4D E-Banking SDK 2022 Delphi Edition
Version 22.0 [Build 8593]

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 Request 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 Response 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 Response 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.

FIIdFinancial institution identifier.
FIOrganizationFinancial institution organization name.
FirewallA set of properties related to firewall access.
FIUrlFinancial institution URL.
OFXAppIdOFX application identifier.
OFXAppVersionOFX application version.
OFXBatchItemsA list of items (requests/response pairs) that make up the current OFX batch.
OFXPasswordUser's password.
OFXUserUser's id.
ProxyThis property includes a set of properties related to proxy access.
SSLAcceptServerCertEncodedThis is the certificate (PEM/base64 encoded).
SSLCertEncodedThis is the certificate (PEM/base64 encoded).
SSLCertStoreThis is the name of the certificate store for the client certificate.
SSLCertStorePasswordIf the type of certificate store requires a password, this property is used to specify the password needed to open the certificate store.
SSLCertStoreTypeThis is the type of certificate store for this certificate.
SSLCertSubjectThis is the subject of the certificate used for client authentication.
SSLProviderThis specifies the SSL/TLS implementation to use.
SSLServerCertEncodedThis is the certificate (PEM/base64 encoded).
TimeoutA timeout for the component.

Method List


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

ConfigSets or retrieves a configuration setting.
PostRequestSubmits a batch of requests to an OFX server through a single connection.
ReadOFXDataFileReads an OFX response from a file.
ResetReset the internal state of the component and all properties to their default values.
WriteOFXDataFileWrites the OFX response sent by the server to a file.

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.

ConnectionStatusThis event is fired to indicate changes in the connection state.
ErrorInformation about errors during data delivery.
SSLServerAuthenticationFired after the server presents its certificate to the client.
SSLStatusShows the progress of the secure connection.

Config Settings


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

CacheContentIf true, the original XML is saved in a buffer.
CharsetSpecifies the charset used when encoding data.
EOLThe characters to use for separating lines.
ErrorOnEmptyAttrIf true, passing an invalid attribute to the Attr method will throw an exception.
ExtraNameCharsExtra characters for the parser to consider as name characters.
ExtraSpaceCharsExtra characters for the parser to consider as white space.
FlushOnEOLIf set, the parser flushes its text buffer after every line of text.
IgnoreBadAttributePrefixesIf true, bad (unknown) attribute prefixes are ignored.
IgnoreBadElementPrefixesIf true, bad (unknown) element prefixes are ignored.
IncludeElementPrefixWhether to include the prefix in the element name.
IncludeXMLDeclarationWhether to include the XML declaration when writing XML.
IndentThe characters to use for each indentation level.
OffsetCurrent offset of the document being parsed.
PreserveWhitespaceIf true, leading and trailing whitespace in element text is preserved.
QuoteCharQuote character to use for attribute values.
StringProcessingOptionsDefines options to use when processing string values.
BuildInfoInformation about the product's build.
CodePageThe system code page used for Unicode to Multibyte translations.
LicenseInfoInformation about the current license.
MaskSensitiveWhether sensitive data is masked in log messages.
UseInternalSecurityAPITells the component whether or not to use the system security libraries or an internal implementation.

FIId Property (OFXBatch Component)

Financial institution identifier.

Syntax

property FIId: String read get_FIId write set_FIId;

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.

FIOrganization Property (OFXBatch Component)

Financial institution organization name.

Syntax

property FIOrganization: String read get_FIOrganization write set_FIOrganization;

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.

Firewall Property (OFXBatch Component)

A set of properties related to firewall access.

Syntax

property Firewall: TiboFirewall read get_Firewall write set_Firewall;

Remarks

This is a Firewall type property which contains fields describing the firewall through which the component will attempt to connect.

FIUrl Property (OFXBatch Component)

Financial institution URL.

Syntax

property FIUrl: String read get_FIUrl write set_FIUrl;

Default Value

''

Remarks

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

OFXAppId Property (OFXBatch Component)

OFX application identifier.

