting through the firewall. If FirewallHost is specified, the FirewallUser and FirewallPassword properties are used to connect and authenticate to the given firewall. If the authentication fails, the component raises an exception.

Data Type

String

FirewallPort Property (OFXBatch Component)

This property contains the transmission control protocol (TCP) port for the firewall Host .

Syntax

__property int FirewallPort = { read=FFirewallPort, write=FSetFirewallPort };

Default Value

0

Remarks

This property contains the transmission control protocol (TCP) port for the firewall FirewallHost. See the description of the FirewallHost property for details.

Note: This property is set automatically when FirewallType is set to a valid value. See the description of the FirewallType property for details.

Data Type

Integer

FirewallUser Property (OFXBatch Component)

This property contains a user name if authentication is to be used connecting through a firewall.

Syntax

__property String FirewallUser = { read=FFirewallUser, write=FSetFirewallUser };

Default Value

""

Remarks

This property contains a user name if authentication is to be used connecting through a firewall. If the FirewallHost is specified, this property and FirewallPassword properties are used to connect and authenticate to the given Firewall. If the authentication fails, the component raises an exception.

Data Type

String

FIUrl Property (OFXBatch Component)

Financial institution URL.

Syntax

__property String FIUrl = { read=FFIUrl, write=FSetFIUrl };

Default Value

""

Remarks

This is the URL of the OFX Financial Institution to which the component will signon and fetch data.

Data Type

String

OFXAppId Property (OFXBatch Component)

OFX application identifier.

Syntax

__property String OFXAppId = { read=FOFXAppId, write=FSetOFXAppId };

Default Value

""

Remarks

This is the unique identifier of the user's OFX application.

Data Type

String

OFXAppVersion Property (OFXBatch Component)

OFX application version.

Syntax

__property String OFXAppVersion = { read=FOFXAppVersion, write=FSetOFXAppVersion };

Default Value

""

Remarks

This is the version of the user's OFX application.

Data Type

String

OFXBatchItemCount Property (OFXBatch Component)

The number of records in the OFXBatchItem arrays.

Syntax

__property int OFXBatchItemCount = { read=FOFXBatchItemCount, write=FSetOFXBatchItemCount };

Default Value

0

Remarks

This property controls the size of the following arrays:

• OFXBatchItemRequest
• OFXBatchItemRequestType
• OFXBatchItemRequestUID
• OFXBatchItemResponse

The array indices start at 0 and end at OFXBatchItemCount - 1.

This property is not available at design time.

Data Type

Integer

OFXBatchItemRequest Property (OFXBatch Component)

OFX request aggregate.

Syntax

__property String OFXBatchItemRequest[int OFXBatchItemIndex] = { read=FOFXBatchItemRequest, write=FSetOFXBatchItemRequest };

Default Value

""

Remarks

OFX request aggregate. The OFXBatchItemRequest is obtained by setting it to a OFXRequest aggregate of a component that corresponds to that request type. For example:

OFXBatch.OFXBatchItemCount = 3; OFXBatch.OFXBathcItems[0].Request = BankStatement.OFXRequest; OFXBatch.OFXBathcItems[1].Request = CCStatement.OFXRequest; OFXBatch.OFXBathcItems[2].Request = FIProfile.OFXRequest;

Message sets will/must appear in the following order in the batch request sent to the server: Signon, Signup, Bank statement, Intrabank funds transfers, Credit card statements, Loan statements, Investment statements, Interbank funds transfers, and FI Profile, regardless of their order while populating the OFXBatchItems. In the server response, the message sets will be returned in the server response in the same order.

The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.

This property is not available at design time.

Data Type

String

OFXBatchItemRequestType Property (OFXBatch Component)

The type of OFX request included in the batch.

Syntax

__property String OFXBatchItemRequestType[int OFXBatchItemIndex] = { read=FOFXBatchItemRequestType };

Default Value

""

Remarks

The type of OFX request included in the batch. Request types supported by OFXBatch component are: Account Info, Bank, Credit Card, Loan, and Investment statement download, Intrabank and Interbank Transfer, Bill Pay, and FI Profile. The support for these requests depend whether the FI OFX server supports that request type and whether they allow it to be part of a batch request.

Possible values and their meanings are as follows:

The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.

