OFXBatch Module

Properties   Methods   Events   Config Settings   Errors  

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

Syntax

InEBank.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 OFXBatchItemsRequest 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 OFXBatchItemsResponse 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 OFXBatchItemsResponse 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 module with short descriptions. Click on the links for further details.

Method List

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

Event List

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

Config Settings

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

FIId Property (OFXBatch Module)

Financial institution identifier.

Syntax

• Swift
• Objective-C

public var fiId: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=FIId,setter=setFIId:) NSString* FIId;

- (NSString*)FIId;
- (void)setFIId :(NSString*)newFIId;

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 Module)

Financial institution organization name.

Syntax

• Swift
• Objective-C

public var fiOrganization: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=FIOrganization,setter=setFIOrganization:) NSString* FIOrganization;

- (NSString*)FIOrganization;
- (void)setFIOrganization :(NSString*)newFIOrganization;

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 Module)

A set of properties related to firewall access.

Syntax

• Swift
• Objective-C

public var firewall: Firewall {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=firewallAutoDetect,setter=setFirewallAutoDetect:) BOOL firewallAutoDetect;

- (BOOL)firewallAutoDetect;
- (void)setFirewallAutoDetect :(BOOL)newFirewallAutoDetect;

@property (nonatomic,readwrite,assign,getter=firewallType,setter=setFirewallType:) int firewallType;

- (int)firewallType;
- (void)setFirewallType :(int)newFirewallType;

@property (nonatomic,readwrite,assign,getter=firewallHost,setter=setFirewallHost:) NSString* firewallHost;

- (NSString*)firewallHost;
- (void)setFirewallHost :(NSString*)newFirewallHost;

@property (nonatomic,readwrite,assign,getter=firewallPassword,setter=setFirewallPassword:) NSString* firewallPassword;

- (NSString*)firewallPassword;
- (void)setFirewallPassword :(NSString*)newFirewallPassword;

@property (nonatomic,readwrite,assign,getter=firewallPort,setter=setFirewallPort:) int firewallPort;

- (int)firewallPort;
- (void)setFirewallPort :(int)newFirewallPort;

@property (nonatomic,readwrite,assign,getter=firewallUser,setter=setFirewallUser:) NSString* firewallUser;

- (NSString*)firewallUser;
- (void)setFirewallUser :(NSString*)newFirewallUser;

 

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 .

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.

FIUrl Property (OFXBatch Module)

Financial institution URL.

Syntax

• Swift
• Objective-C

public var fiUrl: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=FIUrl,setter=setFIUrl:) NSString* FIUrl;

- (NSString*)FIUrl;
- (void)setFIUrl :(NSString*)newFIUrl;

Default Value

""

Remarks

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

OFXAppId Property (OFXBatch Module)

OFX application identifier.

Syntax

• Swift
• Objective-C

public var ofxAppId: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=OFXAppId,setter=setOFXAppId:) NSString* OFXAppId;

- (NSString*)OFXAppId;
- (void)setOFXAppId :(NSString*)newOFXAppId;

Default Value

""

Remarks

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

OFXAppVersion Property (OFXBatch Module)

OFX application version.

Syntax

• Swift
• Objective-C

public var ofxAppVersion: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=OFXAppVersion,setter=setOFXAppVersion:) NSString* OFXAppVersion;

- (NSString*)OFXAppVersion;
- (void)setOFXAppVersion :(NSString*)newOFXAppVersion;

Default Value

""

Remarks

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

OFXBatchItems Property (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public var ofxBatchItems: Array<OFXBatchItem> {
  get {...}
}

@property (nonatomic,readwrite,assign,getter=OFXBatchItemCount,setter=setOFXBatchItemCount:) int OFXBatchItemCount;

- (int)OFXBatchItemCount;
- (void)setOFXBatchItemCount :(int)newOFXBatchItemCount;

- (NSString*)OFXBatchItemRequest:(int)oFXBatchItemIndex;
- (void)setOFXBatchItemRequest:(int)oFXBatchItemIndex :(NSString*)newOFXBatchItemRequest;

- (NSString*)OFXBatchItemRequestType:(int)oFXBatchItemIndex;

- (NSString*)OFXBatchItemRequestUID:(int)oFXBatchItemIndex;

- (NSString*)OFXBatchItemResponse:(int)oFXBatchItemIndex;
- (void)setOFXBatchItemResponse:(int)oFXBatchItemIndex :(NSString*)newOFXBatchItemResponse;

 

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 .