Syntax

property OFXAppId: String read get_OFXAppId write set_OFXAppId;

Default Value

''

Remarks

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

OFXAppVersion Property (OFXBatch Component)

OFX application version.

Syntax

property OFXAppVersion: String read get_OFXAppVersion write set_OFXAppVersion;

Default Value

''

Remarks

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

OFXBatchItems Property (OFXBatch Component)

A list of items (requests/response pairs) that make up the current OFX batch.

Syntax

property OFXBatchItems: TiboOFXBatchItemList read get_OFXBatchItems write set_OFXBatchItems;

Remarks

This collection represents the list of requests/responses to be sent/received through a single connection. It is used when the PostRequest, ReadOFXDataFile and WriteOFXDataFile methods are called.

Each OFX batch item has a Request, RequestType, RequestUID, and Response tied to it.

The Request should be set for each OFXBatchItemIndex = 0 to OFXBatchItemCount - 1 when any of the above listed methods are called. Upon successful response, the rest of the properties should be inspected for each index (that falls within the range listed above).

This property is not available at design time.

OFXPassword Property (OFXBatch Component)

User's password.

Syntax

property OFXPassword: String read get_OFXPassword write set_OFXPassword;

Default Value

''

Remarks

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

OFXUser Property (OFXBatch Component)

User's id.

Syntax

property OFXUser: String read get_OFXUser write set_OFXUser;

Default Value

''

Remarks

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

Proxy Property (OFXBatch Component)

This property includes a set of properties related to proxy access.

Syntax

property Proxy: TiboProxy read get_Proxy write set_Proxy;

Remarks

This property contains fields describing the proxy through which the component will attempt to connect.

SSLAcceptServerCertEncoded Property (OFXBatch Component)

This is the certificate (PEM/base64 encoded).

Syntax

property SSLAcceptServerCertEncoded: String read get_SSLAcceptServerCertEncoded write set_SSLAcceptServerCertEncoded;
property SSLAcceptServerCertEncodedB: TBytes read get_SSLAcceptServerCertEncodedB write set_SSLAcceptServerCertEncodedB;

Default Value

''

Remarks

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

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

This property is not available at design time.

SSLCertEncoded Property (OFXBatch Component)

This is the certificate (PEM/base64 encoded).

Syntax

property SSLCertEncoded: String read get_SSLCertEncoded write set_SSLCertEncoded;
property SSLCertEncodedB: TBytes read get_SSLCertEncodedB write set_SSLCertEncodedB;

Default Value

''

Remarks

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

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

This property is not available at design time.

SSLCertStore Property (OFXBatch Component)

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

Syntax

property SSLCertStore: String read get_SSLCertStore write set_SSLCertStore;
property SSLCertStoreB: TBytes read get_SSLCertStoreB write set_SSLCertStoreB;

Default Value

'MY'

Remarks

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

The StoreType property denotes the type of the certificate store specified by Store. If the store is password protected, specify the password in StorePassword.

Store is used in conjunction with the Subject property to specify client certificates. If Store has a value, and Subject or Encoded is set, a search for a certificate is initiated. Please see the Subject 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:

MYA certificate store holding personal certificates with their associated private keys.
CACertifying authority certificates.
ROOTRoot 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).

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 SSLCertStorePassword: String read get_SSLCertStorePassword write set_SSLCertStorePassword;

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.

SSLCertStoreType Property (OFXBatch Component)

This is the type of certificate store for this certificate.

Syntax

property SSLCertStoreType: TiboCertStoreTypes read get_SSLCertStoreType write set_SSLCertStoreType;
TiboCertStoreTypes = ( cstUser, cstMachine, cstPFXFile, cstPFXBlob, cstJKSFile, cstJKSBlob, cstPEMKeyFile, cstPEMKeyBlob, cstPublicKeyFile, cstPublicKeyBlob, cstSSHPublicKeyBlob, cstP7BFile, cstP7BBlob, cstSSHPublicKeyFile, cstPPKFile, cstPPKBlob, cstXMLFile, cstXMLBlob, cstJWKFile, cstJWKBlob, cstSecurityKey, cstBCFKSFile, cstBCFKSBlob, cstPKCS11, cstAuto );

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:

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 component. 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 Store and set StorePassword to the PIN.

