OFXBatch Class
Properties Methods Events Config Settings Errors
Enables sending of multiple requests to an OFX server through a single connection.
Syntax
OFXBatch
Remarks
The OFXBatch class 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 class 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 class 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 class 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 class 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 class with short descriptions. Click on the links for further details.
FIId | Financial institution identifier. |
FIOrganization | Financial institution organization name. |
FirewallAutoDetect | This property tells the class whether or not to automatically detect and use firewall system settings, if available. |
FirewallType | This property determines the type of firewall to connect through. |
FirewallHost | This property contains the name or IP address of firewall (optional). |
FirewallPassword | This property contains a password if authentication is to be used when connecting through the firewall. |
FirewallPort | This property contains the transmission control protocol (TCP) port for the firewall Host . |
FirewallUser | This property contains a user name if authentication is to be used connecting through a firewall. |
FIUrl | Financial institution URL. |
OFXAppId | OFX application identifier. |
OFXAppVersion | OFX application version. |
OFXBatchItemCount | The number of records in the OFXBatchItem arrays. |
OFXBatchItemRequest | OFX request aggregate. |
OFXBatchItemRequestType | The type of OFX request included in the batch. |
OFXBatchItemRequestUID | The current batch item's unique transaction ID. |
OFXBatchItemResponse | The OFX response aggregate. |
OFXPassword | User's password. |
OFXUser | User's id. |
ProxyAuthScheme | This property is used to tell the class which type of authorization to perform when connecting to the proxy. |
ProxyAutoDetect | This property tells the class whether or not to automatically detect and use proxy system settings, if available. |
ProxyPassword | This property contains a password if authentication is to be used for the proxy. |
ProxyPort | This property contains the Transmission Control Protocol (TCP) port for the proxy Server (default 80). |
ProxyServer | If a proxy Server is given, then the HTTP request is sent to the proxy instead of the server otherwise specified. |
ProxySSL | This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy. |
ProxyUser | This property contains a user name, if authentication is to be used for the proxy. |
SSLAcceptServerCertEncoded | This is the certificate (PEM/base64 encoded). |
SSLCertEncoded | This is the certificate (PEM/base64 encoded). |
SSLCertStore | This is the name of the certificate store for the client certificate. |
SSLCertStorePassword | If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store. |
SSLCertStoreType | This is the type of certificate store for this certificate. |
SSLCertSubject | This is the subject of the certificate used for client authentication. |
SSLProvider | This specifies the SSL/TLS implementation to use. |
SSLServerCertEncoded | This is the certificate (PEM/base64 encoded). |
Timeout | A timeout for the class. |
Method List
The following is the full list of the methods of the class with short descriptions. Click on the links for further details.
Config | Sets or retrieves a configuration setting. |
PostRequest | Submits a batch of requests to an OFX server through a single connection. |
ReadOFXDataFile | Reads an OFX response from a file. |
Reset | Reset the internal state of the class and all properties to their default values. |
WriteOFXDataFile | Writes the OFX response sent by the server to a file. |
Event List
The following is the full list of the events fired by the class with short descriptions. Click on the links for further details.
ConnectionStatus | This event is fired to indicate changes in the connection state. |
Error | Information about errors during data delivery. |
SSLServerAuthentication | Fired after the server presents its certificate to the client. |
SSLStatus | Shows the progress of the secure connection. |
Config Settings
The following is a list of config settings for the class with short descriptions. Click on the links for further details.
CacheContent | If true, the original XML is saved in a buffer. |
Charset | Specifies the charset used when encoding data. |
EOL | The characters to use for separating lines. |
ErrorOnEmptyAttr | If true, passing an invalid attribute to the Attr method will throw an exception. |
ExtraNameChars | Extra characters for the parser to consider as name characters. |
ExtraSpaceChars | Extra characters for the parser to consider as white space. |
FlushOnEOL | If set, the parser flushes its text buffer after every line of text. |
IgnoreBadAttributePrefixes | If true, bad (unknown) attribute prefixes are ignored. |
IgnoreBadElementPrefixes | If true, bad (unknown) element prefixes are ignored. |
IncludeElementPrefix | Whether to include the prefix in the element name. |
IncludeXMLDeclaration | Whether to include the XML declaration when writing XML. |
Indent | The characters to use for each indentation level. |
Offset | Current offset of the document being parsed. |
PreserveWhitespace | If true, leading and trailing whitespace in element text is preserved. |
QuoteChar | Quote character to use for attribute values. |
StringProcessingOptions | Defines options to use when processing string values. |
BuildInfo | Information about the product's build. |
CodePage | The system code page used for Unicode to Multibyte translations. |
LicenseInfo | Information about the current license. |
MaskSensitive | Whether sensitive data is masked in log messages. |
ProcessIdleEvents | Whether the class uses its internal event loop to process events when the main thread is idle. |
SelectWaitMillis | The length of time in milliseconds the class will wait when DoEvents is called if there are no events to process. |
UseInternalSecurityAPI | Tells the class whether or not to use the system security libraries or an internal implementation. |
FIId Property (OFXBatch Class)
Financial institution identifier.
Syntax
ANSI (Cross Platform) char* GetFIId();
int SetFIId(const char* lpszFIId); Unicode (Windows) LPWSTR GetFIId();
INT SetFIId(LPCWSTR lpszFIId);
char* inebank_ofxbatch_getfiid(void* lpObj);
int inebank_ofxbatch_setfiid(void* lpObj, const char* lpszFIId);
QString GetFIId();
int SetFIId(QString qsFIId);
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 Class)
Financial institution organization name.
Syntax
ANSI (Cross Platform) char* GetFIOrganization();
int SetFIOrganization(const char* lpszFIOrganization); Unicode (Windows) LPWSTR GetFIOrganization();
INT SetFIOrganization(LPCWSTR lpszFIOrganization);
char* inebank_ofxbatch_getfiorganization(void* lpObj);
int inebank_ofxbatch_setfiorganization(void* lpObj, const char* lpszFIOrganization);
QString GetFIOrganization();
int SetFIOrganization(QString qsFIOrganization);
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 Class)
This property tells the class whether or not to automatically detect and use firewall system settings, if available.
