InvStatement Class

Properties Methods Events Config Settings Errors

The InvStatement class is a single class that supports the SignOn and Investment Statement Download functions of Open Financial eXchange, as described by the OFX Specification version 1.0.2.

Syntax

InvStatement

Remarks

This class adds detailed investment account statement download functionality to your desktop application, or allows your web application to fetch a user's investment statement without having to redirect to another website. All downloads are done using a secure HTTPS Post to send account sign on information to a financial institution. The InvStatement class receives the secure response and parses the response into its properties.

To use the InvStatement 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. Next set the BrokerId and AccountId properties to the appropriate values to identify the account for which you wish to download a statement.

The following properties provide additional control over the request:


IncludeTransactions	Whether you want the investment transactions to be included in the statement download.
StartDate	To constrain the investment transaction list.
EndDate	To constrain the investment transaction list.
IncludePositions	Whether you want the positions to be included in the statement download.
AsOfDate	To constrain the positions list.
IncludeOpenOrders	Whether you want the open orders to be included in the statement download.
IncludeBalances	Whether you want the account balances to be included in the statement download.

Once you have finished setting the properties that describe the statement you wish to download, use the GetStatement method to build and transmit the request automatically. When the response returns, the transaction(s) properties will be populated automatically, together with StartDate, EndDate and any other data the investment statement includes.

The server's response consists of five blocks of information:

Transactions: a combination of bank transaction detail records and investment transaction detail records. Transactions only within the specified start and stop dates are sent.
Positions: positions a user has at a brokerage. Each statement response contains a complete set of position records, even if no transactions occurred in the requested statement period for a particular holding.
Balances: current balances typically reported on an FI statement, such as cash balance or buying power. They can also convey other items of interest, such as current interest rates.
Open Orders: current open trading orders that a user has at a brokerage.
Securities: any security referenced in either transactions, positions, or open orders.

Property List

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


AccountId	The account number used for the next statement download.
AsOfDate	Date for returned list of positions.
AvailableCash	Cash balance across all sub-accounts.
Balances	A list of balances in an investment statement for the date range ( StartDate and EndDate ) selected.
BrokerId	Unique identifier for the FI.
BuyingPower	Buying power.
ClosingDetails	A list of investment statement closing information for the date range ( StartDate and EndDate ) selected.
CurrencyCode	Default currency code for this statement.
EndDate	End date of requested transaction list.
FIId	Financial institution identifier.
FIOrganization	Financial institution organization name.
Firewall	A set of properties related to firewall access.
FIUrl	Financial institution URL.
ImageFileName	Filename and location to save the image content of a transaction or statement.
IncludeBalances	Specifies whether or not to include balances in the statement download.
IncludeImages	Whether the server has to return data for bank transactions or closing statements images.
IncludeOpenOrders	Specifies whether or not to include open orders in the response.
IncludePositions	Specifies whether or not to include positions in the statement download.
IncludeTransactions	Whether to include transactions in the statement download.
MarginBalance	Margin balance.
MarketingInfo	Marketing information (at most one).
OFXAccessKey	Access key value received after a MFA authentication in a previous signon.
OFXAppId	OFX application identifier.
OFXAppVersion	OFX application version.
OFXPassword	User's password.
OFXRequest	The current OFX request aggregate.
OFXResponse	The current OFX response aggregate.
OFXUser	User's id.
OFXVersion	OFX API version.
OpenOrders	A list of open orders in an investment statement for the date range ( StartDate and EndDate ) selected.
Positions	A list of positions in an investment statement for the date range ( StartDate and EndDate ) selected.
Securities	A list of securities in an investment statement for the date range ( StartDate and EndDate ) selected.
ShortBalance	Market value of all short positions.
SSLAcceptServerCert	Instructs the class to unconditionally accept the server certificate that matches the supplied certificate.
SSLCert	The certificate to be used during Secure Sockets Layer (SSL) negotiation.
SSLProvider	The Secure Sockets Layer/Transport Layer Security (SSL/TLS) implementation to use.
SSLServerCert	The server certificate for the last established connection.
StartDate	Start date of requested transaction list.
StatementDate	Date and time for the statement download.
Timeout	The timeout for the class.
Transactions	A list of transactions in an investment statement for the date range ( StartDate and EndDate ) selected.

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.
GetClosingInfo	Download a statement closing information for an investment account.
GetImage	Request and retrieve a check or statement image (if available).
GetStatement	Downloads statement for an investment account.
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	Fired to indicate changes in the connection state.
Error	Fired when information is available about errors during data delivery.
SSLServerAuthentication	Fired after the server presents its certificate to the client.
SSLStatus	Fired when secure connection progress messages are available.

Config Settings

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


AuthToken	Authentication token required for this signon session only.
ClientUId	Unique ID identifying OFX Client.
CorrectAction[i]	The action taken to a previously sent transaction corrected by the current one.
CorrectFITID[i]	The FITID of a previously sent transaction corrected by the current one.
CurrencyFormat	The format to be used for returning currency values.
DateFormat	The format to be used for input and output dates.
GetResponseVar	Parses additional information out of the response.
NewPassword	New password for the current OFX user.
OFXDateFormat	The date format as required by OFX FI server.
OFXLog	Log file for the OFX transaction.
ServerMessage	Server message if a warning or other information returned.
UserCred1A	Additional user credential required by server.
UserCred2A	Additional user credential required by server.
AcceptEncoding	Used to tell the server which types of content encodings the client supports.
AllowHTTPCompression	This property enables HTTP compression for receiving data.
AllowHTTPFallback	Whether HTTP/2 connections are permitted to fallback to HTTP/1.1.
Append	Whether to append data to LocalFile.
Authorization	The Authorization string to be sent to the server.
BytesTransferred	Contains the number of bytes transferred in the response data.
ChunkSize	Specifies the chunk size in bytes when using chunked encoding.
CompressHTTPRequest	Set to true to compress the body of a PUT or POST request.
EncodeURL	If set to True the URL will be encoded by the class.
FollowRedirects	Determines what happens when the server issues a redirect.
GetOn302Redirect	If set to True the class will perform a GET on the new location.
HTTP2HeadersWithoutIndexing	HTTP2 headers that should not update the dynamic header table with incremental indexing.
HTTPVersion	The version of HTTP used by the class.
IfModifiedSince	A date determining the maximum age of the desired document.
KeepAlive	Determines whether the HTTP connection is closed after completion of the request.
KerberosSPN	The Service Principal Name for the Kerberos Domain Controller.
LogLevel	The level of detail that is logged.
MaxRedirectAttempts	Limits the number of redirects that are followed in a request.
NegotiatedHTTPVersion	The negotiated HTTP version.
OtherHeaders	Other headers as determined by the user (optional).
ProxyAuthorization	The authorization string to be sent to the proxy server.
ProxyAuthScheme	The authorization scheme to be used for the proxy.
ProxyPassword	A password if authentication is to be used for the proxy.
ProxyPort	Port for the proxy server (default 80).
ProxyServer	Name or IP address of a proxy server (optional).
ProxyUser	A user name if authentication is to be used for the proxy.
SentHeaders	The full set of headers as sent by the client.
StatusCode	The status code of the last response from the server.
StatusLine	The first line of the last response from the server.
TransferredData	The contents of the last response from the server.
TransferredDataLimit	The maximum number of incoming bytes to be stored by the class.
TransferredHeaders	The full set of headers as received from the server.
TransferredRequest	The full request as sent by the client.
UseChunkedEncoding	Enables or Disables HTTP chunked encoding for transfers.
UseIDNs	Whether to encode hostnames to internationalized domain names.
UsePlatformHTTPClient	Whether or not to use the platform HTTP client.
UseProxyAutoConfigURL	Whether to use a Proxy auto-config file when attempting a connection.
UserAgent	Information about the user agent (browser).
ConnectionTimeout	Sets a separate timeout value for establishing a connection.
FirewallAutoDetect	Tells the class whether or not to automatically detect and use firewall system settings, if available.
FirewallHost	Name or IP address of firewall (optional).
FirewallPassword	Password to be used if authentication is to be used when connecting through the firewall.
FirewallPort	The TCP port for the FirewallHost;.
FirewallType	Determines the type of firewall to connect through.
FirewallUser	A user name if authentication is to be used connecting through a firewall.
KeepAliveInterval	The retry interval, in milliseconds, to be used when a TCP keep-alive packet is sent and no response is received.
KeepAliveRetryCount	The number of keep-alive packets to be sent before the remotehost is considered disconnected.
KeepAliveTime	The inactivity time in milliseconds before a TCP keep-alive packet is sent.
Linger	When set to True, connections are terminated gracefully.
LingerTime	Time in seconds to have the connection linger.
LocalHost	The name of the local host through which connections are initiated or accepted.
LocalPort	The port in the local host where the class binds.
MaxLineLength	The maximum amount of data to accumulate when no EOL is found.
MaxTransferRate	The transfer rate limit in bytes per second.
ProxyExceptionsList	A semicolon separated list of hosts and IPs to bypass when using a proxy.
TCPKeepAlive	Determines whether or not the keep alive socket option is enabled.
TcpNoDelay	Whether or not to delay when sending packets.
UseIPv6	Whether to use IPv6.
LogSSLPackets	Controls whether SSL packets are logged when using the internal security API.
OpenSSLCADir	The path to a directory containing CA certificates.
OpenSSLCAFile	Name of the file containing the list of CA's trusted by your application.
OpenSSLCipherList	A string that controls the ciphers to be used by SSL.
OpenSSLPrngSeedData	The data to seed the pseudo random number generator (PRNG).
ReuseSSLSession	Determines if the SSL session is reused.
SSLCACertFilePaths	The paths to CA certificate files on Unix/Linux.
SSLCACerts	A newline separated list of CA certificates to be included when performing an SSL handshake.
SSLCipherStrength	The minimum cipher strength used for bulk encryption.
SSLClientCACerts	A newline separated list of CA certificates to use during SSL client certificate validation.
SSLEnabledCipherSuites	The cipher suite to be used in an SSL negotiation.
SSLEnabledProtocols	Used to enable/disable the supported security protocols.
SSLEnableRenegotiation	Whether the renegotiation_info SSL extension is supported.
SSLIncludeCertChain	Whether the entire certificate chain is included in the SSLServerAuthentication event.
SSLKeyLogFile	The location of a file where per-session secrets are written for debugging purposes.
SSLNegotiatedCipher	Returns the negotiated cipher suite.
SSLNegotiatedCipherStrength	Returns the negotiated cipher suite strength.
SSLNegotiatedCipherSuite	Returns the negotiated cipher suite.
SSLNegotiatedKeyExchange	Returns the negotiated key exchange algorithm.
SSLNegotiatedKeyExchangeStrength	Returns the negotiated key exchange algorithm strength.
SSLNegotiatedVersion	Returns the negotiated protocol version.
SSLSecurityFlags	Flags that control certificate verification.
SSLServerCACerts	A newline separated list of CA certificates to use during SSL server certificate validation.
TLS12SignatureAlgorithms	Defines the allowed TLS 1.2 signature algorithms when SSLProvider is set to Internal.
TLS12SupportedGroups	The supported groups for ECC.
TLS13KeyShareGroups	The groups for which to pregenerate key shares.
TLS13SignatureAlgorithms	The allowed certificate signature algorithms.
TLS13SupportedGroups	The supported groups for (EC)DHE key exchange.
AbsoluteTimeout	Determines whether timeouts are inactivity timeouts or absolute timeouts.
FirewallData	Used to send extra data to the firewall.
InBufferSize	The size in bytes of the incoming queue of the socket.
OutBufferSize	The size in bytes of the outgoing queue of the socket.
BuildInfo	Information about the product's build.
CodePage	The system code page used for Unicode to Multibyte translations.
LicenseInfo	Information about the current license.
MaskSensitiveData	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	Whether or not to use the system security libraries or an internal implementation.