Code Example: SSH Authentication with Security Key certmgr.CertStoreType = CertStoreTypes.cstPKCS11; certmgr.OnCertList += (s, e) => { secKeyBlob = e.CertEncoded; }; certmgr.CertStore = @"C:\Program Files\OpenSC Project\OpenSC\pkcs11\opensc-pkcs11.dll"; certmgr.CertStorePassword = "123456"; //PIN certmgr.ListStoreCertificates(); sftp.SSHCert = new Certificate(CertStoreTypes.cstPKCS11, secKeyBlob, "123456", "*"); sftp.SSHUser = "test"; sftp.SSHLogon("myhost", 22);

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.

SSLCertSubject Property (OFXBatch Component)

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

Syntax

property SSLCertSubject: String read get_SSLCertSubject write set_SSLCertSubject;

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.

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

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

SSLProvider Property (OFXBatch Component)

This specifies the SSL/TLS implementation to use.

Syntax

property SSLProvider: TiboTSSLProviders read get_SSLProvider write set_SSLProvider;
TiboTSSLProviders = ( sslpAutomatic, sslpPlatform, sslpInternal );

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:

0 (sslpAutomatic - default)Automatically selects the appropriate implementation.
1 (sslpPlatform) Uses the platform/system implementation.
2 (sslpInternal) Uses the internal implementation.

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, on Windows the component will use the platform implementation. On Linux/macOS the component will use the internal implementation. When TLS 1.3 is enabled via SSLEnabledProtocols the internal implementation is used on all platforms.

SSLServerCertEncoded Property (OFXBatch Component)

This is the certificate (PEM/base64 encoded).

Syntax

property SSLServerCertEncoded: String read get_SSLServerCertEncoded;
property SSLServerCertEncodedB: TBytes read get_SSLServerCertEncodedB;

Default Value

''

Remarks

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

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

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

Timeout Property (OFXBatch Component)

A timeout for the component.

Syntax

property Timeout: Integer read get_Timeout write set_Timeout;

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.

Config Method (OFXBatch Component)

Sets or retrieves a configuration setting.

Syntax

function Config(ConfigurationString: String): String;

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

procedure 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 Request array property to each OFXRequest of the corresponding component.

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

ReadOFXDataFile Method (OFXBatch Component)

Reads an OFX response from a file.

Syntax

procedure ReadOFXDataFile(FileName: String);

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

procedure 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

procedure WriteOFXDataFile(FileName: String);

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

type TConnectionStatusEvent = procedure (
  Sender: TObject;
  const ConnectionEvent: String;
  StatusCode: Integer;
  const Description: String
) of Object;

property OnConnectionStatus: TConnectionStatusEvent 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:

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.

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

type TErrorEvent = procedure (
  Sender: TObject;
  ErrorCode: Integer;
  const Description: String
) of Object;

property OnError: TErrorEvent 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

type TSSLServerAuthenticationEvent = procedure (
  Sender: TObject;
  CertEncoded: String;
  CertEncodedB: TBytes;
  const CertSubject: String;
  const CertIssuer: String;
  const Status: String;
  var Accept: Boolean
) of Object;

property OnSSLServerAuthentication: TSSLServerAuthenticationEvent 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

type TSSLStatusEvent = procedure (
  Sender: TObject;
  const Message: String
) of Object;

property OnSSLStatus: TSSLStatusEvent read FOnSSLStatus write FOnSSLStatus;

Remarks

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

Firewall Type

This is the firewall the component will connect through.

Remarks

When connecting through a firewall, this type is used to specify different properties of the firewall, such as the firewall Host and the FirewallType.