This property is read-only and not available at design time.

Data Type

String

OFXBatchItemRequestUID Property (OFXBatch Component)

The current batch item's unique transaction ID.

Syntax

__property String OFXBatchItemRequestUID[int OFXBatchItemIndex] = { read=FOFXBatchItemRequestUID };

Default Value

""

Remarks

The current batch item's unique transaction ID.

The value in OFXBatchItemResponse is parsed out of the server's response to the batch and matched to the appropriate original OFXBatchItemRequest using by matching the response UID to the OFXBatchItemRequestUID.

The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.

This property is read-only and not available at design time.

Data Type

String

OFXBatchItemResponse Property (OFXBatch Component)

The OFX response aggregate.

Syntax

__property String OFXBatchItemResponse[int OFXBatchItemIndex] = { read=FOFXBatchItemResponse, write=FSetOFXBatchItemResponse };

Default Value

""

Remarks

The OFX response aggregate. This string represents the OFX response aggregate for the current OFXBatchItemRequest. When the OFXBatch is posted, the OFXBatchItemResponse property will be populated automatically with the server's response to the OFXBatchItemRequest.

For example, if the batch request consisted of BankStatement, CCStatement and FIProfile, such as:

OFXBatch.OFXBatchItemCount = 3; OFXBatch.OFXBatchItems[0].Request = BankStatement.OFXRequest; OFXBatch.OFXBatchItems[1].Request = CCStatement.OFXRequest; OFXBatch.OFXBatchItems[2].Request = FIProfile.OFXRequest;

Upon successful server response, the OFXResponse aggregate of the corresponding component should be set (in the same order as they were included in the batch request), for example:

BankStatement.OFXResponse = OFXBatch.OFXBatchItems[0].Response; CCStatement.OFXResponse = OFXBatch.OFXBatchItems[1].Response; FIProfile.OFXResponse = OFXBatch.OFXBatchItems[2].Response;

Properties of each component are now populated and ready for retrieval.

The OFXBatchItemIndex parameter specifies the index of the item in the array. The size of the array is controlled by the OFXBatchItemCount property.

This property is not available at design time.

Data Type

String

OFXPassword Property (OFXBatch Component)

User's password.

Syntax

__property String OFXPassword = { read=FOFXPassword, write=FSetOFXPassword };

Default Value

""

Remarks

This is the password used when signing on to the OFX Financial Institution's service.

Data Type

String

OFXUser Property (OFXBatch Component)

User's id.

Syntax

__property String OFXUser = { read=FOFXUser, write=FSetOFXUser };

Default Value

""

Remarks

This is the UserID used when signing on to the OFX Financial Institution's service.

Data Type

String

ProxyAuthScheme Property (OFXBatch Component)

This property is used to tell the component which type of authorization to perform when connecting to the proxy.

Syntax

__property TiboOFXBatchProxyAuthSchemes ProxyAuthScheme = { read=FProxyAuthScheme, write=FSetProxyAuthScheme };

enum TiboOFXBatchProxyAuthSchemes {
  authBasic=0,
  authDigest=1,
  authProprietary=2,
  authNone=3,
  authNtlm=4,
  authNegotiate=5
};

Default Value

authBasic

Remarks

This property is used to tell the component which type of authorization to perform when connecting to the proxy. This is used only when the ProxyUser and ProxyPassword properties are set.

ProxyAuthScheme should be set to authNone (3) when no authentication is expected.

By default, ProxyAuthScheme is authBasic (0), and if the ProxyUser and ProxyPassword properties are set, the component will attempt basic authentication.

If ProxyAuthScheme is set to authDigest (1), digest authentication will be attempted instead.

If ProxyAuthScheme is set to authProprietary (2), then the authorization token will not be generated by the component. Look at the configuration file for the component being used to find more information about manually setting this token.

If ProxyAuthScheme is set to authNtlm (4), NTLM authentication will be used.

For security reasons, setting this property will clear the values of ProxyUser and ProxyPassword.

Data Type

Integer

ProxyAutoDetect Property (OFXBatch Component)

This property tells the component whether or not to automatically detect and use proxy system settings, if available.

Syntax

__property bool ProxyAutoDetect = { read=FProxyAutoDetect, write=FSetProxyAutoDetect };

Default Value

False

Remarks

This property tells the component whether or not to automatically detect and use proxy system settings, if available. The default value is false.