Syntax
ANSI (Cross Platform) int GetFirewallAutoDetect();
int SetFirewallAutoDetect(int bFirewallAutoDetect); Unicode (Windows) BOOL GetFirewallAutoDetect();
INT SetFirewallAutoDetect(BOOL bFirewallAutoDetect);
int inebank_ofxbatch_getfirewallautodetect(void* lpObj);
int inebank_ofxbatch_setfirewallautodetect(void* lpObj, int bFirewallAutoDetect);
bool GetFirewallAutoDetect();
int SetFirewallAutoDetect(bool bFirewallAutoDetect);
Default Value
FALSE
Remarks
This property tells the class whether or not to automatically detect and use firewall system settings, if available.
Data Type
Boolean
FirewallType Property (OFXBatch Class)
This property determines the type of firewall to connect through.
Syntax
ANSI (Cross Platform) int GetFirewallType();
int SetFirewallType(int iFirewallType); Unicode (Windows) INT GetFirewallType();
INT SetFirewallType(INT iFirewallType);
Possible Values
FW_NONE(0),
FW_TUNNEL(1),
FW_SOCKS4(2),
FW_SOCKS5(3),
FW_SOCKS4A(10)
int inebank_ofxbatch_getfirewalltype(void* lpObj);
int inebank_ofxbatch_setfirewalltype(void* lpObj, int iFirewallType);
int GetFirewallType();
int SetFirewallType(int iFirewallType);
Default Value
0
Remarks
This property determines the type of firewall to connect through. The applicable values are as follows:
fwNone (0) | No firewall (default setting). |
fwTunnel (1) | Connect through a tunneling proxy. FirewallPort is set to 80. |
fwSOCKS4 (2) | Connect through a SOCKS4 Proxy. FirewallPort is set to 1080. |
fwSOCKS5 (3) | Connect through a SOCKS5 Proxy. FirewallPort is set to 1080. |
fwSOCKS4A (10) | Connect through a SOCKS4A Proxy. FirewallPort is set to 1080. |
Data Type
Integer
FirewallHost Property (OFXBatch Class)
This property contains the name or IP address of firewall (optional).
Syntax
ANSI (Cross Platform) char* GetFirewallHost();
int SetFirewallHost(const char* lpszFirewallHost); Unicode (Windows) LPWSTR GetFirewallHost();
INT SetFirewallHost(LPCWSTR lpszFirewallHost);
char* inebank_ofxbatch_getfirewallhost(void* lpObj);
int inebank_ofxbatch_setfirewallhost(void* lpObj, const char* lpszFirewallHost);
QString GetFirewallHost();
int SetFirewallHost(QString qsFirewallHost);
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 class fails with an error.
Data Type
String
FirewallPassword Property (OFXBatch Class)
This property contains a password if authentication is to be used when connecting through the firewall.
Syntax
ANSI (Cross Platform) char* GetFirewallPassword();
int SetFirewallPassword(const char* lpszFirewallPassword); Unicode (Windows) LPWSTR GetFirewallPassword();
INT SetFirewallPassword(LPCWSTR lpszFirewallPassword);
char* inebank_ofxbatch_getfirewallpassword(void* lpObj);
int inebank_ofxbatch_setfirewallpassword(void* lpObj, const char* lpszFirewallPassword);
QString GetFirewallPassword();
int SetFirewallPassword(QString qsFirewallPassword);
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 class fails with an error.
Data Type
String
FirewallPort Property (OFXBatch Class)
This property contains the transmission control protocol (TCP) port for the firewall Host .
Syntax
ANSI (Cross Platform) int GetFirewallPort();
int SetFirewallPort(int iFirewallPort); Unicode (Windows) INT GetFirewallPort();
INT SetFirewallPort(INT iFirewallPort);
int inebank_ofxbatch_getfirewallport(void* lpObj);
int inebank_ofxbatch_setfirewallport(void* lpObj, int iFirewallPort);
int GetFirewallPort();
int SetFirewallPort(int iFirewallPort);
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 Class)
This property contains a user name if authentication is to be used connecting through a firewall.
Syntax
ANSI (Cross Platform) char* GetFirewallUser();
int SetFirewallUser(const char* lpszFirewallUser); Unicode (Windows) LPWSTR GetFirewallUser();
INT SetFirewallUser(LPCWSTR lpszFirewallUser);
char* inebank_ofxbatch_getfirewalluser(void* lpObj);
int inebank_ofxbatch_setfirewalluser(void* lpObj, const char* lpszFirewallUser);
QString GetFirewallUser();
int SetFirewallUser(QString qsFirewallUser);
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 class fails with an error.
Data Type
String
FIUrl Property (OFXBatch Class)
Financial institution URL.
Syntax
ANSI (Cross Platform) char* GetFIUrl();
int SetFIUrl(const char* lpszFIUrl); Unicode (Windows) LPWSTR GetFIUrl();
INT SetFIUrl(LPCWSTR lpszFIUrl);
char* inebank_ofxbatch_getfiurl(void* lpObj);
int inebank_ofxbatch_setfiurl(void* lpObj, const char* lpszFIUrl);
QString GetFIUrl();
int SetFIUrl(QString qsFIUrl);
Default Value
""
Remarks
This is the URL of the OFX Financial Institution to which the class will signon and fetch data.
Data Type
String
OFXAppId Property (OFXBatch Class)
OFX application identifier.
Syntax
ANSI (Cross Platform) char* GetOFXAppId();
int SetOFXAppId(const char* lpszOFXAppId); Unicode (Windows) LPWSTR GetOFXAppId();
INT SetOFXAppId(LPCWSTR lpszOFXAppId);
char* inebank_ofxbatch_getofxappid(void* lpObj);
int inebank_ofxbatch_setofxappid(void* lpObj, const char* lpszOFXAppId);
QString GetOFXAppId();
int SetOFXAppId(QString qsOFXAppId);
Default Value
""
Remarks
This is the unique identifier of the user's OFX application.
Data Type
String
OFXAppVersion Property (OFXBatch Class)
OFX application version.
Syntax
ANSI (Cross Platform) char* GetOFXAppVersion();
int SetOFXAppVersion(const char* lpszOFXAppVersion); Unicode (Windows) LPWSTR GetOFXAppVersion();
INT SetOFXAppVersion(LPCWSTR lpszOFXAppVersion);
char* inebank_ofxbatch_getofxappversion(void* lpObj);
int inebank_ofxbatch_setofxappversion(void* lpObj, const char* lpszOFXAppVersion);
QString GetOFXAppVersion();
int SetOFXAppVersion(QString qsOFXAppVersion);
Default Value
""
Remarks
This is the version of the user's OFX application.
Data Type
String
OFXBatchItemCount Property (OFXBatch Class)
The number of records in the OFXBatchItem arrays.