Fields

AutoDetect
Boolean

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

FirewallType
TiboFirewallTypes

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. Port is set to 80.
fwSOCKS4 (2)Connect through a SOCKS4 Proxy. Port is set to 1080.
fwSOCKS5 (3)Connect through a SOCKS5 Proxy. Port is set to 1080.
fwSOCKS4A (10)Connect through a SOCKS4A Proxy. Port is set to 1080.

Host
String

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

Password
String

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

Port
Integer

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

User
String

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

Constructors

constructor Create();

OFXBatchItem Type

This type corresponds to a single OFX batch item in the list of OFX batch items.

Remarks

OFXBatchItem objects are used when adding new items in the current OFX, or when listing OFX batch items (if any) returned by the FI OFX server (when the corresponding methods: PostRequest, ReadOFXDataFile, or WriteOFXDataFile are called).

Fields

Request
String

OFX request aggregate. The Request 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.

RequestType
String

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:

ValueMeaning
ACCTINFOAccount Information request
STMTBank Statement request
CCSTMTCredit Card Statement request
LOANSTMTLoan Statement request
INVSTMTInvestment Statement request
INTRAIntrabank Transfer request (Note: This is subject to synchronization and should be followed by calling the SynchronizeTransfers; method in BankTransfer component, depending on what was requested as part of the batch.)
INTERInterbank Transfer request (Note: This is subject to synchronization and should be followed by calling the SynchronizeTransfers; method in BankTransfer component, depending on what was requested as part of the batch.)
BILLPAYBill Payment request (Note: This is subject to synchronization and should be followed by calling the SynchronizePayments; and/or SynchronizePayees methods in BillPayment component, depending on what was requested as part of the batch.)
PROFFI Profile request

RequestUID
String

The current batch item's unique transaction ID.

The value in Response is parsed out of the server's response to the batch and matched to the appropriate original Request using by matching the response UID to the RequestUID.

Response
String

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

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.

Constructors

constructor Create();

Proxy Type

This is the proxy the component will connect to.

Remarks

When connecting through a proxy, this type is used to specify different properties of the proxy, such as the Server and the AuthScheme.

Fields

AuthScheme
TiboProxyAuthSchemes

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 User and Password properties are set.

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

By default, AuthScheme is authBasic (0), and if the User and Password properties are set, the component will attempt basic authentication.

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

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

For security reasons, setting this property will clear the values of User and Password.

AutoDetect
Boolean

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

Password
String

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

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

If AuthScheme is set to Digest Authentication, the User and Password properties are used to respond to the Digest Authentication challenge from the server.

If AuthScheme is set to NTLM Authentication, the User and Password properties are used to authenticate through NTLM negotiation.

Port
Integer

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

Server
String

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

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

SSL
TiboProxySSLTypes

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 component will use the psTunnel option. If the URL is an http URL, the component 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.

User
String

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

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

If AuthScheme is set to Digest Authentication, the User and Password properties are used to respond to the Digest Authentication challenge from the server.

If AuthScheme is set to NTLM Authentication, the User and Password properties are used to authenticate through NTLM negotiation.

Constructors

constructor Create();
constructor Create(valServer: String; valPort: Integer);
constructor Create(valServer: String; valPort: Integer; valUser: String; valPassword: String);

Config Settings (OFXBatch Component)

The component 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 component, 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 component will format the output XML, using the specified characters to separate multiple lines for nested XML elements. The default value is CRLF ('#13#10') .

This option should be combined with Indent for full effect.

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.

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.

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.

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" ?>
...
Indent:   The characters to use for each indentation level.

If specified, the component 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.

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.

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 component 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:

0 (none - default) No additional processing is performed.
1 Strings are XML unescaped.