Data Type

Boolean

ProxyPassword Property (OFXBatch Component)

This property contains a password if authentication is to be used for the proxy.

Syntax

__property String ProxyPassword = { read=FProxyPassword, write=FSetProxyPassword };

Default Value

""

Remarks

This property contains a password if authentication is to be used for the proxy.

If ProxyAuthScheme is set to Basic Authentication, the ProxyUser and ProxyPassword are Base64 encoded and the proxy authentication token will be generated in the form Basic [encoded-user-password].

If ProxyAuthScheme is set to Digest Authentication, the ProxyUser and ProxyPassword properties are used to respond to the Digest Authentication challenge from the server.

If ProxyAuthScheme is set to NTLM Authentication, the ProxyUser and ProxyPassword properties are used to authenticate through NTLM negotiation.

Data Type

String

ProxyPort Property (OFXBatch Component)

This property contains the Transmission Control Protocol (TCP) port for the proxy Server (default 80).

Syntax

__property int ProxyPort = { read=FProxyPort, write=FSetProxyPort };

Default Value

80

Remarks

This property contains the Transmission Control Protocol (TCP) port for the proxy ProxyServer (default 80). See the description of the ProxyServer property for details.

Data Type

Integer

ProxyServer Property (OFXBatch Component)

If a proxy Server is given, then the HTTP request is sent to the proxy instead of the server otherwise specified.

Syntax

__property String ProxyServer = { read=FProxyServer, write=FSetProxyServer };

Default Value

""

Remarks

If a proxy ProxyServer is given, then the HTTP request is sent to the proxy instead of the server otherwise specified.

If the ProxyServer property is set to a domain name, a DNS request is initiated. Upon successful termination of the request, the ProxyServer property is set to the corresponding address. If the search is not successful, an error is returned.

Data Type

String

ProxySSL Property (OFXBatch Component)

This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy.

Syntax

__property TiboOFXBatchProxySSLs ProxySSL = { read=FProxySSL, write=FSetProxySSL };

enum TiboOFXBatchProxySSLs {
  psAutomatic=0,
  psAlways=1,
  psNever=2,
  psTunnel=3
};

Default Value

psAutomatic

Remarks

This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy. The applicable values are as follows:

Data Type

Integer

ProxyUser Property (OFXBatch Component)

This property contains a user name, if authentication is to be used for the proxy.

Syntax

__property String ProxyUser = { read=FProxyUser, write=FSetProxyUser };

Default Value

""

Remarks

This property contains a user name, if authentication is to be used for the proxy.

If ProxyAuthScheme is set to Basic Authentication, the ProxyUser and ProxyPassword are Base64 encoded and the proxy authentication token will be generated in the form Basic [encoded-user-password].

If ProxyAuthScheme is set to Digest Authentication, the ProxyUser and ProxyPassword properties are used to respond to the Digest Authentication challenge from the server.

If ProxyAuthScheme is set to NTLM Authentication, the ProxyUser and ProxyPassword properties are used to authenticate through NTLM negotiation.

Data Type

String

SSLAcceptServerCertEncoded Property (OFXBatch Component)

This is the certificate (PEM/base64 encoded).

Syntax

__property String SSLAcceptServerCertEncoded = { read=FSSLAcceptServerCertEncoded, write=FSetSSLAcceptServerCertEncoded };
__property DynamicArray<Byte> SSLAcceptServerCertEncodedB = { read=FSSLAcceptServerCertEncodedB, write=FSetSSLAcceptServerCertEncodedB };

Default Value

""

Remarks

This is the certificate (PEM/base64 encoded). This property is used to assign a specific certificate. The SSLAcceptServerCertStore and SSLAcceptServerCertSubject properties also may be used to specify a certificate.

When SSLAcceptServerCertEncoded is set, a search is initiated in the current SSLAcceptServerCertStore for the private key of the certificate. If the key is found, SSLAcceptServerCertSubject is updated to reflect the full subject of the selected certificate; otherwise, SSLAcceptServerCertSubject is set to an empty string.

This property is not available at design time.

Data Type

Byte Array

SSLCertEncoded Property (OFXBatch Component)

This is the certificate (PEM/base64 encoded).