Syntax
ANSI (Cross Platform) int GetOFXBatchItemCount();
int SetOFXBatchItemCount(int iOFXBatchItemCount); Unicode (Windows) INT GetOFXBatchItemCount();
INT SetOFXBatchItemCount(INT iOFXBatchItemCount);
int inebank_ofxbatch_getofxbatchitemcount(void* lpObj);
int inebank_ofxbatch_setofxbatchitemcount(void* lpObj, int iOFXBatchItemCount);
int GetOFXBatchItemCount();
int SetOFXBatchItemCount(int iOFXBatchItemCount);
Default Value
0
Remarks
This property controls the size of the following arrays:
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 Class)
OFX request aggregate.
Syntax
ANSI (Cross Platform) char* GetOFXBatchItemRequest(int iOFXBatchItemIndex);
int SetOFXBatchItemRequest(int iOFXBatchItemIndex, const char* lpszOFXBatchItemRequest); Unicode (Windows) LPWSTR GetOFXBatchItemRequest(INT iOFXBatchItemIndex);
INT SetOFXBatchItemRequest(INT iOFXBatchItemIndex, LPCWSTR lpszOFXBatchItemRequest);
char* inebank_ofxbatch_getofxbatchitemrequest(void* lpObj, int ofxbatchitemindex);
int inebank_ofxbatch_setofxbatchitemrequest(void* lpObj, int ofxbatchitemindex, const char* lpszOFXBatchItemRequest);
QString GetOFXBatchItemRequest(int iOFXBatchItemIndex);
int SetOFXBatchItemRequest(int iOFXBatchItemIndex, QString qsOFXBatchItemRequest);
Default Value
""
Remarks
OFX request aggregate. The OFXBatchItemRequest is obtained by setting it to a OFXRequest aggregate of a class 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 Class)
The type of OFX request included in the batch.
Syntax
ANSI (Cross Platform) char* GetOFXBatchItemRequestType(int iOFXBatchItemIndex); Unicode (Windows) LPWSTR GetOFXBatchItemRequestType(INT iOFXBatchItemIndex);
char* inebank_ofxbatch_getofxbatchitemrequesttype(void* lpObj, int ofxbatchitemindex);
QString GetOFXBatchItemRequestType(int iOFXBatchItemIndex);
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:
Value | Meaning |
ACCTINFO | Account Information request |
STMT | Bank Statement request |
CCSTMT | Credit Card Statement request |
LOANSTMT | Loan Statement request |
INVSTMT | Investment Statement request |
INTRA | Intrabank Transfer request (Note: This is subject to synchronization and should be followed by calling the SynchronizeTransfers; method in BankTransfer class, depending on what was requested as part of the batch.) |
INTER | Interbank Transfer request (Note: This is subject to synchronization and should be followed by calling the SynchronizeTransfers; method in BankTransfer class, depending on what was requested as part of the batch.) |
BILLPAY | Bill Payment request (Note: This is subject to synchronization and should be followed by calling the SynchronizePayments; and/or SynchronizePayees methods in BillPayment class, depending on what was requested as part of the batch.) |
PROF | FI Profile request |
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 Class)
The current batch item's unique transaction ID.
Syntax
ANSI (Cross Platform) char* GetOFXBatchItemRequestUID(int iOFXBatchItemIndex); Unicode (Windows) LPWSTR GetOFXBatchItemRequestUID(INT iOFXBatchItemIndex);
char* inebank_ofxbatch_getofxbatchitemrequestuid(void* lpObj, int ofxbatchitemindex);
QString GetOFXBatchItemRequestUID(int iOFXBatchItemIndex);
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 Class)
The OFX response aggregate.
Syntax
ANSI (Cross Platform) char* GetOFXBatchItemResponse(int iOFXBatchItemIndex);
int SetOFXBatchItemResponse(int iOFXBatchItemIndex, const char* lpszOFXBatchItemResponse); Unicode (Windows) LPWSTR GetOFXBatchItemResponse(INT iOFXBatchItemIndex);
INT SetOFXBatchItemResponse(INT iOFXBatchItemIndex, LPCWSTR lpszOFXBatchItemResponse);
char* inebank_ofxbatch_getofxbatchitemresponse(void* lpObj, int ofxbatchitemindex);
int inebank_ofxbatch_setofxbatchitemresponse(void* lpObj, int ofxbatchitemindex, const char* lpszOFXBatchItemResponse);
QString GetOFXBatchItemResponse(int iOFXBatchItemIndex);
int SetOFXBatchItemResponse(int iOFXBatchItemIndex, QString qsOFXBatchItemResponse);
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 class 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 class 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 Class)
User's password.
Syntax
ANSI (Cross Platform) char* GetOFXPassword();
int SetOFXPassword(const char* lpszOFXPassword); Unicode (Windows) LPWSTR GetOFXPassword();
INT SetOFXPassword(LPCWSTR lpszOFXPassword);
char* inebank_ofxbatch_getofxpassword(void* lpObj);
int inebank_ofxbatch_setofxpassword(void* lpObj, const char* lpszOFXPassword);
QString GetOFXPassword();
int SetOFXPassword(QString qsOFXPassword);
Default Value
""
Remarks
This is the password used when signing on to the OFX Financial Institution's service.
Data Type
String
OFXUser Property (OFXBatch Class)
User's id.
Syntax
ANSI (Cross Platform) char* GetOFXUser();
int SetOFXUser(const char* lpszOFXUser); Unicode (Windows) LPWSTR GetOFXUser();
INT SetOFXUser(LPCWSTR lpszOFXUser);
char* inebank_ofxbatch_getofxuser(void* lpObj);
int inebank_ofxbatch_setofxuser(void* lpObj, const char* lpszOFXUser);
QString GetOFXUser();
int SetOFXUser(QString qsOFXUser);
Default Value
""
Remarks
This is the UserID used when signing on to the OFX Financial Institution's service.
Data Type
String
ProxyAuthScheme Property (OFXBatch Class)
This property is used to tell the class which type of authorization to perform when connecting to the proxy.