For instance, when set to 0 the following text may be fired through the Characters event:

&amp;&quot;&lt;&gt;

When set to 1 the following text would be fired through the Characters event:

&'<>

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:

IdentifierName
037IBM EBCDIC - U.S./Canada
437OEM - United States
500IBM EBCDIC - International
708Arabic - ASMO 708
709Arabic - ASMO 449+, BCON V4
710Arabic - Transparent Arabic
720Arabic - Transparent ASMO
737OEM - Greek (formerly 437G)
775OEM - Baltic
850OEM - Multilingual Latin I
852OEM - Latin II
855OEM - Cyrillic (primarily Russian)
857OEM - Turkish
858OEM - Multilingual Latin I + Euro symbol
860OEM - Portuguese
861OEM - Icelandic
862OEM - Hebrew
863OEM - Canadian-French
864OEM - Arabic
865OEM - Nordic
866OEM - Russian
869OEM - Modern Greek
870IBM EBCDIC - Multilingual/ROECE (Latin-2)
874ANSI/OEM - Thai (same as 28605, ISO 8859-15)
875IBM EBCDIC - Modern Greek
932ANSI/OEM - Japanese, Shift-JIS
936ANSI/OEM - Simplified Chinese (PRC, Singapore)
949ANSI/OEM - Korean (Unified Hangul Code)
950ANSI/OEM - Traditional Chinese (Taiwan; Hong Kong SAR, PRC)
1026IBM EBCDIC - Turkish (Latin-5)
1047IBM EBCDIC - Latin 1/Open System
1140IBM EBCDIC - U.S./Canada (037 + Euro symbol)
1141IBM EBCDIC - Germany (20273 + Euro symbol)
1142IBM EBCDIC - Denmark/Norway (20277 + Euro symbol)
1143IBM EBCDIC - Finland/Sweden (20278 + Euro symbol)
1144IBM EBCDIC - Italy (20280 + Euro symbol)
1145IBM EBCDIC - Latin America/Spain (20284 + Euro symbol)
1146IBM EBCDIC - United Kingdom (20285 + Euro symbol)
1147IBM EBCDIC - France (20297 + Euro symbol)
1148IBM EBCDIC - International (500 + Euro symbol)
1149IBM EBCDIC - Icelandic (20871 + Euro symbol)
1200Unicode UCS-2 Little-Endian (BMP of ISO 10646)
1201Unicode UCS-2 Big-Endian
1250ANSI - Central European
1251ANSI - Cyrillic
1252ANSI - Latin I
1253ANSI - Greek
1254ANSI - Turkish
1255ANSI - Hebrew
1256ANSI - Arabic
1257ANSI - Baltic
1258ANSI/OEM - Vietnamese
1361Korean (Johab)
10000MAC - Roman
10001MAC - Japanese
10002MAC - Traditional Chinese (Big5)
10003MAC - Korean
10004MAC - Arabic
10005MAC - Hebrew
10006MAC - Greek I
10007MAC - Cyrillic
10008MAC - Simplified Chinese (GB 2312)
10010MAC - Romania
10017MAC - Ukraine
10021MAC - Thai
10029MAC - Latin II
10079MAC - Icelandic
10081MAC - Turkish
10082MAC - Croatia
12000Unicode UCS-4 Little-Endian
12001Unicode UCS-4 Big-Endian
20000CNS - Taiwan
20001TCA - Taiwan
20002Eten - Taiwan
20003IBM5550 - Taiwan
20004TeleText - Taiwan
20005Wang - Taiwan
20105IA5 IRV International Alphabet No. 5 (7-bit)
20106IA5 German (7-bit)
20107IA5 Swedish (7-bit)
20108IA5 Norwegian (7-bit)
20127US-ASCII (7-bit)
20261T.61
20269ISO 6937 Non-Spacing Accent
20273IBM EBCDIC - Germany
20277IBM EBCDIC - Denmark/Norway
20278IBM EBCDIC - Finland/Sweden
20280IBM EBCDIC - Italy
20284IBM EBCDIC - Latin America/Spain
20285IBM EBCDIC - United Kingdom
20290IBM EBCDIC - Japanese Katakana Extended
20297IBM EBCDIC - France
20420IBM EBCDIC - Arabic
20423IBM EBCDIC - Greek
20424IBM EBCDIC - Hebrew
20833IBM EBCDIC - Korean Extended
20838IBM EBCDIC - Thai
20866Russian - KOI8-R
20871IBM EBCDIC - Icelandic
20880IBM EBCDIC - Cyrillic (Russian)
20905IBM EBCDIC - Turkish
20924IBM EBCDIC - Latin-1/Open System (1047 + Euro symbol)
20932JIS X 0208-1990 & 0121-1990
20936Simplified Chinese (GB2312)
21025IBM EBCDIC - Cyrillic (Serbian, Bulgarian)
21027Extended Alpha Lowercase
21866Ukrainian (KOI8-U)
28591ISO 8859-1 Latin I
28592ISO 8859-2 Central Europe
28593ISO 8859-3 Latin 3
28594ISO 8859-4 Baltic
28595ISO 8859-5 Cyrillic
28596ISO 8859-6 Arabic
28597ISO 8859-7 Greek
28598ISO 8859-8 Hebrew
28599ISO 8859-9 Latin 5
28605ISO 8859-15 Latin 9
29001Europa 3
38598ISO 8859-8 Hebrew
50220ISO 2022 Japanese with no halfwidth Katakana
50221ISO 2022 Japanese with halfwidth Katakana
50222ISO 2022 Japanese JIS X 0201-1989
50225ISO 2022 Korean
50227ISO 2022 Simplified Chinese
50229ISO 2022 Traditional Chinese
50930Japanese (Katakana) Extended
50931US/Canada and Japanese
50933Korean Extended and Korean
50935Simplified Chinese Extended and Simplified Chinese
50936Simplified Chinese
50937US/Canada and Traditional Chinese
50939Japanese (Latin) Extended and Japanese
51932EUC - Japanese
51936EUC - Simplified Chinese
51949EUC - Korean
51950EUC - Traditional Chinese
52936HZ-GB2312 Simplified Chinese
54936Windows XP: GB18030 Simplified Chinese (4 Byte)
57002ISCII Devanagari
57003ISCII Bengali
57004ISCII Tamil
57005ISCII Telugu
57006ISCII Assamese
57007ISCII Oriya
57008ISCII Kannada
57009ISCII Malayalam
57010ISCII Gujarati
57011ISCII Punjabi
65000Unicode UTF-7
65001Unicode UTF-8