Syntax

__property String SSLCertEncoded = { read=FSSLCertEncoded, write=FSetSSLCertEncoded };
__property DynamicArray<Byte> SSLCertEncodedB = { read=FSSLCertEncodedB, write=FSetSSLCertEncodedB };

Default Value

""

Remarks

This is the certificate (PEM/base64 encoded). This property is used to assign a specific certificate. The SSLCertStore and SSLCertSubject properties also may be used to specify a certificate.

When SSLCertEncoded is set, a search is initiated in the current SSLCertStore for the private key of the certificate. If the key is found, SSLCertSubject is updated to reflect the full subject of the selected certificate; otherwise, SSLCertSubject is set to an empty string.

This property is not available at design time.

Data Type

Byte Array

SSLCertStore Property (OFXBatch Component)

This is the name of the certificate store for the client certificate.

Syntax

__property String SSLCertStore = { read=FSSLCertStore, write=FSetSSLCertStore };
__property DynamicArray<Byte> SSLCertStoreB = { read=FSSLCertStoreB, write=FSetSSLCertStoreB };

Default Value

"MY"

Remarks

This is the name of the certificate store for the client certificate.

The SSLCertStoreType property denotes the type of the certificate store specified by SSLCertStore. If the store is password protected, specify the password in SSLCertStorePassword.

SSLCertStore is used in conjunction with the SSLCertSubject property to specify client certificates. If SSLCertStore has a value, and SSLCertSubject or SSLCertEncoded is set, a search for a certificate is initiated. Please see the SSLCertSubject property for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

Data Type

Byte Array

SSLCertStorePassword Property (OFXBatch Component)

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

Syntax

__property String SSLCertStorePassword = { read=FSSLCertStorePassword, write=FSetSSLCertStorePassword };

Default Value

""

Remarks

If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.

Data Type

String

SSLCertStoreType Property (OFXBatch Component)

This is the type of certificate store for this certificate.

Syntax

__property TiboOFXBatchSSLCertStoreTypes SSLCertStoreType = { read=FSSLCertStoreType, write=FSetSSLCertStoreType };

enum TiboOFXBatchSSLCertStoreTypes {
  cstUser=0,
  cstMachine=1,
  cstPFXFile=2,
  cstPFXBlob=3,
  cstJKSFile=4,
  cstJKSBlob=5,
  cstPEMKeyFile=6,
  cstPEMKeyBlob=7,
  cstPublicKeyFile=8,
  cstPublicKeyBlob=9,
  cstSSHPublicKeyBlob=10,
  cstP7BFile=11,
  cstP7BBlob=12,
  cstSSHPublicKeyFile=13,
  cstPPKFile=14,
  cstPPKBlob=15,
  cstXMLFile=16,
  cstXMLBlob=17,
  cstJWKFile=18,
  cstJWKBlob=19,
  cstSecurityKey=20,
  cstBCFKSFile=21,
  cstBCFKSBlob=22,
  cstPKCS11=23,
  cstAuto=99
};

Default Value

cstUser

Remarks

This is the type of certificate store for this certificate.

The component supports both public and private keys in a variety of formats. When the cstAuto value is used the component will automatically determine the type. This property can take one of the following values:

Data Type

Integer

SSLCertSubject Property (OFXBatch Component)

This is the subject of the certificate used for client authentication.

Syntax

__property String SSLCertSubject = { read=FSSLCertSubject, write=FSetSSLCertSubject };

Default Value

""

Remarks

This is the subject of the certificate used for client authentication.

This property must be set after all other certificate properites are set. When this property is set, a search is performed in the current certificate store certificate with matching subject.

If a matching certificate is found, the property is set to the full subject of the matching certificate.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks a random certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, E=support@nsoftware.com". Common fields and their meanings are displayed below.

If a field value contains a comma it must be quoted.

Data Type

String

SSLProvider Property (OFXBatch Component)

This specifies the SSL/TLS implementation to use.

Syntax

__property TiboOFXBatchSSLProviders SSLProvider = { read=FSSLProvider, write=FSetSSLProvider };

enum TiboOFXBatchSSLProviders {
  sslpAutomatic=0,
  sslpPlatform=1,
  sslpInternal=2
};

Default Value

sslpAutomatic

Remarks

This property specifies the SSL/TLS implementation to use. In most cases the default value of 0 (Automatic) is recommended and should not be changed. When set to 0 (Automatic) the component will select whether to use the platform implementation or the internal implementation depending on the operating system as well as the TLS version being used.