Syntax
ANSI (Cross Platform) int GetProxyAuthScheme();
int SetProxyAuthScheme(int iProxyAuthScheme); Unicode (Windows) INT GetProxyAuthScheme();
INT SetProxyAuthScheme(INT iProxyAuthScheme);
Possible Values
AUTH_BASIC(0),
AUTH_DIGEST(1),
AUTH_PROPRIETARY(2),
AUTH_NONE(3),
AUTH_NTLM(4),
AUTH_NEGOTIATE(5)
int inebank_ofxbatch_getproxyauthscheme(void* lpObj);
int inebank_ofxbatch_setproxyauthscheme(void* lpObj, int iProxyAuthScheme);
int GetProxyAuthScheme();
int SetProxyAuthScheme(int iProxyAuthScheme);
Default Value
0
Remarks
This property is used to tell the class 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 class. Look at the configuration file for the class 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 Class)
This property tells the class whether or not to automatically detect and use proxy system settings, if available.
Syntax
ANSI (Cross Platform) int GetProxyAutoDetect();
int SetProxyAutoDetect(int bProxyAutoDetect); Unicode (Windows) BOOL GetProxyAutoDetect();
INT SetProxyAutoDetect(BOOL bProxyAutoDetect);
int inebank_ofxbatch_getproxyautodetect(void* lpObj);
int inebank_ofxbatch_setproxyautodetect(void* lpObj, int bProxyAutoDetect);
bool GetProxyAutoDetect();
int SetProxyAutoDetect(bool bProxyAutoDetect);
Default Value
FALSE
Remarks
This property tells the class whether or not to automatically detect and use proxy system settings, if available. The default value is false.
Data Type
Boolean
ProxyPassword Property (OFXBatch Class)
This property contains a password if authentication is to be used for the proxy.
Syntax
ANSI (Cross Platform) char* GetProxyPassword();
int SetProxyPassword(const char* lpszProxyPassword); Unicode (Windows) LPWSTR GetProxyPassword();
INT SetProxyPassword(LPCWSTR lpszProxyPassword);
char* inebank_ofxbatch_getproxypassword(void* lpObj);
int inebank_ofxbatch_setproxypassword(void* lpObj, const char* lpszProxyPassword);
QString GetProxyPassword();
int SetProxyPassword(QString qsProxyPassword);
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 Class)
This property contains the Transmission Control Protocol (TCP) port for the proxy Server (default 80).
Syntax
ANSI (Cross Platform) int GetProxyPort();
int SetProxyPort(int iProxyPort); Unicode (Windows) INT GetProxyPort();
INT SetProxyPort(INT iProxyPort);
int inebank_ofxbatch_getproxyport(void* lpObj);
int inebank_ofxbatch_setproxyport(void* lpObj, int iProxyPort);
int GetProxyPort();
int SetProxyPort(int iProxyPort);
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 Class)
If a proxy Server is given, then the HTTP request is sent to the proxy instead of the server otherwise specified.
Syntax
ANSI (Cross Platform) char* GetProxyServer();
int SetProxyServer(const char* lpszProxyServer); Unicode (Windows) LPWSTR GetProxyServer();
INT SetProxyServer(LPCWSTR lpszProxyServer);
char* inebank_ofxbatch_getproxyserver(void* lpObj);
int inebank_ofxbatch_setproxyserver(void* lpObj, const char* lpszProxyServer);
QString GetProxyServer();
int SetProxyServer(QString qsProxyServer);
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 Class)
This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy.
Syntax
ANSI (Cross Platform) int GetProxySSL();
int SetProxySSL(int iProxySSL); Unicode (Windows) INT GetProxySSL();
INT SetProxySSL(INT iProxySSL);
Possible Values
PS_AUTOMATIC(0),
PS_ALWAYS(1),
PS_NEVER(2),
PS_TUNNEL(3)
int inebank_ofxbatch_getproxyssl(void* lpObj);
int inebank_ofxbatch_setproxyssl(void* lpObj, int iProxySSL);
int GetProxySSL();
int SetProxySSL(int iProxySSL);
Default Value
0
Remarks
This property determines when to use a Secure Sockets Layer (SSL) for the connection to the proxy. The applicable values are as follows:
psAutomatic (0) | Default setting. If the URL is an https URL, the class will use the psTunnel option. If the URL is an http URL, the class will use the psNever option. |
psAlways (1) | The connection is always SSL enabled. |
psNever (2) | The connection is not SSL enabled. |
psTunnel (3) | The connection is made through a tunneling (HTTP) proxy. |
Data Type
Integer
ProxyUser Property (OFXBatch Class)
This property contains a user name, if authentication is to be used for the proxy.
Syntax
ANSI (Cross Platform) char* GetProxyUser();
int SetProxyUser(const char* lpszProxyUser); Unicode (Windows) LPWSTR GetProxyUser();
INT SetProxyUser(LPCWSTR lpszProxyUser);
char* inebank_ofxbatch_getproxyuser(void* lpObj);
int inebank_ofxbatch_setproxyuser(void* lpObj, const char* lpszProxyUser);
QString GetProxyUser();
int SetProxyUser(QString qsProxyUser);
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 Class)
This is the certificate (PEM/base64 encoded).
Syntax
ANSI (Cross Platform) int GetSSLAcceptServerCertEncoded(char* &lpSSLAcceptServerCertEncoded, int &lenSSLAcceptServerCertEncoded);
int SetSSLAcceptServerCertEncoded(const char* lpSSLAcceptServerCertEncoded, int lenSSLAcceptServerCertEncoded); Unicode (Windows) INT GetSSLAcceptServerCertEncoded(LPSTR &lpSSLAcceptServerCertEncoded, INT &lenSSLAcceptServerCertEncoded);
INT SetSSLAcceptServerCertEncoded(LPCSTR lpSSLAcceptServerCertEncoded, INT lenSSLAcceptServerCertEncoded);
int inebank_ofxbatch_getsslacceptservercertencoded(void* lpObj, char** lpSSLAcceptServerCertEncoded, int* lenSSLAcceptServerCertEncoded);
int inebank_ofxbatch_setsslacceptservercertencoded(void* lpObj, const char* lpSSLAcceptServerCertEncoded, int lenSSLAcceptServerCertEncoded);
QByteArray GetSSLAcceptServerCertEncoded();
int SetSSLAcceptServerCertEncoded(QByteArray qbaSSLAcceptServerCertEncoded);
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
Binary String
SSLCertEncoded Property (OFXBatch Class)
This is the certificate (PEM/base64 encoded).