AccountId Property (InvStatement Class)

The account number used for the next statement download.

Syntax

ANSI (Cross Platform)
char* GetAccountId();
int SetAccountId(const char* lpszAccountId);

Unicode (Windows)
LPWSTR GetAccountId();
INT SetAccountId(LPCWSTR lpszAccountId);

char* inebank_invstatement_getaccountid(void* lpObj);
int inebank_invstatement_setaccountid(void* lpObj, const char* lpszAccountId);

QString GetAccountId();
int SetAccountId(QString qsAccountId);

Default Value

Remarks

This is the account number for which the user wishes to download a statement. This is used during signon. This property is required to be specified when the GetStatement method is called and is also included in the server response.

Data Type

String

AsOfDate Property (InvStatement Class)

Date for returned list of positions.

Syntax

ANSI (Cross Platform)
char* GetAsOfDate();
int SetAsOfDate(const char* lpszAsOfDate);

Unicode (Windows)
LPWSTR GetAsOfDate();
INT SetAsOfDate(LPCWSTR lpszAsOfDate);

char* inebank_invstatement_getasofdate(void* lpObj);
int inebank_invstatement_setasofdate(void* lpObj, const char* lpszAsOfDate);

QString GetAsOfDate();
int SetAsOfDate(QString qsAsOfDate);

Default Value

Remarks

This property is optional. It must be specified when IncludePositions property is set to True. If it is not included with the request, the server should return the most current position information available.

All input dates should be entered in the format specified by DateFormat. For example, if the DateFormat is set to "MM/dd/yyyy hh:mm:ss" (default value), an input date should look like: 09/30/2009 12:00:00 AM.

This format specifies also how the returned dates are going to get parsed.

Data Type

String

AvailableCash Property (InvStatement Class)

Cash balance across all sub-accounts.

Syntax

ANSI (Cross Platform)
char* GetAvailableCash();

Unicode (Windows)
LPWSTR GetAvailableCash();

char* inebank_invstatement_getavailablecash(void* lpObj);

QString GetAvailableCash();

Default Value

Remarks

This should include sweep funds as well.

This field is always returned with the balance information if such information is requested to be included (IncludeBalances was set to True) in the investment statement download request (when calling the GetStatement method).

This property is read-only.

Data Type

String

Balances Property (InvStatement Class)

A list of balances in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

InEBankList<InEBankBalanceDetail>* GetBalances();

int inebank_invstatement_getbalcount(void* lpObj);

char* inebank_invstatement_getbalaggregate(void* lpObj, int balindex);

char* inebank_invstatement_getbalamount(void* lpObj, int balindex);

int inebank_invstatement_getbaltype(void* lpObj, int balindex);

char* inebank_invstatement_getbaldescription(void* lpObj, int balindex);

char* inebank_invstatement_getbalname(void* lpObj, int balindex);

char* inebank_invstatement_getbaltypedescription(void* lpObj, int balindex);

int GetBalCount();

QString GetBalAggregate(int iBalIndex);

QString GetBalAmount(int iBalIndex);

int GetBalType(int iBalIndex);

QString GetBalDescription(int iBalIndex);

QString GetBalName(int iBalIndex);

QString GetBalTypeDescription(int iBalIndex);

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each BalIndex = 0 to BalCount - 1.

Each investment balance has a Aggregate, Amount, BalType, Description, Name, and TypeDescription tied to it.

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

Data Type

InEBankBalanceDetail

BrokerId Property (InvStatement Class)

Unique identifier for the FI.

Syntax

ANSI (Cross Platform)
char* GetBrokerId();
int SetBrokerId(const char* lpszBrokerId);

Unicode (Windows)
LPWSTR GetBrokerId();
INT SetBrokerId(LPCWSTR lpszBrokerId);

char* inebank_invstatement_getbrokerid(void* lpObj);
int inebank_invstatement_setbrokerid(void* lpObj, const char* lpszBrokerId);

QString GetBrokerId();
int SetBrokerId(QString qsBrokerId);

Default Value

Remarks

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

It is required to be specified when the GetStatement method is called and is also included in the server response.

Data Type

String

BuyingPower Property (InvStatement Class)

Buying power.

Syntax

ANSI (Cross Platform)
char* GetBuyingPower();

Unicode (Windows)
LPWSTR GetBuyingPower();

char* inebank_invstatement_getbuyingpower(void* lpObj);

QString GetBuyingPower();

Default Value

Remarks

The amount of money available to buy securities. In a margin account, the buying power is the total cash held in the brokerage account plus maximum margin available.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

This property is read-only.

Data Type

String

ClosingDetails Property (InvStatement Class)

A list of investment statement closing information for the date range ( StartDate and EndDate ) selected.

Syntax

InEBankList<InEBankClosingDetail>* GetClosingDetails();

int inebank_invstatement_getclosingdetailcount(void* lpObj);

char* inebank_invstatement_getclosingdetailaggregate(void* lpObj, int closingdetailindex);

char* inebank_invstatement_getclosingdetailfitid(void* lpObj, int closingdetailindex);

char* inebank_invstatement_getclosingdetailimageref(void* lpObj, int closingdetailindex);

char* inebank_invstatement_getclosingdetailimagereftype(void* lpObj, int closingdetailindex);

int GetClosingDetailCount();

QString GetClosingDetailAggregate(int iClosingDetailIndex);

QString GetClosingDetailFITID(int iClosingDetailIndex);

QString GetClosingDetailImageRef(int iClosingDetailIndex);

QString GetClosingDetailImageRefType(int iClosingDetailIndex);

Remarks

This collection is populated when the GetClosingInfo and ReadOFXDataFile methods are called. It should be inspected for each ClosingDetailIndex = 0 to ClosingDetailCount - 1.

Each statement closing information has a Aggregate, FITID, ImageRef, and ImageRefType tied to it.

This is applicable only for OFX Version 2.1.x.

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

Data Type

InEBankClosingDetail

CurrencyCode Property (InvStatement Class)

Default currency code for this statement.

Syntax

ANSI (Cross Platform)
char* GetCurrencyCode();

Unicode (Windows)
LPWSTR GetCurrencyCode();

char* inebank_invstatement_getcurrencycode(void* lpObj);

QString GetCurrencyCode();

Default Value

Remarks

Indicates how to interpret the monetary amounts in the current statement. This is a 3-character ISO-4217 currency code, such as USD and EUR.

This property is read-only.

Data Type

String

EndDate Property (InvStatement Class)

End date of requested transaction list.

Syntax

ANSI (Cross Platform)
char* GetEndDate();
int SetEndDate(const char* lpszEndDate);

Unicode (Windows)
LPWSTR GetEndDate();
INT SetEndDate(LPCWSTR lpszEndDate);

char* inebank_invstatement_getenddate(void* lpObj);
int inebank_invstatement_setenddate(void* lpObj, const char* lpszEndDate);

QString GetEndDate();
int SetEndDate(QString qsEndDate);

Default Value

Remarks

Date range if transactions should be downloaded. This is a string representing the date at which to stop listing transactions on the statement. Use this property and StartDate to constrain the list of transactions retrieved when calling GetStatement. This property is optional and can be specified when IncludeTransactions property is set to True. If this is empty, today's date will be passed in the request by default.

This is the value that should be sent in the next StartDate request to insure that no transactions are missed.

The EndDate will be returned in the server's response either with the value provided in the request, or as today's date if an end date was not included in the request.

This format specifies also how the returned dates are going to get parsed.

Data Type

String

FIId Property (InvStatement 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_invstatement_getfiid(void* lpObj);
int inebank_invstatement_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 (InvStatement 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_invstatement_getfiorganization(void* lpObj);
int inebank_invstatement_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

Firewall Property (InvStatement Class)

A set of properties related to firewall access.

Syntax

InEBankFirewall* GetFirewall();
int SetFirewall(InEBankFirewall* val);

int inebank_invstatement_getfirewallautodetect(void* lpObj);
int inebank_invstatement_setfirewallautodetect(void* lpObj, int bFirewallAutoDetect);

int inebank_invstatement_getfirewalltype(void* lpObj);
int inebank_invstatement_setfirewalltype(void* lpObj, int iFirewallType);

char* inebank_invstatement_getfirewallhost(void* lpObj);
int inebank_invstatement_setfirewallhost(void* lpObj, const char* lpszFirewallHost);

char* inebank_invstatement_getfirewallpassword(void* lpObj);
int inebank_invstatement_setfirewallpassword(void* lpObj, const char* lpszFirewallPassword);

int inebank_invstatement_getfirewallport(void* lpObj);
int inebank_invstatement_setfirewallport(void* lpObj, int iFirewallPort);

char* inebank_invstatement_getfirewalluser(void* lpObj);
int inebank_invstatement_setfirewalluser(void* lpObj, const char* lpszFirewallUser);

bool GetFirewallAutoDetect();
int SetFirewallAutoDetect(bool bFirewallAutoDetect);

int GetFirewallType();
int SetFirewallType(int iFirewallType);

QString GetFirewallHost();
int SetFirewallHost(QString qsFirewallHost);

QString GetFirewallPassword();
int SetFirewallPassword(QString qsFirewallPassword);

int GetFirewallPort();
int SetFirewallPort(int iFirewallPort);

QString GetFirewallUser();
int SetFirewallUser(QString qsFirewallUser);

Remarks

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

Data Type

InEBankFirewall

FIUrl Property (InvStatement 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_invstatement_getfiurl(void* lpObj);
int inebank_invstatement_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

ImageFileName Property (InvStatement Class)

Filename and location to save the image content of a transaction or statement.