Possible values are:

Additional Notes

In most cases using the default value (Automatic) is recommended. The component will select a provider depending on the current platform.

When Automatic is selected the platform implementation is used by default. When TLS 1.3 is enabled via SSLEnabledProtocols the internal implementation is used.

Data Type

Integer

SSLServerCertEncoded Property (OFXBatch Component)

This is the certificate (PEM/base64 encoded).

Syntax

__property String SSLServerCertEncoded = { read=FSSLServerCertEncoded };
__property DynamicArray<Byte> SSLServerCertEncodedB = { read=FSSLServerCertEncodedB };

Default Value

""

Remarks

This is the certificate (PEM/base64 encoded). This property is used to assign a specific certificate. The SSLServerCertStore and SSLServerCertSubject properties also may be used to specify a certificate.

When SSLServerCertEncoded is set, a search is initiated in the current SSLServerCertStore for the private key of the certificate. If the key is found, SSLServerCertSubject is updated to reflect the full subject of the selected certificate; otherwise, SSLServerCertSubject is set to an empty string.

This property is read-only and not available at design time.

Data Type

Byte Array

Timeout Property (OFXBatch Component)

A timeout for the component.

Syntax

__property int Timeout = { read=FTimeout, write=FSetTimeout };

Default Value

60

Remarks

If the Timeout property is set to 0, all operations will run uninterrupted until successful completion or an error condition is encountered.

If Timeout is set to a positive value, the component will wait for the operation to complete before returning control.

The component will use DoEvents to enter an efficient wait loop during any potential waiting period, making sure that all system events are processed immediately as they arrive. This ensures that the host application does not "freeze" and remains responsive.

If Timeout expires, and the operation is not yet complete, the component raises an exception.

Please note that by default, all timeouts are inactivity timeouts, i.e. the timeout period is extended by Timeout seconds when any amount of data is successfully sent or received.

The default value for the Timeout property is 60 seconds.

Data Type

Integer

Config Method (OFXBatch Component)

Sets or retrieves a configuration setting.

Syntax

String __fastcall Config(String ConfigurationString);

Remarks

Config is a generic method available in every component. It is used to set and retrieve configuration settings for the component.

These settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the component, access to these internal properties is provided through the Config method.

To set a configuration setting named PROPERTY, you must call Config("PROPERTY=VALUE"), where VALUE is the value of the setting expressed as a string. For boolean values, use the strings "True", "False", "0", "1", "Yes", or "No" (case does not matter).

To read (query) the value of a configuration setting, you must call Config("PROPERTY"). The value will be returned as a string.

PostRequest Method (OFXBatch Component)

Submits a batch of requests to an OFX server through a single connection.

Syntax

void __fastcall PostRequest();

Remarks

This function generates the Signon and multiple requests page, submits it to the financial institution via secure HTTPS Post, and receives the multiple responses stored in OFXBatchItems property.

To create the batch of requests, first you will to create instances of the corresponding components to request type such as BankStatement, CCStatement, InvStatement, or FIProfile. Then, build the OFX request for each component used.

Finally, set the OFXBatchItemRequest array property to each OFXRequest of the corresponding component.

When PostRequest is called, the server response will be returned in OFXBatchItemResponse array property, ready to be retrieved by each individual component.

ReadOFXDataFile Method (OFXBatch Component)

Reads an OFX response from a file.

Syntax

void __fastcall ReadOFXDataFile(String FileName);

Remarks

This method reads a previously recorded OFX response from a file, including HTTP and OFX headers.

The following read-only properties are populated as a result of parsing the data file:

Reset Method (OFXBatch Component)

Reset the internal state of the component and all properties to their default values.

Syntax

void __fastcall Reset();

Remarks

The Reset method does not have any parameters and does not return any value.

WriteOFXDataFile Method (OFXBatch Component)

Writes the OFX response sent by the server to a file.

Syntax

void __fastcall WriteOFXDataFile(String FileName);

Remarks

This method records the entire OFX response, including HTTP and OFX headers to a file. This file can later be read and parsed by the ReadOFXDataFile method as though it were a live response.