Syntax
ANSI (Cross Platform) int GetSSLCertEncoded(char* &lpSSLCertEncoded, int &lenSSLCertEncoded);
int SetSSLCertEncoded(const char* lpSSLCertEncoded, int lenSSLCertEncoded); Unicode (Windows) INT GetSSLCertEncoded(LPSTR &lpSSLCertEncoded, INT &lenSSLCertEncoded);
INT SetSSLCertEncoded(LPCSTR lpSSLCertEncoded, INT lenSSLCertEncoded);
int inebank_ofxbatch_getsslcertencoded(void* lpObj, char** lpSSLCertEncoded, int* lenSSLCertEncoded);
int inebank_ofxbatch_setsslcertencoded(void* lpObj, const char* lpSSLCertEncoded, int lenSSLCertEncoded);
QByteArray GetSSLCertEncoded();
int SetSSLCertEncoded(QByteArray qbaSSLCertEncoded);
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
Binary String
SSLCertStore Property (OFXBatch Class)
This is the name of the certificate store for the client certificate.
Syntax
ANSI (Cross Platform) int GetSSLCertStore(char* &lpSSLCertStore, int &lenSSLCertStore);
int SetSSLCertStore(const char* lpSSLCertStore, int lenSSLCertStore); Unicode (Windows) INT GetSSLCertStore(LPSTR &lpSSLCertStore, INT &lenSSLCertStore);
INT SetSSLCertStore(LPCSTR lpSSLCertStore, INT lenSSLCertStore);
int inebank_ofxbatch_getsslcertstore(void* lpObj, char** lpSSLCertStore, int* lenSSLCertStore);
int inebank_ofxbatch_setsslcertstore(void* lpObj, const char* lpSSLCertStore, int lenSSLCertStore);
QByteArray GetSSLCertStore();
int SetSSLCertStore(QByteArray qbaSSLCertStore);
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:
MY | A certificate store holding personal certificates with their associated private keys. |
CA | Certifying authority certificates. |
ROOT | Root certificates. |
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
Binary String
SSLCertStorePassword Property (OFXBatch Class)
If the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.
Syntax
ANSI (Cross Platform) char* GetSSLCertStorePassword();
int SetSSLCertStorePassword(const char* lpszSSLCertStorePassword); Unicode (Windows) LPWSTR GetSSLCertStorePassword();
INT SetSSLCertStorePassword(LPCWSTR lpszSSLCertStorePassword);
char* inebank_ofxbatch_getsslcertstorepassword(void* lpObj);
int inebank_ofxbatch_setsslcertstorepassword(void* lpObj, const char* lpszSSLCertStorePassword);
QString GetSSLCertStorePassword();
int SetSSLCertStorePassword(QString qsSSLCertStorePassword);
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 Class)
This is the type of certificate store for this certificate.
Syntax
ANSI (Cross Platform) int GetSSLCertStoreType();
int SetSSLCertStoreType(int iSSLCertStoreType); Unicode (Windows) INT GetSSLCertStoreType();
INT SetSSLCertStoreType(INT iSSLCertStoreType);
Possible Values
CST_USER(0),
CST_MACHINE(1),
CST_PFXFILE(2),
CST_PFXBLOB(3),
CST_JKSFILE(4),
CST_JKSBLOB(5),
CST_PEMKEY_FILE(6),
CST_PEMKEY_BLOB(7),
CST_PUBLIC_KEY_FILE(8),
CST_PUBLIC_KEY_BLOB(9),
CST_SSHPUBLIC_KEY_BLOB(10),
CST_P7BFILE(11),
CST_P7BBLOB(12),
CST_SSHPUBLIC_KEY_FILE(13),
CST_PPKFILE(14),
CST_PPKBLOB(15),
CST_XMLFILE(16),
CST_XMLBLOB(17),
CST_JWKFILE(18),
CST_JWKBLOB(19),
CST_SECURITY_KEY(20),
CST_BCFKSFILE(21),
CST_BCFKSBLOB(22),
CST_PKCS11(23),
CST_AUTO(99)
int inebank_ofxbatch_getsslcertstoretype(void* lpObj);
int inebank_ofxbatch_setsslcertstoretype(void* lpObj, int iSSLCertStoreType);
int GetSSLCertStoreType();
int SetSSLCertStoreType(int iSSLCertStoreType);
Default Value
0
Remarks
This is the type of certificate store for this certificate.
The class supports both public and private keys in a variety of formats. When the cstAuto value is used the class will automatically determine the type. This property can take one of the following values:
0 (cstUser - default) | For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: this store type is not available in Java. |
1 (cstMachine) | For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java. |
2 (cstPFXFile) | The certificate store is the name of a PFX (PKCS12) file containing certificates. |
3 (cstPFXBlob) | The certificate store is a string (binary or base64-encoded) representing a certificate store in PFX (PKCS12) format. |
4 (cstJKSFile) | The certificate store is the name of a Java Key Store (JKS) file containing certificates. Note: this store type is only available in Java. |
5 (cstJKSBlob) | The certificate store is a string (binary or base64-encoded) representing a certificate store in Java Key Store (JKS) format. Note: this store type is only available in Java. |
6 (cstPEMKeyFile) | The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate. |
7 (cstPEMKeyBlob) | The certificate store is a string (binary or base64-encoded) that contains a private key and an optional certificate. |
8 (cstPublicKeyFile) | The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate. |
9 (cstPublicKeyBlob) | The certificate store is a string (binary or base64-encoded) that contains a PEM- or DER-encoded public key certificate. |
10 (cstSSHPublicKeyBlob) | The certificate store is a string (binary or base64-encoded) that contains an SSH-style public key. |
11 (cstP7BFile) | The certificate store is the name of a PKCS7 file containing certificates. |
12 (cstP7BBlob) | The certificate store is a string (binary) representing a certificate store in PKCS7 format. |
13 (cstSSHPublicKeyFile) | The certificate store is the name of a file that contains an SSH-style public key. |
14 (cstPPKFile) | The certificate store is the name of a file that contains a PPK (PuTTY Private Key). |
15 (cstPPKBlob) | The certificate store is a string (binary) that contains a PPK (PuTTY Private Key). |
16 (cstXMLFile) | The certificate store is the name of a file that contains a certificate in XML format. |
17 (cstXMLBlob) | The certificate store is a string that contains a certificate in XML format. |
18 (cstJWKFile) | The certificate store is the name of a file that contains a JWK (JSON Web Key). |
19 (cstJWKBlob) | The certificate store is a string that contains a JWK (JSON Web Key). |
21 (cstBCFKSFile) | The certificate store is the name of a file that contains a BCFKS (Bouncy Castle FIPS Key Store). Note: this store type is only available in Java and .NET. |
22 (cstBCFKSBlob) | The certificate store is a string (binary or base64-encoded) representing a certificate store in BCFKS (Bouncy Castle FIPS Key Store) format. Note: this store type is only available in Java and .NET. |
23 (cstPKCS11) | The certificate is present on a physical security key accessible via a PKCS11 interface.