Syntax

ANSI (Cross Platform)
char* GetImageFileName();
int SetImageFileName(const char* lpszImageFileName);

Unicode (Windows)
LPWSTR GetImageFileName();
INT SetImageFileName(LPCWSTR lpszImageFileName);

char* inebank_invstatement_getimagefilename(void* lpObj);
int inebank_invstatement_setimagefilename(void* lpObj, const char* lpszImageFileName);

QString GetImageFileName();
int SetImageFileName(QString qsImageFileName);

Default Value

Remarks

When calling the GetImage method, the image content is returned by that method. If you want the image content to be written to disk, you can set the ImageFileName to a desired file name without specifying the type. The file type will be set automatically depending on the image type supported by the server. Possible image types are: jpeg, tiff, png, pdf.

If the filename exists, you can choose to overwrite it or not by setting the Overwrite config setting (which defaults to True).

Note: Image download is available only for OFX version 2.1.1. When this method is called, the OFXVersion is automatically set to '211'.

Data Type

String

IncludeBalances Property (InvStatement Class)

Specifies whether or not to include balances in the statement download.

Syntax

ANSI (Cross Platform)
int GetIncludeBalances();
int SetIncludeBalances(int bIncludeBalances);

Unicode (Windows)
BOOL GetIncludeBalances();
INT SetIncludeBalances(BOOL bIncludeBalances);

int inebank_invstatement_getincludebalances(void* lpObj);
int inebank_invstatement_setincludebalances(void* lpObj, int bIncludeBalances);

bool GetIncludeBalances();
int SetIncludeBalances(bool bIncludeBalances);

Default Value

TRUE

Remarks

This property is required when the GetStatement method is called.

Data Type

Boolean

IncludeImages Property (InvStatement Class)

Whether the server has to return data for bank transactions or closing statements images.

Syntax

ANSI (Cross Platform)
int GetIncludeImages();
int SetIncludeImages(int bIncludeImages);

Unicode (Windows)
BOOL GetIncludeImages();
INT SetIncludeImages(BOOL bIncludeImages);

int inebank_invstatement_getincludeimages(void* lpObj);
int inebank_invstatement_setincludeimages(void* lpObj, int bIncludeImages);

bool GetIncludeImages();
int SetIncludeImages(bool bIncludeImages);

Default Value

FALSE

Remarks

If False (default value), the server will not return any image references in the response.

Otherwise, if the FI supports image download service :

when the GetStatement method is called, the server will return the image references for each transaction (e.g., check image).
when the GetClosingInfo method is called, the server will return a reference to the statement closing information image.

These references can then be used as parameters when the GetImage method is called.

This is optional and supported in OFX 2.1.1 version only (i.e., if this is requested, the OFXVersion should be set to '211').

Note: Clients may request images in statement download and/or closing requests in various message sets. But not all FIs support image download. Prior to requesting these images, clients must verify that support exists on the server for image download. This is indicated by the presence of the IMAGEMSGSET aggregate in the profile response, as well as the IMAGEPROF aggregate in the profile response for the specific message set in question.

For instance, if a client wishes to request transaction images in the banking statement download request, the client must verify the presence of IMAGEMSGSET in the profile as well as transaction image support in the IMAGEPROF aggregate in the BANKMSGSET in the profile. Image download requests are allowed only in OFX 2.1.1 in the Banking, Credit Card, Loan and Investments message sets.

To verify whether your FI supports this service, you should check its profile (by calling the GetProfile method in FIProfile class) and check the values of FIMessageSetTxImage and FIMessageSetClosingInfoImage for each message set (bank, credit card, loan and investment).

Data Type

Boolean

IncludeOpenOrders Property (InvStatement Class)

Specifies whether or not to include open orders in the response.

Syntax

ANSI (Cross Platform)
int GetIncludeOpenOrders();
int SetIncludeOpenOrders(int bIncludeOpenOrders);

Unicode (Windows)
BOOL GetIncludeOpenOrders();
INT SetIncludeOpenOrders(BOOL bIncludeOpenOrders);

int inebank_invstatement_getincludeopenorders(void* lpObj);
int inebank_invstatement_setincludeopenorders(void* lpObj, int bIncludeOpenOrders);

bool GetIncludeOpenOrders();
int SetIncludeOpenOrders(bool bIncludeOpenOrders);

Default Value

TRUE

Remarks

This property is required when the GetStatement method is called.

Data Type

Boolean

IncludePositions Property (InvStatement Class)

Specifies whether or not to include positions in the statement download.

Syntax

ANSI (Cross Platform)
int GetIncludePositions();
int SetIncludePositions(int bIncludePositions);

Unicode (Windows)
BOOL GetIncludePositions();
INT SetIncludePositions(BOOL bIncludePositions);

int inebank_invstatement_getincludepositions(void* lpObj);
int inebank_invstatement_setincludepositions(void* lpObj, int bIncludePositions);

bool GetIncludePositions();
int SetIncludePositions(bool bIncludePositions);

Default Value

TRUE

Remarks

This property is required when the GetStatement method is called.

Data Type

Boolean

IncludeTransactions Property (InvStatement Class)

Whether to include transactions in the statement download.

Syntax

ANSI (Cross Platform)
int GetIncludeTransactions();
int SetIncludeTransactions(int bIncludeTransactions);

Unicode (Windows)
BOOL GetIncludeTransactions();
INT SetIncludeTransactions(BOOL bIncludeTransactions);

int inebank_invstatement_getincludetransactions(void* lpObj);
int inebank_invstatement_setincludetransactions(void* lpObj, int bIncludeTransactions);

bool GetIncludeTransactions();
int SetIncludeTransactions(bool bIncludeTransactions);

Default Value

TRUE

Remarks

This property is required when the GetStatement method is called.

Data Type

Boolean

MarginBalance Property (InvStatement Class)

Margin balance.

Syntax

ANSI (Cross Platform)
char* GetMarginBalance();

Unicode (Windows)
LPWSTR GetMarginBalance();

char* inebank_invstatement_getmarginbalance(void* lpObj);

QString GetMarginBalance();

Default Value

Remarks

A positive balance indicates a positive cash balance, while a negative balance indicates the customer has borrowed funds.

This property is read-only.

Data Type

String

MarketingInfo Property (InvStatement Class)

Marketing information (at most one).

Syntax

ANSI (Cross Platform)
char* GetMarketingInfo();

Unicode (Windows)
LPWSTR GetMarketingInfo();

char* inebank_invstatement_getmarketinginfo(void* lpObj);

QString GetMarketingInfo();

Default Value

Remarks

Optional. This information might be returned when the GetStatement method is called.

This property is read-only.

Data Type

String

OFXAccessKey Property (InvStatement Class)

Access key value received after a MFA authentication in a previous signon.

Syntax

ANSI (Cross Platform)
char* GetOFXAccessKey();
int SetOFXAccessKey(const char* lpszOFXAccessKey);

Unicode (Windows)
LPWSTR GetOFXAccessKey();
INT SetOFXAccessKey(LPCWSTR lpszOFXAccessKey);

char* inebank_invstatement_getofxaccesskey(void* lpObj);
int inebank_invstatement_setofxaccesskey(void* lpObj, const char* lpszOFXAccessKey);

QString GetOFXAccessKey();
int SetOFXAccessKey(QString qsOFXAccessKey);

Default Value

Remarks

This might be returned in the server response after a MFA authentication (i.e. MFA challenge question/answer pairs were validated by the server when the SendChallengeAnswers method in FIProfile class was called).

To prevent servers from needing to authenticate the user in each OFX request, the server may respond to a correct set of challenge answers with a OFXAccessKey on the signon response (when the SendChallengeAnswers method in FIProfile class was called).

The server determines the contents of this optional element. On each subsequent signon request, the client will send the last value of the OFXAccessKey it has received, even after the end of the current session. The server has the option to respond to any subsequent request with a 3000 error code, requiring the client to send the MFA challenge questions request again (by calling the RequestChallengeQuestions method in FIProfile class). This allows the server to determine the lifetime of the OFXAccessKey.

Data Type

String

OFXAppId Property (InvStatement 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_invstatement_getofxappid(void* lpObj);
int inebank_invstatement_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 (InvStatement 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_invstatement_getofxappversion(void* lpObj);
int inebank_invstatement_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

OFXPassword Property (InvStatement 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_invstatement_getofxpassword(void* lpObj);
int inebank_invstatement_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

OFXRequest Property (InvStatement Class)

The current OFX request aggregate.

Syntax

ANSI (Cross Platform)
char* GetOFXRequest();

Unicode (Windows)
LPWSTR GetOFXRequest();

char* inebank_invstatement_getofxrequest(void* lpObj);

QString GetOFXRequest();

Default Value

Remarks

Polling OFXRequest will cause the class to generate and return an OFX request aggregate.

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

Data Type

String

OFXResponse Property (InvStatement Class)

The current OFX response aggregate.

Syntax

ANSI (Cross Platform)
char* GetOFXResponse();
int SetOFXResponse(const char* lpszOFXResponse);

Unicode (Windows)
LPWSTR GetOFXResponse();
INT SetOFXResponse(LPCWSTR lpszOFXResponse);

char* inebank_invstatement_getofxresponse(void* lpObj);
int inebank_invstatement_setofxresponse(void* lpObj, const char* lpszOFXResponse);

QString GetOFXResponse();
int SetOFXResponse(QString qsOFXResponse);

Default Value

Remarks

This can be used especially for debugging purposes. This can also be used to parse an OFX Response. To do so, you can set the OFX Response data (in string format) to OFXResponse. Once set, the supplied OFX data will be parsed and will populate the same read-only properties that ReadOFXDataFile does.

This property is not available at design time.

Data Type

String

OFXUser Property (InvStatement 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_invstatement_getofxuser(void* lpObj);
int inebank_invstatement_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

OFXVersion Property (InvStatement Class)

OFX API version.