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.

OFXPassword Property (OFXBatch Module)

User's password.

Syntax

• Swift
• Objective-C

public var ofxPassword: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=OFXPassword,setter=setOFXPassword:) NSString* OFXPassword;

- (NSString*)OFXPassword;
- (void)setOFXPassword :(NSString*)newOFXPassword;

Default Value

""

Remarks

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

OFXUser Property (OFXBatch Module)

User's id.

Syntax

• Swift
• Objective-C

public var ofxUser: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=OFXUser,setter=setOFXUser:) NSString* OFXUser;

- (NSString*)OFXUser;
- (void)setOFXUser :(NSString*)newOFXUser;

Default Value

""

Remarks

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

Proxy Property (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public var proxy: Proxy {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=proxyAuthScheme,setter=setProxyAuthScheme:) int proxyAuthScheme;

- (int)proxyAuthScheme;
- (void)setProxyAuthScheme :(int)newProxyAuthScheme;

@property (nonatomic,readwrite,assign,getter=proxyAutoDetect,setter=setProxyAutoDetect:) BOOL proxyAutoDetect;

- (BOOL)proxyAutoDetect;
- (void)setProxyAutoDetect :(BOOL)newProxyAutoDetect;

@property (nonatomic,readwrite,assign,getter=proxyPassword,setter=setProxyPassword:) NSString* proxyPassword;

- (NSString*)proxyPassword;
- (void)setProxyPassword :(NSString*)newProxyPassword;

@property (nonatomic,readwrite,assign,getter=proxyPort,setter=setProxyPort:) int proxyPort;

- (int)proxyPort;
- (void)setProxyPort :(int)newProxyPort;

@property (nonatomic,readwrite,assign,getter=proxyServer,setter=setProxyServer:) NSString* proxyServer;

- (NSString*)proxyServer;
- (void)setProxyServer :(NSString*)newProxyServer;

@property (nonatomic,readwrite,assign,getter=proxySSL,setter=setProxySSL:) int proxySSL;

- (int)proxySSL;
- (void)setProxySSL :(int)newProxySSL;

@property (nonatomic,readwrite,assign,getter=proxyUser,setter=setProxyUser:) NSString* proxyUser;

- (NSString*)proxyUser;
- (void)setProxyUser :(NSString*)newProxyUser;

 

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 .

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.

SSLAcceptServerCertEncoded Property (OFXBatch Module)

This is the certificate (PEM/base64 encoded).

Syntax

• Swift
• Objective-C

public var sslAcceptServerCertEncoded: String {
  get {...}
  set {...}
}

public var sslAcceptServerCertEncodedB: Data {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=SSLAcceptServerCertEncoded,setter=setSSLAcceptServerCertEncoded:) NSString* SSLAcceptServerCertEncoded;

- (NSString*)SSLAcceptServerCertEncoded;
- (void)setSSLAcceptServerCertEncoded :(NSString*)newSSLAcceptServerCertEncoded;

@property (nonatomic,readwrite,assign,getter=SSLAcceptServerCertEncodedB,setter=setSSLAcceptServerCertEncodedB:) NSData* SSLAcceptServerCertEncodedB;

- (NSData*)SSLAcceptServerCertEncodedB;
- (void)setSSLAcceptServerCertEncodedB :(NSData*)newSSLAcceptServerCertEncoded;

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.

If an error occurs when setting this property an error will not be thrown. This property has a related method which will throw an error:

public func setSSLAcceptServerCertEncodedB(sslAcceptServerCertEncoded: Data) throws
public func setSSLAcceptServerCertEncoded(sslAcceptServerCertEncoded: String) throws

SSLCertEncoded Property (OFXBatch Module)

This is the certificate (PEM/base64 encoded).