The following is a list of valid code page identifiers for Mac OS only:

IdentifierName
1ASCII
2NEXTSTEP
3JapaneseEUC
4UTF8
5ISOLatin1
6Symbol
7NonLossyASCII
8ShiftJIS
9ISOLatin2
10Unicode
11WindowsCP1251
12WindowsCP1252
13WindowsCP1253
14WindowsCP1254
15WindowsCP1250
21ISO2022JP
30MacOSRoman
10UTF16String
0x90000100UTF16BigEndian
0x94000100UTF16LittleEndian
0x8c000100UTF32String
0x98000100UTF32BigEndian
0x9c000100UTF32LittleEndian
65536Proprietary

LicenseInfo:   Information about the current license.

When queried, this setting will return a string containing information about the license this instance of a component is using. It will return the following information:

  • Product: The product the license is for.
  • Product Key: The key the license was generated from.
  • License Source: Where the license was found (e.g., RuntimeLicense, License File).
  • License Type: The type of license installed (e.g., Royalty Free, Single Server).
  • Last Valid Build: The last valid build number for which the license will work.
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 components: AS3Receiver, AS3Sender, Atom, Client(3DS), FTP, FTPServer, IMAP, OFTPClient, SSHClient, SCP, Server(3DS), Sexec, SFTP, SFTPServer, SSHServer, TCPClient, TCPServer.

UseInternalSecurityAPI:   Tells the component whether or not to use the system security libraries or an internal implementation.

When set to False, the component will use the system security libraries by default to perform cryptographic functions where applicable.

Setting this setting to True tells the component to use the internal implementation instead of using the system security libraries.

This setting is set to False by default on all platforms.

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.

Copyright (c) 2023 4D Payments Inc.
4D E-Banking SDK 2022 Delphi Edition - Version 22.0 [Build 8593]