Syntax

ANSI (Cross Platform)
char* GetOFXVersion();
int SetOFXVersion(const char* lpszOFXVersion);

Unicode (Windows)
LPWSTR GetOFXVersion();
INT SetOFXVersion(LPCWSTR lpszOFXVersion);

char* inebank_invstatement_getofxversion(void* lpObj);
int inebank_invstatement_setofxversion(void* lpObj, const char* lpszOFXVersion);

QString GetOFXVersion();
int SetOFXVersion(QString qsOFXVersion);

Default Value

"102"

Remarks

This is the OFX API version used in all requests sent to your FI server (such as 1.0.2, 2.0.1, 2.1.1, etc.). Valid values: 102, 103, 200, 201, 203, 210, 211. Note that not all OFX Versions are supported by FIs.

Note: If the OFXVersion is set to 1x, the request and the response are going to be in SGML format. If set to 2x, the request will be in XML format (the response format depends on the FI's server capabilities). Note that if the OFX FI server does not support version 2x, the server will return an error (such as 'Bad Request').

Certain services are available only for a specific OFX version. For example, image download, is available only in OFX version 2.1.1.

Data Type

String

OpenOrders Property (InvStatement Class)

A list of open orders in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

InEBankList<InEBankOpenOrderDetail>* GetOpenOrders();

int inebank_invstatement_getoocount(void* lpObj);

char* inebank_invstatement_getooaggregate(void* lpObj, int ooindex);

char* inebank_invstatement_getoobuytype(void* lpObj, int ooindex);

char* inebank_invstatement_getoodateplaced(void* lpObj, int ooindex);

char* inebank_invstatement_getooduration(void* lpObj, int ooindex);

char* inebank_invstatement_getoofitid(void* lpObj, int ooindex);

char* inebank_invstatement_getoomemo(void* lpObj, int ooindex);

int inebank_invstatement_getootype(void* lpObj, int ooindex);

char* inebank_invstatement_getoorestriction(void* lpObj, int ooindex);

char* inebank_invstatement_getoosecurityid(void* lpObj, int ooindex);

char* inebank_invstatement_getooselltype(void* lpObj, int ooindex);

char* inebank_invstatement_getoosubaccounttype(void* lpObj, int ooindex);

char* inebank_invstatement_getootypedescription(void* lpObj, int ooindex);

char* inebank_invstatement_getoounits(void* lpObj, int ooindex);

char* inebank_invstatement_getoounittype(void* lpObj, int ooindex);

int GetOOCount();

QString GetOOAggregate(int iOOIndex);

QString GetOOBuyType(int iOOIndex);

QString GetOODatePlaced(int iOOIndex);

QString GetOODuration(int iOOIndex);

QString GetOOFITID(int iOOIndex);

QString GetOOMemo(int iOOIndex);

int GetOOType(int iOOIndex);

QString GetOORestriction(int iOOIndex);

QString GetOOSecurityId(int iOOIndex);

QString GetOOSellType(int iOOIndex);

QString GetOOSubAccountType(int iOOIndex);

QString GetOOTypeDescription(int iOOIndex);

QString GetOOUnits(int iOOIndex);

QString GetOOUnitType(int iOOIndex);

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each OOIndex = 0 to OOCount - 1.

Each open order has a Aggregate, BuyType, DatePlaced, Duration, FITID, Memo, OOType, Restriction, SecurityId, SellType, SubAccountType, TypeDescription, UnitType, and Units tied to it.

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

Data Type

InEBankOpenOrderDetail

Positions Property (InvStatement Class)

A list of positions in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

InEBankList<InEBankPositionDetail>* GetPositions();

int inebank_invstatement_getposcount(void* lpObj);

char* inebank_invstatement_getposaccount(void* lpObj, int posindex);

char* inebank_invstatement_getposaggregate(void* lpObj, int posindex);

char* inebank_invstatement_getposdatepriceasof(void* lpObj, int posindex);

char* inebank_invstatement_getposmarketvalue(void* lpObj, int posindex);

char* inebank_invstatement_getposmemo(void* lpObj, int posindex);

char* inebank_invstatement_getposoption(void* lpObj, int posindex);

int inebank_invstatement_getpostype(void* lpObj, int posindex);

char* inebank_invstatement_getpossecurityid(void* lpObj, int posindex);

char* inebank_invstatement_getpostypedescription(void* lpObj, int posindex);

char* inebank_invstatement_getposunitprice(void* lpObj, int posindex);

char* inebank_invstatement_getposunits(void* lpObj, int posindex);

int GetPosCount();

QString GetPosAccount(int iPosIndex);

QString GetPosAggregate(int iPosIndex);

QString GetPosDatePriceAsOf(int iPosIndex);

QString GetPosMarketValue(int iPosIndex);

QString GetPosMemo(int iPosIndex);

QString GetPosOption(int iPosIndex);

int GetPosType(int iPosIndex);

QString GetPosSecurityId(int iPosIndex);

QString GetPosTypeDescription(int iPosIndex);

QString GetPosUnitPrice(int iPosIndex);

QString GetPosUnits(int iPosIndex);

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each PosIndex = 0 to PosCount - 1.

Each position has a Aggregate, Account, DatePriceAsOf, MarketValue, Memo, Option, PosType, SecurityId, TypeDescription, UnitPrice, and Units tied to it.

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

Data Type

InEBankPositionDetail

Securities Property (InvStatement Class)

A list of securities in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

InEBankList<InEBankSecurityDetail>* GetSecurities();

int inebank_invstatement_getseccount(void* lpObj);

char* inebank_invstatement_getsecaggregate(void* lpObj, int secindex);

char* inebank_invstatement_getsecassetclass(void* lpObj, int secindex);

char* inebank_invstatement_getsecfitid(void* lpObj, int secindex);

char* inebank_invstatement_getsecmemo(void* lpObj, int secindex);

char* inebank_invstatement_getsecname(void* lpObj, int secindex);

int inebank_invstatement_getsectype(void* lpObj, int secindex);

char* inebank_invstatement_getsecsecurityid(void* lpObj, int secindex);

char* inebank_invstatement_getsecticker(void* lpObj, int secindex);

char* inebank_invstatement_getsectypedescription(void* lpObj, int secindex);

char* inebank_invstatement_getsecunitprice(void* lpObj, int secindex);

char* inebank_invstatement_getsecyield(void* lpObj, int secindex);

int GetSecCount();

QString GetSecAggregate(int iSecIndex);

QString GetSecAssetClass(int iSecIndex);

QString GetSecFITID(int iSecIndex);

QString GetSecMemo(int iSecIndex);

QString GetSecName(int iSecIndex);

int GetSecType(int iSecIndex);

QString GetSecSecurityId(int iSecIndex);

QString GetSecTicker(int iSecIndex);

QString GetSecTypeDescription(int iSecIndex);

QString GetSecUnitPrice(int iSecIndex);

QString GetSecYield(int iSecIndex);

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each SecIndex = 0 to SecCount - 1.

Each investment security has a Aggregate, AssetClass, FITID, Memo, Name, SecType, SecurityId, Ticker, UnitPrice, Yield, and TypeDescription tied to it.

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

Data Type

InEBankSecurityDetail

ShortBalance Property (InvStatement Class)

Market value of all short positions.

Syntax

ANSI (Cross Platform)
char* GetShortBalance();

Unicode (Windows)
LPWSTR GetShortBalance();

char* inebank_invstatement_getshortbalance(void* lpObj);

QString GetShortBalance();

Default Value

Remarks

This property is read-only.

Data Type

String

SSLAcceptServerCert Property (InvStatement Class)

Instructs the class to unconditionally accept the server certificate that matches the supplied certificate.

Syntax

InEBankCertificate* GetSSLAcceptServerCert();
int SetSSLAcceptServerCert(InEBankCertificate* val);

char* inebank_invstatement_getsslacceptservercerteffectivedate(void* lpObj);

char* inebank_invstatement_getsslacceptservercertexpirationdate(void* lpObj);

char* inebank_invstatement_getsslacceptservercertextendedkeyusage(void* lpObj);

char* inebank_invstatement_getsslacceptservercertfingerprint(void* lpObj);

char* inebank_invstatement_getsslacceptservercertfingerprintsha1(void* lpObj);

char* inebank_invstatement_getsslacceptservercertfingerprintsha256(void* lpObj);

char* inebank_invstatement_getsslacceptservercertissuer(void* lpObj);

char* inebank_invstatement_getsslacceptservercertprivatekey(void* lpObj);

int inebank_invstatement_getsslacceptservercertprivatekeyavailable(void* lpObj);

char* inebank_invstatement_getsslacceptservercertprivatekeycontainer(void* lpObj);

char* inebank_invstatement_getsslacceptservercertpublickey(void* lpObj);

char* inebank_invstatement_getsslacceptservercertpublickeyalgorithm(void* lpObj);

int inebank_invstatement_getsslacceptservercertpublickeylength(void* lpObj);

char* inebank_invstatement_getsslacceptservercertserialnumber(void* lpObj);

char* inebank_invstatement_getsslacceptservercertsignaturealgorithm(void* lpObj);

int inebank_invstatement_getsslacceptservercertstore(void* lpObj, char** lpSSLAcceptServerCertStore, int* lenSSLAcceptServerCertStore);
int inebank_invstatement_setsslacceptservercertstore(void* lpObj, const char* lpSSLAcceptServerCertStore, int lenSSLAcceptServerCertStore);

char* inebank_invstatement_getsslacceptservercertstorepassword(void* lpObj);
int inebank_invstatement_setsslacceptservercertstorepassword(void* lpObj, const char* lpszSSLAcceptServerCertStorePassword);

int inebank_invstatement_getsslacceptservercertstoretype(void* lpObj);
int inebank_invstatement_setsslacceptservercertstoretype(void* lpObj, int iSSLAcceptServerCertStoreType);

char* inebank_invstatement_getsslacceptservercertsubjectaltnames(void* lpObj);

char* inebank_invstatement_getsslacceptservercertthumbprintmd5(void* lpObj);

char* inebank_invstatement_getsslacceptservercertthumbprintsha1(void* lpObj);

char* inebank_invstatement_getsslacceptservercertthumbprintsha256(void* lpObj);

char* inebank_invstatement_getsslacceptservercertusage(void* lpObj);

int inebank_invstatement_getsslacceptservercertusageflags(void* lpObj);

char* inebank_invstatement_getsslacceptservercertversion(void* lpObj);

char* inebank_invstatement_getsslacceptservercertsubject(void* lpObj);
int inebank_invstatement_setsslacceptservercertsubject(void* lpObj, const char* lpszSSLAcceptServerCertSubject);

int inebank_invstatement_getsslacceptservercertencoded(void* lpObj, char** lpSSLAcceptServerCertEncoded, int* lenSSLAcceptServerCertEncoded);
int inebank_invstatement_setsslacceptservercertencoded(void* lpObj, const char* lpSSLAcceptServerCertEncoded, int lenSSLAcceptServerCertEncoded);