Syntax

• Swift
• Objective-C

public var sslCertEncoded: String {
  get {...}
  set {...}
}

public var sslCertEncodedB: Data {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=SSLCertEncoded,setter=setSSLCertEncoded:) NSString* SSLCertEncoded;

- (NSString*)SSLCertEncoded;
- (void)setSSLCertEncoded :(NSString*)newSSLCertEncoded;

@property (nonatomic,readwrite,assign,getter=SSLCertEncodedB,setter=setSSLCertEncodedB:) NSData* SSLCertEncodedB;

- (NSData*)SSLCertEncodedB;
- (void)setSSLCertEncodedB :(NSData*)newSSLCertEncoded;

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.

If an error occurs when setting this property an error will not be thrown. This property has a related method which will throw an error:

public func setSSLCertEncodedB(sslCertEncoded: Data) throws
public func setSSLCertEncoded(sslCertEncoded: String) throws

SSLCertStore Property (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public var sslCertStore: String {
  get {...}
  set {...}
}

public var sslCertStoreB: Data {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=SSLCertStore,setter=setSSLCertStore:) NSString* SSLCertStore;

- (NSString*)SSLCertStore;
- (void)setSSLCertStore :(NSString*)newSSLCertStore;

@property (nonatomic,readwrite,assign,getter=SSLCertStoreB,setter=setSSLCertStoreB:) NSData* SSLCertStoreB;

- (NSData*)SSLCertStoreB;
- (void)setSSLCertStoreB :(NSData*)newSSLCertStore;

Default Value

"MY"

Remarks

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

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

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

Designations of certificate stores are platform-dependent.

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

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

SSLCertStorePassword Property (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public var sslCertStorePassword: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=SSLCertStorePassword,setter=setSSLCertStorePassword:) NSString* SSLCertStorePassword;

- (NSString*)SSLCertStorePassword;
- (void)setSSLCertStorePassword :(NSString*)newSSLCertStorePassword;

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 Module)

This is the type of certificate store for this certificate.

Syntax

• Swift
• Objective-C

public var sslCertStoreType: OfxbatchSSLCertStoreTypes {
  get {...}
  set {...}
}

public enum OfxbatchSSLCertStoreTypes: Int32 {
  case cstUser = 0
  case cstMachine = 1
  case cstPFXFile = 2
  case cstPFXBlob = 3
  case cstJKSFile = 4
  case cstJKSBlob = 5
  case cstPEMKeyFile = 6
  case cstPEMKeyBlob = 7
  case cstPublicKeyFile = 8
  case cstPublicKeyBlob = 9
  case cstSSHPublicKeyBlob = 10
  case cstP7BFile = 11
  case cstP7BBlob = 12
  case cstSSHPublicKeyFile = 13
  case cstPPKFile = 14
  case cstPPKBlob = 15
  case cstXMLFile = 16
  case cstXMLBlob = 17
  case cstJWKFile = 18
  case cstJWKBlob = 19
  case cstSecurityKey = 20
  case cstBCFKSFile = 21
  case cstBCFKSBlob = 22
  case cstPKCS11 = 23
  case cstAuto = 99
}

@property (nonatomic,readwrite,assign,getter=SSLCertStoreType,setter=setSSLCertStoreType:) int SSLCertStoreType;

- (int)SSLCertStoreType;
- (void)setSSLCertStoreType :(int)newSSLCertStoreType;

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:

SSLCertSubject Property (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public var sslCertSubject: String {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=SSLCertSubject,setter=setSSLCertSubject:) NSString* SSLCertSubject;

- (NSString*)SSLCertSubject;
- (void)setSSLCertSubject :(NSString*)newSSLCertSubject;

Default Value

""

Remarks

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

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

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

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

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

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

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

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

If an error occurs when setting this property an error will not be thrown. This property has a related method which will throw an error:

public func setSSLCertSubject(sslCertSubject: String) throws

SSLProvider Property (OFXBatch Module)

This specifies the SSL/TLS implementation to use.