ConnectionStatus Event (OFXBatch Component)

This event is fired to indicate changes in the connection state.

Syntax

typedef struct {
  String ConnectionEvent;
  int StatusCode;
  String Description;
} TiboOFXBatchConnectionStatusEventParams;
typedef void __fastcall (__closure *TiboOFXBatchConnectionStatusEvent)(System::TObject* Sender, TiboOFXBatchConnectionStatusEventParams *e);
__property TiboOFXBatchConnectionStatusEvent OnConnectionStatus = { read=FOnConnectionStatus, write=FOnConnectionStatus };

Remarks

The ConnectionStatus event is fired when the connection state changes: for example, completion of a firewall or proxy connection or completion of a security handshake.

The ConnectionEvent parameter indicates the type of connection event. Values may include the following:

StatusCode has the error code returned by the Transmission Control Protocol (TCP)/IP stack. Description contains a description of this code. The value of StatusCode is equal to the value of the error.

Error Event (OFXBatch Component)

Information about errors during data delivery.

Syntax

typedef struct {
  int ErrorCode;
  String Description;
} TiboOFXBatchErrorEventParams;
typedef void __fastcall (__closure *TiboOFXBatchErrorEvent)(System::TObject* Sender, TiboOFXBatchErrorEventParams *e);
__property TiboOFXBatchErrorEvent OnError = { read=FOnError, write=FOnError };

Remarks

The Error event is fired in case of exceptional conditions during message processing. Normally the component raises an exception.

ErrorCode contains an error code and Description contains a textual description of the error. For a list of valid error codes and their descriptions, please refer to the Error Codes section.

SSLServerAuthentication Event (OFXBatch Component)

Fired after the server presents its certificate to the client.

Syntax

typedef struct {
  String CertEncoded;
  DynamicArray<Byte> CertEncodedB;
  String CertSubject;
  String CertIssuer;
  String Status;
  bool Accept;
} TiboOFXBatchSSLServerAuthenticationEventParams;
typedef void __fastcall (__closure *TiboOFXBatchSSLServerAuthenticationEvent)(System::TObject* Sender, TiboOFXBatchSSLServerAuthenticationEventParams *e);
__property TiboOFXBatchSSLServerAuthenticationEvent OnSSLServerAuthentication = { read=FOnSSLServerAuthentication, write=FOnSSLServerAuthentication };

Remarks

This event is where the client can decide whether to continue with the connection process or not. The Accept parameter is a recommendation on whether to continue or close the connection. This is just a suggestion: application software must use its own logic to determine whether to continue or not.

When Accept is False, Status shows why the verification failed (otherwise, Status contains the string "OK"). If it is decided to continue, you can override and accept the certificate by setting the Accept parameter to True.

SSLStatus Event (OFXBatch Component)

Shows the progress of the secure connection.

Syntax

typedef struct {
  String Message;
} TiboOFXBatchSSLStatusEventParams;
typedef void __fastcall (__closure *TiboOFXBatchSSLStatusEvent)(System::TObject* Sender, TiboOFXBatchSSLStatusEventParams *e);
__property TiboOFXBatchSSLStatusEvent OnSSLStatus = { read=FOnSSLStatus, write=FOnSSLStatus };

Remarks

The event is fired for informational and logging purposes only. Used to track the progress of the connection.

Config Settings (OFXBatch Component)

<?xml version="1.0" encoding="utf-8" standalone="yes" ?>
...

Trappable Errors (OFXBatch Component)

XML Errors

	101   Invalid attribute index.
	102   No attributes available.
	103   Invalid namespace index.
	104   No namespaces available.
	105   Invalid element index.
	106   No elements available.
	107   Attribute does not exist.
	201   Unbalanced element tag.
	202   Unknown element prefix (can't find namespace).
	203   Unknown attribute prefix (can't find namespace).
	204   Invalid XML markup.
	205   Invalid end state for parser.
	206   Document contains unbalanced elements.
	207   Invalid XPath.
	208   No such child.
	209   Top element does not match start of path.
	210   DOM tree unavailable (set BuildDOM to true and reparse).
	302   Can't open file.
	401   Invalid XML would be generated.
	402   An invalid XML name has been specified.