To use a security key the necessary data must first be collected using the CertMgr class. The ListStoreCertificates method may be called after setting CertStoreType to cstPKCS11, CertStorePassword to the PIN, and CertStore to the full path of the PKCS11 dll. The certificate information returned in the CertList event's CertEncoded parameter may be saved for later use. When using a certificate, pass the previously saved security key information as the SSLCertStore and set SSLCertStorePassword to the PIN. Code Example: SSH Authentication with Security Key
|
99 (cstAuto) | The store type is automatically detected from the input data. This setting may be used with both public and private keys and can detect any of the supported formats automatically. |
Data Type
Integer
SSLCertSubject Property (OFXBatch Class)
This is the subject of the certificate used for client authentication.
Syntax
ANSI (Cross Platform) char* GetSSLCertSubject();
int SetSSLCertSubject(const char* lpszSSLCertSubject); Unicode (Windows) LPWSTR GetSSLCertSubject();
INT SetSSLCertSubject(LPCWSTR lpszSSLCertSubject);
char* inebank_ofxbatch_getsslcertsubject(void* lpObj);
int inebank_ofxbatch_setsslcertsubject(void* lpObj, const char* lpszSSLCertSubject);
QString GetSSLCertSubject();
int SetSSLCertSubject(QString qsSSLCertSubject);
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.
Field | Meaning |
CN | Common Name. This is commonly a host name like www.server.com. |
O | Organization |
OU | Organizational Unit |
L | Locality |
S | State |
C | Country |
E | Email Address |
If a field value contains a comma it must be quoted.
Data Type
String
SSLProvider Property (OFXBatch Class)
This specifies the SSL/TLS implementation to use.
Syntax
ANSI (Cross Platform) int GetSSLProvider();
int SetSSLProvider(int iSSLProvider); Unicode (Windows) INT GetSSLProvider();
INT SetSSLProvider(INT iSSLProvider);
Possible Values
SSLP_AUTOMATIC(0),
SSLP_PLATFORM(1),
SSLP_INTERNAL(2)
int inebank_ofxbatch_getsslprovider(void* lpObj);
int inebank_ofxbatch_setsslprovider(void* lpObj, int iSSLProvider);
int GetSSLProvider();
int SetSSLProvider(int iSSLProvider);
Default Value
0
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 class 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:
0 (sslpAutomatic - default) | Automatically selects the appropriate implementation. |
1 (sslpPlatform) | Uses the platform/system implementation. |
2 (sslpInternal) | Uses the internal implementation. |
In most cases using the default value (Automatic) is recommended. The class will select a provider depending on the current platform.
When Automatic is selected, on Windows the class will use the platform implementation. On Linux/macOS the class will use the internal implementation. When TLS 1.3 is enabled via SSLEnabledProtocols the internal implementation is used on all platforms.
Data Type
Integer
SSLServerCertEncoded Property (OFXBatch Class)
This is the certificate (PEM/base64 encoded).
Syntax
ANSI (Cross Platform) int GetSSLServerCertEncoded(char* &lpSSLServerCertEncoded, int &lenSSLServerCertEncoded); Unicode (Windows) INT GetSSLServerCertEncoded(LPSTR &lpSSLServerCertEncoded, INT &lenSSLServerCertEncoded);
int inebank_ofxbatch_getsslservercertencoded(void* lpObj, char** lpSSLServerCertEncoded, int* lenSSLServerCertEncoded);
QByteArray GetSSLServerCertEncoded();
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
Binary String
Timeout Property (OFXBatch Class)
A timeout for the class.
Syntax
ANSI (Cross Platform) int GetTimeout();
int SetTimeout(int iTimeout); Unicode (Windows) INT GetTimeout();
INT SetTimeout(INT iTimeout);
int inebank_ofxbatch_gettimeout(void* lpObj);
int inebank_ofxbatch_settimeout(void* lpObj, int iTimeout);
int GetTimeout();
int SetTimeout(int iTimeout);
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 class will wait for the operation to complete before returning control.
The class 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 class fails with an error.
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 Class)
Sets or retrieves a configuration setting.
Syntax
ANSI (Cross Platform) char* Config(const char* lpszConfigurationString); Unicode (Windows) LPWSTR Config(LPCWSTR lpszConfigurationString);
char* inebank_ofxbatch_config(void* lpObj, const char* lpszConfigurationString);
QString Config(const QString& qsConfigurationString);
Remarks
Config is a generic method available in every class. It is used to set and retrieve configuration settings for the class.
These settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the class, 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.
Error Handling (C++)
This method returns a String value; after it returns, call the GetLastErrorCode() method to obtain its result code; 0 indicates success, while a non-zero error code indicates that this method encountered an error during its execution. If an error occurs, the GetLastError() method can be called to retrieve the associated error message.
PostRequest Method (OFXBatch Class)
Submits a batch of requests to an OFX server through a single connection.
Syntax
ANSI (Cross Platform) int PostRequest(); Unicode (Windows) INT PostRequest();
int inebank_ofxbatch_postrequest(void* lpObj);
int 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.
Error Handling (C++)
This method returns a result code; 0 indicates success, while a non-zero error code indicates that this method encountered an error during its execution. If an error occurs, the GetLastError() method can be called to retrieve the associated error message. (Note: This method's result code can also be obtained by calling the GetLastErrorCode() method after it returns.)
ReadOFXDataFile Method (OFXBatch Class)
Reads an OFX response from a file.
Syntax
ANSI (Cross Platform) int ReadOFXDataFile(const char* lpszFileName); Unicode (Windows) INT ReadOFXDataFile(LPCWSTR lpszFileName);
int inebank_ofxbatch_readofxdatafile(void* lpObj, const char* lpszFileName);
int ReadOFXDataFile(const QString& qsFileName);
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:
Error Handling (C++)
This method returns a result code; 0 indicates success, while a non-zero error code indicates that this method encountered an error during its execution. If an error occurs, the GetLastError() method can be called to retrieve the associated error message. (Note: This method's result code can also be obtained by calling the GetLastErrorCode() method after it returns.)
Reset Method (OFXBatch Class)
Reset the internal state of the class and all properties to their default values.
Syntax
ANSI (Cross Platform) int Reset(); Unicode (Windows) INT Reset();
int inebank_ofxbatch_reset(void* lpObj);
int Reset();
Remarks
The Reset method does not have any parameters and does not return any value.