QString GetSSLAcceptServerCertEffectiveDate();

QString GetSSLAcceptServerCertExpirationDate();

QString GetSSLAcceptServerCertExtendedKeyUsage();

QString GetSSLAcceptServerCertFingerprint();

QString GetSSLAcceptServerCertFingerprintSHA1();

QString GetSSLAcceptServerCertFingerprintSHA256();

QString GetSSLAcceptServerCertIssuer();

QString GetSSLAcceptServerCertPrivateKey();

bool GetSSLAcceptServerCertPrivateKeyAvailable();

QString GetSSLAcceptServerCertPrivateKeyContainer();

QString GetSSLAcceptServerCertPublicKey();

QString GetSSLAcceptServerCertPublicKeyAlgorithm();

int GetSSLAcceptServerCertPublicKeyLength();

QString GetSSLAcceptServerCertSerialNumber();

QString GetSSLAcceptServerCertSignatureAlgorithm();

QByteArray GetSSLAcceptServerCertStore();
int SetSSLAcceptServerCertStore(QByteArray qbaSSLAcceptServerCertStore);

QString GetSSLAcceptServerCertStorePassword();
int SetSSLAcceptServerCertStorePassword(QString qsSSLAcceptServerCertStorePassword);

int GetSSLAcceptServerCertStoreType();
int SetSSLAcceptServerCertStoreType(int iSSLAcceptServerCertStoreType);

QString GetSSLAcceptServerCertSubjectAltNames();

QString GetSSLAcceptServerCertThumbprintMD5();

QString GetSSLAcceptServerCertThumbprintSHA1();

QString GetSSLAcceptServerCertThumbprintSHA256();

QString GetSSLAcceptServerCertUsage();

int GetSSLAcceptServerCertUsageFlags();

QString GetSSLAcceptServerCertVersion();

QString GetSSLAcceptServerCertSubject();
int SetSSLAcceptServerCertSubject(QString qsSSLAcceptServerCertSubject);

QByteArray GetSSLAcceptServerCertEncoded();
int SetSSLAcceptServerCertEncoded(QByteArray qbaSSLAcceptServerCertEncoded);

Remarks

If it finds any issues with the certificate presented by the server, the class will normally terminate the connection with an error.

You may override this behavior by supplying a value for SSLAcceptServerCert. If the certificate supplied in SSLAcceptServerCert is the same as the certificate presented by the server, then the server certificate is accepted unconditionally, and the connection will continue normally.

Note: This functionality is provided only for cases in which you otherwise know that you are communicating with the right server. If used improperly, this property may create a security breach. Use it at your own risk.

Data Type

InEBankCertificate

SSLCert Property (InvStatement Class)

The certificate to be used during Secure Sockets Layer (SSL) negotiation.

Syntax

InEBankCertificate* GetSSLCert();
int SetSSLCert(InEBankCertificate* val);

char* inebank_invstatement_getsslcerteffectivedate(void* lpObj);

char* inebank_invstatement_getsslcertexpirationdate(void* lpObj);

char* inebank_invstatement_getsslcertextendedkeyusage(void* lpObj);

char* inebank_invstatement_getsslcertfingerprint(void* lpObj);

char* inebank_invstatement_getsslcertfingerprintsha1(void* lpObj);

char* inebank_invstatement_getsslcertfingerprintsha256(void* lpObj);

char* inebank_invstatement_getsslcertissuer(void* lpObj);

char* inebank_invstatement_getsslcertprivatekey(void* lpObj);

int inebank_invstatement_getsslcertprivatekeyavailable(void* lpObj);

char* inebank_invstatement_getsslcertprivatekeycontainer(void* lpObj);

char* inebank_invstatement_getsslcertpublickey(void* lpObj);

char* inebank_invstatement_getsslcertpublickeyalgorithm(void* lpObj);

int inebank_invstatement_getsslcertpublickeylength(void* lpObj);

char* inebank_invstatement_getsslcertserialnumber(void* lpObj);

char* inebank_invstatement_getsslcertsignaturealgorithm(void* lpObj);

int inebank_invstatement_getsslcertstore(void* lpObj, char** lpSSLCertStore, int* lenSSLCertStore);
int inebank_invstatement_setsslcertstore(void* lpObj, const char* lpSSLCertStore, int lenSSLCertStore);

char* inebank_invstatement_getsslcertstorepassword(void* lpObj);
int inebank_invstatement_setsslcertstorepassword(void* lpObj, const char* lpszSSLCertStorePassword);

int inebank_invstatement_getsslcertstoretype(void* lpObj);
int inebank_invstatement_setsslcertstoretype(void* lpObj, int iSSLCertStoreType);

char* inebank_invstatement_getsslcertsubjectaltnames(void* lpObj);

char* inebank_invstatement_getsslcertthumbprintmd5(void* lpObj);

char* inebank_invstatement_getsslcertthumbprintsha1(void* lpObj);

char* inebank_invstatement_getsslcertthumbprintsha256(void* lpObj);

char* inebank_invstatement_getsslcertusage(void* lpObj);

int inebank_invstatement_getsslcertusageflags(void* lpObj);

char* inebank_invstatement_getsslcertversion(void* lpObj);

char* inebank_invstatement_getsslcertsubject(void* lpObj);
int inebank_invstatement_setsslcertsubject(void* lpObj, const char* lpszSSLCertSubject);

int inebank_invstatement_getsslcertencoded(void* lpObj, char** lpSSLCertEncoded, int* lenSSLCertEncoded);
int inebank_invstatement_setsslcertencoded(void* lpObj, const char* lpSSLCertEncoded, int lenSSLCertEncoded);

QString GetSSLCertEffectiveDate();

QString GetSSLCertExpirationDate();

QString GetSSLCertExtendedKeyUsage();

QString GetSSLCertFingerprint();

QString GetSSLCertFingerprintSHA1();

QString GetSSLCertFingerprintSHA256();

QString GetSSLCertIssuer();

QString GetSSLCertPrivateKey();

bool GetSSLCertPrivateKeyAvailable();

QString GetSSLCertPrivateKeyContainer();

QString GetSSLCertPublicKey();

QString GetSSLCertPublicKeyAlgorithm();

int GetSSLCertPublicKeyLength();

QString GetSSLCertSerialNumber();

QString GetSSLCertSignatureAlgorithm();

QByteArray GetSSLCertStore();
int SetSSLCertStore(QByteArray qbaSSLCertStore);

QString GetSSLCertStorePassword();
int SetSSLCertStorePassword(QString qsSSLCertStorePassword);

int GetSSLCertStoreType();
int SetSSLCertStoreType(int iSSLCertStoreType);

QString GetSSLCertSubjectAltNames();

QString GetSSLCertThumbprintMD5();

QString GetSSLCertThumbprintSHA1();

QString GetSSLCertThumbprintSHA256();

QString GetSSLCertUsage();

int GetSSLCertUsageFlags();

QString GetSSLCertVersion();

QString GetSSLCertSubject();
int SetSSLCertSubject(QString qsSSLCertSubject);

QByteArray GetSSLCertEncoded();
int SetSSLCertEncoded(QByteArray qbaSSLCertEncoded);

Remarks

This property includes the digital certificate that the class will use during SSL negotiation. Set this property to a valid certificate before starting SSL negotiation. To set a certificate, you may set the Encoded field to the encoded certificate. To select a certificate, use the store and subject fields.

Data Type

InEBankCertificate

SSLProvider Property (InvStatement Class)

The Secure Sockets Layer/Transport Layer Security (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_invstatement_getsslprovider(void* lpObj);
int inebank_invstatement_setsslprovider(void* lpObj, int iSSLProvider);

int GetSSLProvider();
int SetSSLProvider(int iSSLProvider);

Default Value

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 as follows:


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 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

SSLServerCert Property (InvStatement Class)

The server certificate for the last established connection.

Syntax

InEBankCertificate* GetSSLServerCert();

char* inebank_invstatement_getsslservercerteffectivedate(void* lpObj);

char* inebank_invstatement_getsslservercertexpirationdate(void* lpObj);

char* inebank_invstatement_getsslservercertextendedkeyusage(void* lpObj);

char* inebank_invstatement_getsslservercertfingerprint(void* lpObj);

char* inebank_invstatement_getsslservercertfingerprintsha1(void* lpObj);

char* inebank_invstatement_getsslservercertfingerprintsha256(void* lpObj);

char* inebank_invstatement_getsslservercertissuer(void* lpObj);

char* inebank_invstatement_getsslservercertprivatekey(void* lpObj);

int inebank_invstatement_getsslservercertprivatekeyavailable(void* lpObj);

char* inebank_invstatement_getsslservercertprivatekeycontainer(void* lpObj);

char* inebank_invstatement_getsslservercertpublickey(void* lpObj);

char* inebank_invstatement_getsslservercertpublickeyalgorithm(void* lpObj);

int inebank_invstatement_getsslservercertpublickeylength(void* lpObj);

char* inebank_invstatement_getsslservercertserialnumber(void* lpObj);

char* inebank_invstatement_getsslservercertsignaturealgorithm(void* lpObj);

int inebank_invstatement_getsslservercertstore(void* lpObj, char** lpSSLServerCertStore, int* lenSSLServerCertStore);

char* inebank_invstatement_getsslservercertstorepassword(void* lpObj);

int inebank_invstatement_getsslservercertstoretype(void* lpObj);

char* inebank_invstatement_getsslservercertsubjectaltnames(void* lpObj);

char* inebank_invstatement_getsslservercertthumbprintmd5(void* lpObj);

char* inebank_invstatement_getsslservercertthumbprintsha1(void* lpObj);

char* inebank_invstatement_getsslservercertthumbprintsha256(void* lpObj);

char* inebank_invstatement_getsslservercertusage(void* lpObj);

int inebank_invstatement_getsslservercertusageflags(void* lpObj);

char* inebank_invstatement_getsslservercertversion(void* lpObj);

char* inebank_invstatement_getsslservercertsubject(void* lpObj);

int inebank_invstatement_getsslservercertencoded(void* lpObj, char** lpSSLServerCertEncoded, int* lenSSLServerCertEncoded);