Syntax

• Swift
• Objective-C

public var sslProvider: OfxbatchSSLProviders {
  get {...}
  set {...}
}

public enum OfxbatchSSLProviders: Int32 {
  case sslpAutomatic = 0
  case sslpPlatform = 1
  case sslpInternal = 2
}

@property (nonatomic,readwrite,assign,getter=SSLProvider,setter=setSSLProvider:) int SSLProvider;

- (int)SSLProvider;
- (void)setSSLProvider :(int)newSSLProvider;

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:

Additional Notes

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 the platform implementation will be used by default in all cases in the macOS edition.

SSLServerCertEncoded Property (OFXBatch Module)

This is the certificate (PEM/base64 encoded).

Syntax

• Swift
• Objective-C

public var sslServerCertEncoded: String {
  get {...}
}

public var sslServerCertEncodedB: Data {
  get {...}
}

@property (nonatomic,readonly,assign,getter=SSLServerCertEncoded) NSString* SSLServerCertEncoded;

- (NSString*)SSLServerCertEncoded;

@property (nonatomic,readonly,assign,getter=SSLServerCertEncodedB) NSData* SSLServerCertEncodedB;

- (NSData*)SSLServerCertEncodedB;

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.

If an error occurs when setting this property an error will not be thrown. This property has a related method which will throw an error:

public func setSSLServerCertEncodedB(sslServerCertEncoded: Data) throws
public func setSSLServerCertEncoded(sslServerCertEncoded: String) throws

Timeout Property (OFXBatch Module)

A timeout for the module.

Syntax

• Swift
• Objective-C

public var timeout: Int32 {
  get {...}
  set {...}
}

@property (nonatomic,readwrite,assign,getter=timeout,setter=setTimeout:) int timeout;

- (int)timeout;
- (void)setTimeout :(int)newTimeout;

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 .

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 Module)

Sets or retrieves a configuration setting.

Syntax

• Swift
• Objective-C

public func config(configurationString: String) throws -> String

- (NSString*)config:(NSString*)configurationString;

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.

PostRequest Method (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public func postRequest() throws -> Void

- (void)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 OFXBatchItemsRequest array property to each OFXRequest of the corresponding component.

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

ReadOFXDataFile Method (OFXBatch Module)

Reads an OFX response from a file.

Syntax

• Swift
• Objective-C

public func readOFXDataFile(fileName: String) throws -> Void

- (void)readOFXDataFile:(NSString*)fileName;

Remarks

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

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

Reset Method (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public func reset() throws -> Void

- (void)reset;

Remarks

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

WriteOFXDataFile Method (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

public func writeOFXDataFile(fileName: String) throws -> Void

- (void)writeOFXDataFile:(NSString*)fileName;

Remarks

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

ConnectionStatus Event (OFXBatch Module)

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

Syntax

• Swift
• Objective-C

func onConnectionStatus(connectionEvent: String, statusCode: Int32, description: String)

- (void)onConnectionStatus:(NSString*)connectionEvent :(int)statusCode :(NSString*)description;

Remarks

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

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

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

Error Event (OFXBatch Module)

Information about errors during data delivery.

Syntax

• Swift
• Objective-C

func onError(errorCode: Int32, description: String)

- (void)onError:(int)errorCode :(NSString*)description;

Remarks

The Error event is fired in case of exceptional conditions during message processing. Normally the class .

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 Module)

Fired after the server presents its certificate to the client.

Syntax

• Swift
• Objective-C

func onSSLServerAuthentication(certEncoded: Data, certSubject: String, certIssuer: String, status: String, accept: inout Bool)

- (void)onSSLServerAuthentication:(NSData*)certEncoded :(NSString*)certSubject :(NSString*)certIssuer :(NSString*)status :(int*)accept;

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 Module)

Shows the progress of the secure connection.

Syntax

• Swift
• Objective-C

func onSSLStatus(message: String)

- (void)onSSLStatus:(NSString*)message;

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 and the .

Fields

Constructors

public init()

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

Constructors

public init()

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 and the .

Fields

Constructors

public init()

public init(server: , port: )

public init(server: , port: , user: , password: )

Config Settings (OFXBatch Module)

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

Trappable Errors (OFXBatch Module)

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.