Error Handling (C++)
This method returns a result code; 0 indicates success, while a non-zero error code indicates that this method encountered an error during its execution. If an error occurs, the GetLastError() method can be called to retrieve the associated error message. (Note: This method's result code can also be obtained by calling the GetLastErrorCode() method after it returns.)
WriteOFXDataFile Method (OFXBatch Class)
Writes the OFX response sent by the server to a file.
Syntax
ANSI (Cross Platform) int WriteOFXDataFile(const char* lpszFileName); Unicode (Windows) INT WriteOFXDataFile(LPCWSTR lpszFileName);
int inebank_ofxbatch_writeofxdatafile(void* lpObj, const char* lpszFileName);
int WriteOFXDataFile(const QString& qsFileName);
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.
Error Handling (C++)
This method returns a result code; 0 indicates success, while a non-zero error code indicates that this method encountered an error during its execution. If an error occurs, the GetLastError() method can be called to retrieve the associated error message. (Note: This method's result code can also be obtained by calling the GetLastErrorCode() method after it returns.)
ConnectionStatus Event (OFXBatch Class)
This event is fired to indicate changes in the connection state.
Syntax
ANSI (Cross Platform) virtual int FireConnectionStatus(OFXBatchConnectionStatusEventParams *e);
typedef struct {
const char *ConnectionEvent;
int StatusCode;
const char *Description; int reserved; } OFXBatchConnectionStatusEventParams;
Unicode (Windows) virtual INT FireConnectionStatus(OFXBatchConnectionStatusEventParams *e);
typedef struct {
LPCWSTR ConnectionEvent;
INT StatusCode;
LPCWSTR Description; INT reserved; } OFXBatchConnectionStatusEventParams;
#define EID_OFXBATCH_CONNECTIONSTATUS 1 virtual INT INEBANK_CALL FireConnectionStatus(LPSTR &lpszConnectionEvent, INT &iStatusCode, LPSTR &lpszDescription);
class OFXBatchConnectionStatusEventParams { public: const QString &ConnectionEvent(); int StatusCode(); const QString &Description(); int EventRetVal(); void SetEventRetVal(int iRetVal); };
// To handle, connect one or more slots to this signal. void ConnectionStatus(OFXBatchConnectionStatusEventParams *e);
// Or, subclass OFXBatch and override this emitter function. virtual int FireConnectionStatus(OFXBatchConnectionStatusEventParams *e) {...}
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:
Firewall connection complete. | |
Secure Sockets Layer (SSL) or S/Shell handshake complete (where applicable). | |
Remote host connection complete. | |
Remote host disconnected. | |
SSL or S/Shell connection broken. | |
Firewall host disconnected. |
Error Event (OFXBatch Class)
Information about errors during data delivery.
Syntax
ANSI (Cross Platform) virtual int FireError(OFXBatchErrorEventParams *e);
typedef struct {
int ErrorCode;
const char *Description; int reserved; } OFXBatchErrorEventParams;
Unicode (Windows) virtual INT FireError(OFXBatchErrorEventParams *e);
typedef struct {
INT ErrorCode;
LPCWSTR Description; INT reserved; } OFXBatchErrorEventParams;
#define EID_OFXBATCH_ERROR 2 virtual INT INEBANK_CALL FireError(INT &iErrorCode, LPSTR &lpszDescription);
class OFXBatchErrorEventParams { public: int ErrorCode(); const QString &Description(); int EventRetVal(); void SetEventRetVal(int iRetVal); };
// To handle, connect one or more slots to this signal. void Error(OFXBatchErrorEventParams *e);
// Or, subclass OFXBatch and override this emitter function. virtual int FireError(OFXBatchErrorEventParams *e) {...}
Remarks
The Error event is fired in case of exceptional conditions during message processing. Normally the class fails with an error.
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 Class)
Fired after the server presents its certificate to the client.
Syntax
ANSI (Cross Platform) virtual int FireSSLServerAuthentication(OFXBatchSSLServerAuthenticationEventParams *e);
typedef struct {
const char *CertEncoded; int lenCertEncoded;
const char *CertSubject;
const char *CertIssuer;
const char *Status;
int Accept; int reserved; } OFXBatchSSLServerAuthenticationEventParams;
Unicode (Windows) virtual INT FireSSLServerAuthentication(OFXBatchSSLServerAuthenticationEventParams *e);
typedef struct {
LPCSTR CertEncoded; INT lenCertEncoded;
LPCWSTR CertSubject;
LPCWSTR CertIssuer;
LPCWSTR Status;
BOOL Accept; INT reserved; } OFXBatchSSLServerAuthenticationEventParams;
#define EID_OFXBATCH_SSLSERVERAUTHENTICATION 3 virtual INT INEBANK_CALL FireSSLServerAuthentication(LPSTR &lpCertEncoded, INT &lenCertEncoded, LPSTR &lpszCertSubject, LPSTR &lpszCertIssuer, LPSTR &lpszStatus, BOOL &bAccept);
class OFXBatchSSLServerAuthenticationEventParams { public: const QByteArray &CertEncoded(); const QString &CertSubject(); const QString &CertIssuer(); const QString &Status(); bool Accept(); void SetAccept(bool bAccept); int EventRetVal(); void SetEventRetVal(int iRetVal); };
// To handle, connect one or more slots to this signal. void SSLServerAuthentication(OFXBatchSSLServerAuthenticationEventParams *e);
// Or, subclass OFXBatch and override this emitter function. virtual int FireSSLServerAuthentication(OFXBatchSSLServerAuthenticationEventParams *e) {...}
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 Class)
Shows the progress of the secure connection.
Syntax
ANSI (Cross Platform) virtual int FireSSLStatus(OFXBatchSSLStatusEventParams *e);
typedef struct {
const char *Message; int reserved; } OFXBatchSSLStatusEventParams;
Unicode (Windows) virtual INT FireSSLStatus(OFXBatchSSLStatusEventParams *e);
typedef struct {
LPCWSTR Message; INT reserved; } OFXBatchSSLStatusEventParams;
#define EID_OFXBATCH_SSLSTATUS 4 virtual INT INEBANK_CALL FireSSLStatus(LPSTR &lpszMessage);
class OFXBatchSSLStatusEventParams { public: const QString &Message(); int EventRetVal(); void SetEventRetVal(int iRetVal); };
// To handle, connect one or more slots to this signal. void SSLStatus(OFXBatchSSLStatusEventParams *e);
// Or, subclass OFXBatch and override this emitter function. virtual int FireSSLStatus(OFXBatchSSLStatusEventParams *e) {...}
Remarks
The event is fired for informational and logging purposes only. Used to track the progress of the connection.