QString GetSSLServerCertEffectiveDate();

QString GetSSLServerCertExpirationDate();

QString GetSSLServerCertExtendedKeyUsage();

QString GetSSLServerCertFingerprint();

QString GetSSLServerCertFingerprintSHA1();

QString GetSSLServerCertFingerprintSHA256();

QString GetSSLServerCertIssuer();

QString GetSSLServerCertPrivateKey();

bool GetSSLServerCertPrivateKeyAvailable();

QString GetSSLServerCertPrivateKeyContainer();

QString GetSSLServerCertPublicKey();

QString GetSSLServerCertPublicKeyAlgorithm();

int GetSSLServerCertPublicKeyLength();

QString GetSSLServerCertSerialNumber();

QString GetSSLServerCertSignatureAlgorithm();

QByteArray GetSSLServerCertStore();

QString GetSSLServerCertStorePassword();

int GetSSLServerCertStoreType();

QString GetSSLServerCertSubjectAltNames();

QString GetSSLServerCertThumbprintMD5();

QString GetSSLServerCertThumbprintSHA1();

QString GetSSLServerCertThumbprintSHA256();

QString GetSSLServerCertUsage();

int GetSSLServerCertUsageFlags();

QString GetSSLServerCertVersion();

QString GetSSLServerCertSubject();

QByteArray GetSSLServerCertEncoded();

Remarks

This property contains the server certificate for the last established connection.

SSLServerCert is reset every time a new connection is attempted.

This property is read-only.

Data Type

InEBankCertificate

StartDate Property (InvStatement Class)

Start date of requested transaction list.

Syntax

ANSI (Cross Platform)
char* GetStartDate();
int SetStartDate(const char* lpszStartDate);

Unicode (Windows)
LPWSTR GetStartDate();
INT SetStartDate(LPCWSTR lpszStartDate);

char* inebank_invstatement_getstartdate(void* lpObj);
int inebank_invstatement_setstartdate(void* lpObj, const char* lpszStartDate);

QString GetStartDate();
int SetStartDate(QString qsStartDate);

Default Value

Remarks

This is a string representing the date at which to start listing transactions on the statement. Use this property and EndDate to constrain the list of transactions retrieved when calling GetStatement. When provided in the request, StartDate value will be echoed in the server's response.

This format specifies also how the returned dates are going to get parsed.

Note: This property is optional and can be specified when IncludeTransactions property is set to True.

Data Type

String

StatementDate Property (InvStatement Class)

Date and time for the statement download.

Syntax

ANSI (Cross Platform)
char* GetStatementDate();

Unicode (Windows)
LPWSTR GetStatementDate();

char* inebank_invstatement_getstatementdate(void* lpObj);

QString GetStatementDate();

Default Value

Remarks

This property is always returned in the server's response when calling the GetStatement method.

This format specifies also how the returned dates are going to get parsed.

This property is read-only.

Data Type

String

Timeout Property (InvStatement Class)

The timeout for the class.

Syntax

ANSI (Cross Platform)
int GetTimeout();
int SetTimeout(int iTimeout);

Unicode (Windows)
INT GetTimeout();
INT SetTimeout(INT iTimeout);

int inebank_invstatement_gettimeout(void* lpObj);
int inebank_invstatement_settimeout(void* lpObj, int iTimeout);

int GetTimeout();
int SetTimeout(int iTimeout);

Default Value

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.

Note: By default, all timeouts are inactivity timeouts, that is, 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

Transactions Property (InvStatement Class)

A list of transactions in an investment statement for the date range ( StartDate and EndDate ) selected.

Syntax

InEBankList<InEBankInvTransactionDetail>* GetTransactions();

int inebank_invstatement_gettxcount(void* lpObj);

char* inebank_invstatement_gettxaggregate(void* lpObj, int txindex);

char* inebank_invstatement_gettxdate(void* lpObj, int txindex);

char* inebank_invstatement_gettxdatesettle(void* lpObj, int txindex);

char* inebank_invstatement_gettxfitid(void* lpObj, int txindex);

char* inebank_invstatement_gettxmemo(void* lpObj, int txindex);

char* inebank_invstatement_gettxname(void* lpObj, int txindex);

char* inebank_invstatement_gettxsecurityid(void* lpObj, int txindex);

char* inebank_invstatement_gettxsubaccountfund(void* lpObj, int txindex);

char* inebank_invstatement_gettxsubaccountsec(void* lpObj, int txindex);

char* inebank_invstatement_gettxtotal(void* lpObj, int txindex);

int inebank_invstatement_gettxtype(void* lpObj, int txindex);

char* inebank_invstatement_gettxtypedescription(void* lpObj, int txindex);

char* inebank_invstatement_gettxunitprice(void* lpObj, int txindex);

char* inebank_invstatement_gettxunits(void* lpObj, int txindex);

int GetTxCount();

QString GetTxAggregate(int iTxIndex);

QString GetTxDate(int iTxIndex);

QString GetTxDateSettle(int iTxIndex);

QString GetTxFITID(int iTxIndex);

QString GetTxMemo(int iTxIndex);

QString GetTxName(int iTxIndex);

QString GetTxSecurityId(int iTxIndex);

QString GetTxSubAccountFund(int iTxIndex);

QString GetTxSubAccountSec(int iTxIndex);

QString GetTxTotal(int iTxIndex);

int GetTxType(int iTxIndex);

QString GetTxTypeDescription(int iTxIndex);

QString GetTxUnitPrice(int iTxIndex);

QString GetTxUnits(int iTxIndex);

Remarks

This collection is populated when the GetStatement and ReadOFXDataFile methods are called. It should be inspected for each TxIndex = 0 to TxCount - 1.

Each investment bank transaction has a Aggregate, Date, DateSettle, FITID, Memo, Name, SecurityId, SubAccountFund, SubAccountSec, Total, TxType, TypeDescription, UnitPrice, and Units tied to it.

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

Data Type

InEBankInvTransactionDetail

Config Method (InvStatement Class)

Sets or retrieves a configuration setting.

Syntax

ANSI (Cross Platform)
char* Config(const char* lpszConfigurationString);

Unicode (Windows)
LPWSTR Config(LPCWSTR lpszConfigurationString);

char* inebank_invstatement_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.

GetClosingInfo Method (InvStatement Class)

Download a statement closing information for an investment account.

Syntax

ANSI (Cross Platform)
int GetClosingInfo();

Unicode (Windows)
INT GetClosingInfo();

int inebank_invstatement_getclosinginfo(void* lpObj);

int GetClosingInfo();

Remarks

This is applicable and supported in OFX 2.1.1 version only (i.e., when this method is called, the OFXVersion should be set to '211').

This function generates the Signon and Investment Statement Closing Information request page, submits it to the financial institution via secure HTTPS Post, receives and parses the closing statement information.

The server response includes the FI transaction unique Id and image data information (when available).

The following properties should be set when this method is called:

FIId (required)
FIOrganization (required)
FIUrl (required)
OFXAppId (required)
OFXAppVersion (required)
OFXVersion (required if 2.x OFX version is the one supported by your FI)
OFXUser (required)
OFXPassword (required)
BrokerId (required)
AccountId (required)

The client can also specify a date range (by setting the StartDate and EndDate properties) to limit the number of closing information aggregates that the server returns. If the client does not specify a date range, the server returns as many closing information aggregates as it can (which will be stored in ClosingDetails).

If you want the server to return an image reference for each statement closing information, and if the server supports this service, you will have to set the IncludeImages to True.

The following read-only properties are populated as a result of parsing the statement response:

CurrencyCode
ClosingDetails

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.)

GetImage Method (InvStatement Class)

Request and retrieve a check or statement image (if available).

Syntax

ANSI (Cross Platform)
char* GetImage(const char* lpszImageRef, const char* lpszImageRefType, int *lpSize = NULL);

Unicode (Windows)
LPSTR GetImage(LPCWSTR lpszImageRef, LPCWSTR lpszImageRefType, LPINT lpSize = NULL);

char* inebank_invstatement_getimage(void* lpObj, const char* lpszImageRef, const char* lpszImageRefType, int *lpSize);

QByteArray GetImage(const QString& qsImageRef, const QString& qsImageRefType);

Remarks

This function generates the Signon and Download Image request page, submits it to the financial institution via secure HTTPS Post.

The requested image of a check or statement closing information is identified by ImageRef parameter. The type of this image reference should be specified by ImageRefType parameter.

Possible values and their meanings for the ImageRefType parameter are:


OPAQUE (default value)	The class will send an OFX request to access this image. This request will be in the form of a normal OFX request (complete with Signon) and the login credentials are required to authenticate the client. However, whereas the request file contains typical OFX syntax, the successful response returned is in the form of raw bytes. If a failure condition occurs, the class will return an error with a specific message.
URL	The URL identifies a service on an FI server that can accept an image request and produce a response. The class issues an HTTP request (over SSL) to the URL specified by the ImageRef parameter. The client will then authenticate. Once this authentication takes place, the image can be displayed
FORMURL	The class issues an HTTP request (over SSL), with encoded data specified in the URL retrieved from the ImageRef parameter. The image can then be displayed.

If you want the server to return image references for each transaction or statement closing information, and if the server supports image download service via OFX, you will have to set the IncludeImages to True when either GetStatement or GetClosingInfo method is called.

If available, then you can access that particular image by calling the GetImage method, where ImageRef parameter value is set to the image reference stored in ImageRef (or ImageRef) and the ImageRefType parameter is set to the respective ImageRefType (or ImageRefType) corresponding to the requested check or statement.

Upon successful response, the image content will be returned by this method. If you want the image to be saved to a file, you can set the ImageFileName to a desired name without specifying the type. The file type will be set automatically depending on the image type supported by the server. Possible image types are: jpeg, tiff, png, pdf.

Otherwise, the class will throw an error.

Image download is available only for OFX version 2.1.1. When this method is called, the OFXVersion is automatically set to '211'.

Error Handling (C++)

This method returns a Binary String value (with length lpSize); 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.

GetStatement Method (InvStatement Class)

Downloads statement for an investment account.