Config Settings (OFXBatch Class)
The class accepts one or more of the following configuration settings. Configuration settings are similar in functionality to properties, but they are rarely used. In order to avoid "polluting" the property namespace of the class, access to these internal properties is provided through the Config method.
XML Config Settings | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CacheContent: If true, the original XML is saved in a buffer.This config controls whether or not the component retains the entire original XML in a buffer. This is used to retain the original XML as opposed to returning generated XML after parsing. The default value is true. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Charset: Specifies the charset used when encoding data.This setting specifies the character set used when encoding data. This value will also be used when creating the XMLDeclaration. The default value is "utf-8". | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
EOL:
The characters to use for separating lines.If specified, the class will format the output XML, using the specified characters to
separate multiple lines for nested XML elements. The default value is CRLF ("\r\n")
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This option should be combined with Indent for full effect. |
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ErrorOnEmptyAttr: If true, passing an invalid attribute to the Attr method will throw an exception.If an invalid attribute name is passed into the GetAttr method, the method will return with an empty string if this is set to false, otherwise an exception is thrown. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
ExtraNameChars:
Extra characters for the parser to consider as name characters.Normally, the parser considers only the following characters as
part of an XML identifier: 'A' through 'Z', 'a' through 'z',
'0' through '9', and '.', '-', '_', ':'.
If you would like any other characters to be considered as name characters, you may set them as a string into this property. |
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ExtraSpaceChars:
Extra characters for the parser to consider as white space.Normally, the parser considers only the following characters as
white space: ' ' (space), '\t' (tab), '\ n' (newline), '\r' (carriage
return), '\f' (form feed), and '\v' (vertical tab).
If you would like any other characters to be considered as white space, you may set them as a string into this property. |
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FlushOnEOL: If set, the parser flushes its text buffer after every line of text.The FlushOnEOL property controls whether Characters events are fired for every line of the input text stream or not. Normally lines are buffered internally and delivered in batches, but if the FlushOnEOL flag is set, then a Characters event is fired for each line. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IgnoreBadAttributePrefixes: If true, bad (unknown) attribute prefixes are ignored.Normally a trappable error is generated when an unknown attribute prefix is encountered. This setting suppresses the error. The default value is True. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IgnoreBadElementPrefixes: If true, bad (unknown) element prefixes are ignored.Normally a trappable error is generated when an unknown element prefix is encountered. This setting suppresses the error. The default value is True. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
IncludeElementPrefix:
Whether to include the prefix in the element name.This setting specifies whether to include the element prefix in the Element parameter of the StartElement and EndElement
events.
If False (default) and Validate is set to False the prefix is included in the Element parameter. For instance: ds:DigestMethod If True and Validate is set to False the prefix is not included in the Element parameter. For instance: DigestMethod This setting is only applicable when Validate is False. |
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IncludeXMLDeclaration:
Whether to include the XML declaration when writing XML.This setting specifies whether the XML declaration is included in the output XML when
writing XML. When set to True (default) the XML declaration will be included above
any user specified XML. For instance:
<?xml version="1.0" encoding="utf-8" standalone="yes" ?> ... |
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Indent:
The characters to use for each indentation level.If specified, the class will format the output XML, using the specified characters to
denote each indentation level for nested XML elements.
This option should be combined with EOL for full effect. |
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Offset:
Current offset of the document being parsed.This property is useful for determining the location of
possible XML errors in the document.
Offset values start at 1. |
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PreserveWhitespace: If true, leading and trailing whitespace in element text is preserved.Normally the leading and trailing whitespace from an element's text is trimmed. When this property is set to true, this leading and trailing whitespace is preserved. The default value is false. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
QuoteChar: Quote character to use for attribute values.By default, the class will use double quotes around attribute values. This property can be used to specify a different character such as a single quote. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
StringProcessingOptions:
Defines options to use when processing string values.This setting determines what additional processing is performed on string values fired through the Characters event..
Note: This only applies when BuildDOM is False. By default no additional processing is performed and the string is returned as is from the document. Strings may also be XML unescaped. Possible values are:
For instance, when set to 0 the following text may be fired through the Characters event: &"<> When set to 1 the following text would be fired through the Characters event: &"<> |
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Base Config Settings | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
BuildInfo: Information about the product's build.When queried, this setting will return a string containing information about the product's build. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
CodePage:
The system code page used for Unicode to Multibyte translations.The default code page is Unicode UTF-8 (65001).
The following is a list of valid code page identifiers:
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LicenseInfo:
Information about the current license.When queried, this setting will return a string containing information about the license this instance of a class is using. It will return the following information:
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MaskSensitive:
Whether sensitive data is masked in log messages.In certain circumstances it may be beneficial to mask sensitive data, like passwords, in log messages. Set this to true to mask sensitive data. The default is true.
This setting only works on these classes: AS3Receiver, AS3Sender, Atom, Client(3DS), FTP, FTPServer, IMAP, OFTPClient, SSHClient, SCP, Server(3DS), Sexec, SFTP, SFTPServer, SSHServer, TCPClient, TCPServer. |
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ProcessIdleEvents: Whether the class uses its internal event loop to process events when the main thread is idle.If set to False, the class will not fire internal idle events. Set this to False to use the class in a background thread on Mac OS. By default, this setting is True. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SelectWaitMillis: The length of time in milliseconds the class will wait when DoEvents is called if there are no events to process.If there are no events to process when DoEvents is called, the class will wait for the amount of time specified here before returning. The default value is 20. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
UseInternalSecurityAPI:
Tells the class whether or not to use the system security libraries or an internal implementation.
When set to false, the class will use the system security libraries by default to perform cryptographic functions where applicable.
Setting this setting to true tells the class to use the internal implementation instead of using the system security libraries. On Windows, this setting is set to false by default. On Linux/macOS, this setting is set to true by default. To use the system security libraries for Linux, OpenSSL support must be enabled. For more information on how to enable OpenSSL, please refer to the OpenSSL Notes section. |
Trappable Errors (OFXBatch Class)
Error Handling (C++)
Call the GetLastErrorCode() method to obtain the last called method's result code; 0 indicates success, while a non-zero error code indicates that this method encountered an error during its execution. Known error codes are listed below. If an error occurs, the GetLastError() method can be called to retrieve the associated error message.
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. |