Syntax

ANSI (Cross Platform)
int GetStatement();

Unicode (Windows)
INT GetStatement();

int inebank_invstatement_getstatement(void* lpObj);

int GetStatement();

Remarks

This function generates the Signon and Investment Statement request page, submits it to the financial institution via secure HTTPS Post, receives and parses the investment statement.

This allows a customer to receive investment transactions, positions, open orders, balances and list of securities that are typically part of a regular paper statement. By using the transaction IDs supplied by FIs, OFX makes it possible that each transaction is downloaded only once. Calling of this method requires to designate an account for the download and to indicate what type of data should be downloaded.

The following properties should be set when this method is called:

FIId (required)
FIOrganization (required)
FIUrl (required)
OFXAppId (required)
OFXAppVersion (required)
OFXVersion (required if 2.x OFX version is the one supported by your FI)
OFXUser (required)
OFXPassword (required)
BrokerId (required)
AccountId (required)
IncludeTransactions (required if the user does not want to include bank transactions in the current statement download - True by default)
IncludePositions (required if the user does not want to include positions as well in the current statement download - True by default)
IncludeOpenOrders (required if the user does not want to include open orders as well in the current statement download - True by default)
IncludeBalances (required if the user does not want to include balances as well in the current statement download - True by default)

If the user wants to download investment bank transactions (i.e., IncludeTransactions is set to True), a date range (that the transactions fall within) can be specified by setting the StartDate and EndDate. Otherwise, the server will use default values if no dates are supplied.

The following information is returned in server's response:


Date and time for statement (StatementDate).
Default currency for statement (CurrencyCode).
Account identifier (as entered in the request).
Investment transactions (only within the specified start and end dates) including banking transactions, which are a combination of bank transaction detail records and investment transaction detail records.
Open orders - current open trading orders that a user has at a brokerage.	This is stored in OpenOrders.
Positions - positions a user has at a brokerage. Each statement response must contain a complete set of position records, even if no transactions occurred in the requested statement period for a particular holding.	This is stored in Positions.
Account balances - current balances typically reported on an FI statement, such as cash balance or buying power. They can also convey other numbers of interest, such as current interest rates.	This is stored in Balances.
Available Cash Balance (AvailableCash).
Short Balance (ShortBalance)
Margin Balance (MarginBalance).
Marketing message (MarketingInfo).
List of securities - any security referenced in either transactions, positions, open orders or explicitly requested.	This is stored in Securities.

For a full list of all read-only properties that are populated as a result of parsing the statement response, please look at OFXDataFile method remarks.

Error Handling (C++)

ReadOFXDataFile Method (InvStatement 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_invstatement_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:

CurrencyCode
MarketingInfo
StatementDate
AvailableCash
BuyingPower
MarginBalance
ShortBalance
Balances
OpenOrders
Positions
Securities
Transactions
ClosingDetails

Error Handling (C++)

Reset Method (InvStatement 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_invstatement_reset(void* lpObj);

int Reset();

Remarks

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

Error Handling (C++)

WriteOFXDataFile Method (InvStatement 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_invstatement_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++)

ConnectionStatus Event (InvStatement Class)

Fired to indicate changes in the connection state.

Syntax

ANSI (Cross Platform)
virtual int FireConnectionStatus(InvStatementConnectionStatusEventParams *e);

typedef struct {
  const char *ConnectionEvent;
  int StatusCode;
  const char *Description;
  int reserved;
} InvStatementConnectionStatusEventParams;


Unicode (Windows)
virtual INT FireConnectionStatus(InvStatementConnectionStatusEventParams *e);

typedef struct {
  LPCWSTR ConnectionEvent;
  INT StatusCode;
  LPCWSTR Description;
  INT reserved;
} InvStatementConnectionStatusEventParams;

#define EID_INVSTATEMENT_CONNECTIONSTATUS 1

virtual INT INEBANK_CALL FireConnectionStatus(LPSTR &lpszConnectionEvent, INT &iStatusCode, LPSTR &lpszDescription);

class InvStatementConnectionStatusEventParams {
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(InvStatementConnectionStatusEventParams *e);

// Or, subclass InvStatement and override this emitter function.
virtual int FireConnectionStatus(InvStatementConnectionStatusEventParams *e) {...}

Remarks

This 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 (InvStatement Class)

Fired when information is available about errors during data delivery.

Syntax

ANSI (Cross Platform)
virtual int FireError(InvStatementErrorEventParams *e);

typedef struct {
  int ErrorCode;
  const char *Description;
  int reserved;
} InvStatementErrorEventParams;


Unicode (Windows)
virtual INT FireError(InvStatementErrorEventParams *e);

typedef struct {
  INT ErrorCode;
  LPCWSTR Description;
  INT reserved;
} InvStatementErrorEventParams;

#define EID_INVSTATEMENT_ERROR 2

virtual INT INEBANK_CALL FireError(INT &iErrorCode, LPSTR &lpszDescription);

class InvStatementErrorEventParams {
public:
  int ErrorCode();

  const QString &Description();

  int EventRetVal();
  void SetEventRetVal(int iRetVal);
};

// To handle, connect one or more slots to this signal.
void Error(InvStatementErrorEventParams *e);

// Or, subclass InvStatement and override this emitter function.
virtual int FireError(InvStatementErrorEventParams *e) {...}

Remarks

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

The ErrorCode parameter contains an error code, and the Description parameter 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 (InvStatement Class)

Fired after the server presents its certificate to the client.

Syntax

ANSI (Cross Platform)
virtual int FireSSLServerAuthentication(InvStatementSSLServerAuthenticationEventParams *e);

typedef struct {
  const char *CertEncoded;
  int lenCertEncoded;
  const char *CertSubject;
  const char *CertIssuer;
  const char *Status;
  int Accept;
  int reserved;
} InvStatementSSLServerAuthenticationEventParams;


Unicode (Windows)
virtual INT FireSSLServerAuthentication(InvStatementSSLServerAuthenticationEventParams *e);

typedef struct {
  LPCSTR CertEncoded;
  INT lenCertEncoded;
  LPCWSTR CertSubject;
  LPCWSTR CertIssuer;
  LPCWSTR Status;
  BOOL Accept;
  INT reserved;
} InvStatementSSLServerAuthenticationEventParams;

#define EID_INVSTATEMENT_SSLSERVERAUTHENTICATION 3

virtual INT INEBANK_CALL FireSSLServerAuthentication(LPSTR &lpCertEncoded, INT &lenCertEncoded, LPSTR &lpszCertSubject, LPSTR &lpszCertIssuer, LPSTR &lpszStatus, BOOL &bAccept);

class InvStatementSSLServerAuthenticationEventParams {
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(InvStatementSSLServerAuthenticationEventParams *e);

// Or, subclass InvStatement and override this emitter function.
virtual int FireSSLServerAuthentication(InvStatementSSLServerAuthenticationEventParams *e) {...}

Remarks

During this event, the client can decide whether or not to continue with the connection process. 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 or not to continue.

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 (InvStatement Class)

Fired when secure connection progress messages are available.

Syntax

ANSI (Cross Platform)
virtual int FireSSLStatus(InvStatementSSLStatusEventParams *e);

typedef struct {
  const char *Message;
  int reserved;
} InvStatementSSLStatusEventParams;


Unicode (Windows)
virtual INT FireSSLStatus(InvStatementSSLStatusEventParams *e);

typedef struct {
  LPCWSTR Message;
  INT reserved;
} InvStatementSSLStatusEventParams;

#define EID_INVSTATEMENT_SSLSTATUS 4

virtual INT INEBANK_CALL FireSSLStatus(LPSTR &lpszMessage);

class InvStatementSSLStatusEventParams {
public:
  const QString &Message();

  int EventRetVal();
  void SetEventRetVal(int iRetVal);
};

// To handle, connect one or more slots to this signal.
void SSLStatus(InvStatementSSLStatusEventParams *e);

// Or, subclass InvStatement and override this emitter function.
virtual int FireSSLStatus(InvStatementSSLStatusEventParams *e) {...}

Remarks

The event is fired for informational and logging purposes only. This event tracks the progress of the connection.

BalanceDetail Type

This type corresponds to a single investment balance in the list of balances.

Syntax

InEBankBalanceDetail (declared in inebank.h)

Remarks

BalanceDetail objects are used when listing balances (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

The following fields are available:

Aggregate
Amount
BalType
Description
Name
TypeDescription

Fields

Aggregate
char* (read-only)
Default Value: ""

Wrapper for an investment balance.

This allows an FI to send any number of balances to the user, complete with description and Help text. The intent is to capture the same type of balance information present on the first page of many FI brokerage statements. This aggregate can also be used to send margin call information.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

Aggregates are pieces of XML taken from the financial institution's original response. They contain elements that correspond to many of the class's fields. However, some of these elements, and/or their potential values, may not be supported by the class. Any user who wishes to use unsupported fields may use this aggregate property to parse out the desired data either via our OFXAggregate class or any other means.

Note: The original data from the server is returned as SGML or XML (depending on the value of OFXVersion that FI supports. If the original data is returned in SGML format, the class internally manipulates these responses into the equivalent XML format by inserting close element tags (e.g., "</ACCTID>") into the data as it comes from the server.

Amount
char* (read-only)
Default Value: ""

The value of the current balance. Interpretation of this depends on the value of BalType field:


Value of BalType	Format of Amount
DOLLAR	Formatted as DDDD.cc
PERCENT	Formatted as XXXX.YYYY
NUMBER	Formatted as is

If a balance list is present in the server response, the Amount is always present in the response for each balance listed.

BalType
int (read-only)
Default Value: 0

The type of balance. Possible values for balance types and their meanings are as follows:


btDOLLAR (0)	Dollar (Value formatted as DDDD.cc)
btPERCENT (1)	percentage (Value formatted as XXXX.YYYY)
btNUMBER (2)	number (Value formatted as is)
ptOTHER (255)	Other

If a balance list is present in the server response, the BalType is always present in the response for each balance listed.

Description
char* (read-only)
Default Value: ""

A description of the current balance. If a balance list is present in the server response, the Description is always present in the response for each balance listed.

Name
char* (read-only)
Default Value: ""

The name for the current balance. If a balance list is present in the server response, the Name is always present in the response for each balance listed.

TypeDescription
char* (read-only)
Default Value: ""

A description of the balance type. This is a string representation of the value returned by the BalType field.

The corresponding description for each balance type are as follows:


btDOLLAR (0)	Dollar
btPERCENT (1)	Dollar
btNUMBER (2)	Number
btOTHER (255)	Other

Certificate Type

This is the digital certificate being used.

Syntax

InEBankCertificate (declared in inebank.h)

Remarks

This type describes the current digital certificate. The certificate may be a public or private key. The fields are used to identify or select certificates.

The following fields are available:

Fields

EffectiveDate
char* (read-only)
Default Value: ""

The date on which this certificate becomes valid. Before this date, it is not valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2000 15:00:00.

ExpirationDate
char* (read-only)
Default Value: ""

The date on which the certificate expires. After this date, the certificate will no longer be valid. The date is localized to the system's time zone. The following example illustrates the format of an encoded date:

23-Jan-2001 15:00:00.

ExtendedKeyUsage
char* (read-only)
Default Value: ""

A comma-delimited list of extended key usage identifiers. These are the same as ASN.1 object identifiers (OIDs).

Fingerprint
char* (read-only)
Default Value: ""

The hex-encoded, 16-byte MD5 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: bc:2a:72:af:fe:58:17:43:7a:5f:ba:5a:7c:90:f7:02

FingerprintSHA1
char* (read-only)
Default Value: ""

The hex-encoded, 20-byte SHA-1 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 30:7b:fa:38:65:83:ff:da:b4:4e:07:3f:17:b8:a4:ed:80:be:ff:84

FingerprintSHA256
char* (read-only)
Default Value: ""

The hex-encoded, 32-byte SHA-256 fingerprint of the certificate. This property is primarily used for keys which do not have a corresponding X.509 public certificate, such as PEM keys that only contain a private key. It is commonly used for SSH keys.

The following example illustrates the format: 6a:80:5c:33:a9:43:ea:b0:96:12:8a:64:96:30:ef:4a:8a:96:86:ce:f4:c7:be:10:24:8e:2b:60:9e:f3:59:53

Issuer
char* (read-only)
Default Value: ""

The issuer of the certificate. This field contains a string representation of the name of the issuing authority for the certificate.

PrivateKey
char* (read-only)
Default Value: ""

The private key of the certificate (if available). The key is provided as PEM/Base64-encoded data.

Note: The PrivateKey may be available but not exportable. In this case, PrivateKey returns an empty string.

PrivateKeyAvailable
int (read-only)
Default Value: FALSE

Whether a PrivateKey is available for the selected certificate. If PrivateKeyAvailable is True, the certificate may be used for authentication purposes (e.g., server authentication).

PrivateKeyContainer
char* (read-only)
Default Value: ""

The name of the PrivateKey container for the certificate (if available). This functionality is available only on Windows platforms.

PublicKey
char* (read-only)
Default Value: ""

The public key of the certificate. The key is provided as PEM/Base64-encoded data.

PublicKeyAlgorithm
char* (read-only)
Default Value: ""

The textual description of the certificate's public key algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_DH") or an object identifier (OID) string representing the algorithm.

PublicKeyLength
int (read-only)
Default Value: 0

The length of the certificate's public key (in bits). Common values are 512, 1024, and 2048.

SerialNumber
char* (read-only)
Default Value: ""

The serial number of the certificate encoded as a string. The number is encoded as a series of hexadecimal digits, with each pair representing a byte of the serial number.

SignatureAlgorithm
char* (read-only)
Default Value: ""

The text description of the certificate's signature algorithm. The property contains either the name of the algorithm (e.g., "RSA" or "RSA_MD5RSA") or an object identifier (OID) string representing the algorithm.

Store
char*
Default Value: "MY"

The name of the certificate store for the client certificate.

The StoreType field 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 field 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 field for details.

Designations of certificate stores are platform dependent.

The following designations are 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 cstPFXFile, this property must be set to the name of the file. When the type is cstPFXBlob, the property must be set to the binary contents of a PFX file (i.e., PKCS#12 certificate store).

StorePassword
char*
Default Value: ""

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

StoreType
int
Default Value: 0

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 field 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 (PKCS#12) file containing certificates.
3 (cstPFXBlob)	The certificate store is a string (binary or Base64-encoded) representing a certificate store in PFX (PKCS#12) 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 PKCS#7 file containing certificates.
12 (cstP7BBlob)	The certificate store is a string (binary) representing a certificate store in PKCS#7 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 PKCS#11 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 PKCS#11 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.

SubjectAltNames
char* (read-only)
Default Value: ""

Comma-separated lists of alternative subject names for the certificate.

ThumbprintMD5
char* (read-only)
Default Value: ""

The MD5 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

ThumbprintSHA1
char* (read-only)
Default Value: ""

The SHA-1 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

ThumbprintSHA256
char* (read-only)
Default Value: ""

The SHA-256 hash of the certificate. It is primarily used for X.509 certificates. If the hash does not already exist, it is automatically computed.

Usage
char* (read-only)
Default Value: ""

The text description of UsageFlags.

This value will be one or more of the following strings and will be separated by commas:

Digital Signature
Non-Repudiation
Key Encipherment
Data Encipherment
Key Agreement
Certificate Signing
CRL Signing
Encipher Only

If the provider is OpenSSL, the value is a comma-separated list of X.509 certificate extension names.

UsageFlags
int (read-only)
Default Value: 0

The flags that show intended use for the certificate. The value of UsageFlags is a combination of the following flags:


0x80	Digital Signature
0x40	Non-Repudiation
0x20	Key Encipherment
0x10	Data Encipherment
0x08	Key Agreement
0x04	Certificate Signing
0x02	CRL Signing
0x01	Encipher Only

Please see the Usage field for a text representation of UsageFlags.

This functionality currently is not available when the provider is OpenSSL.

Version
char* (read-only)
Default Value: ""

The certificate's version number. The possible values are the strings "V1", "V2", and "V3".

Subject
char*
Default Value: ""

The subject of the certificate used for client authentication.

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

If a matching certificate is found, the field 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 as follows:


Field	Meaning
CN	Common Name. This is commonly a hostname 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.

Encoded
char*
Default Value: ""

The certificate (PEM/Base64 encoded). This field is used to assign a specific certificate. The Store and Subject fields 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.

Constructors

Certificate()

Creates a instance whose properties can be set. This is useful for use with when generating new certificates.

Certificate(const char* lpEncoded, int lenEncoded)

Parses Encoded as an X.509 public key.

Certificate(int iStoreType, const char* lpStore, int lenStore, const char* lpszStorePassword, const char* lpszSubject)

StoreType identifies the type of certificate store to use. See for descriptions of the different certificate stores. Store is a byte array containing the certificate data. StorePassword is the password used to protect the store.

After the store has been successfully opened, the component will attempt to find the certificate identified by Subject . This can be either a complete or a substring match of the X.509 certificate's subject Distinguished Name (DN). The Subject parameter can also take an MD5, SHA-1, or SHA-256 thumbprint of the certificate to load in a "Thumbprint=value" format.

ClosingDetail Type

This type corresponds to a single statement closing information in the list of statement closings.

Syntax

InEBankClosingDetail (declared in inebank.h)

Remarks

ClosingDetail objects are used when listing the banking, credit card or investment statement closings information when the GetClosingInfo method is called.

The following fields are available:

Aggregate
BalanceClosing
BalanceOpening
CreditLimit
DateClose
DateDue
DateEnd
DateOpen
DateStart
FITID
ImageRef
ImageRefType
InterestRate
InterestRateType
MinimumPayment
TotalCredit
TotalDebit
TotalFees
TotalInterest

Fields

Aggregate
char* (read-only)
Default Value: ""

This aggregate describes a statement closing information. It contains data (elements and values) associated with the following fields:

FITID
DateStart
DateEnd
DateOpen
DateClose
DateDue (applicable to credit card accounts only)
BalanceOpening
BalanceClosing
TotalInterest (not applicable to credit card accounts)
TotalFees
TotalCredit
TotalDebit
CreditLimit (applicable to credit card accounts only)
ImageRef
ImageRefType

For each aggregate returned, clients can retrieve corresponding transactions by using DateStart and DateEnd in a statement download request (when calling GetStatement method).

BalanceClosing
char* (read-only)
Default Value: ""

Closing statement balance.

This is not applicable for loan accounts.

Note: the financial institution usually returns amounts as a string that includes the sign (+/-) of the amount. However, the server may sometimes leave out a particular field if it is not required by the OFX specification. To avoid confusion that can be caused by returning integers, the class will return all amount types as a string, with the empty string ("") for fields not returned by the server.

Where there is a value returned by the server, the class will attempt to convert the string into a format that can be easily parsed into an integer value. This behavior can be controlled by the CurrencyFormat config setting. .

BalanceOpening
char* (read-only)
Default Value: ""

Opening statement balance.

CreditLimit
char* (read-only)
Default Value: ""

Current credit limit.

This is applicable for credit card accounts only.

DateClose
char* (read-only)
Default Value: ""

Closing statement date.

This format specifies also how the returned dates are going to get parsed.

DateDue
char* (read-only)
Default Value: ""

Next payment due date. This is applicable to credit card and loan accounts only.

This format specifies also how the returned dates are going to get parsed.

DateEnd
char* (read-only)
Default Value: ""

End date of transaction data for this statement. A client should be able to use this date when requesting individual transactions that match this statement.

This format specifies also how the returned dates are going to get parsed.

DateOpen
char* (read-only)
Default Value: ""

Opening statement date.

This format specifies also how the returned dates are going to get parsed.

DateStart
char* (read-only)
Default Value: ""

Start date of transaction data for this statement. A client should be able to use this date when requesting individual transactions that match this statement.

This format specifies also how the returned dates are going to get parsed.

FITID
char* (read-only)
Default Value: ""

Unique identifier assigned by financial institution to identify this particular statement closing information. This id provides a way for the client to distinguish one closing statement from another.

This is always returned in the server response for each statement.

ImageRef
char* (read-only)
Default Value: ""

Server specified unique identifier for the statement closing image.

This can be either image identifier (to be used during the request to retrieve the actual image when the GetImage method is called) or URL, depending on the value of ImageRefType.

ImageRefType
char* (read-only)
Default Value: ""

Type of retrieval method for actual statement closing image.

If ImageRef is returned in the response, this can be either image identifier (to be used during the request for the image when the GetImage method is called) or a URL.

Possible values for ImageRefType are:


Value	Meaning
OPAQUE	Requires the client to send a separate OFX request to access the image. The image can be retrieved by calling the GetImage method where ImageRef will be the parameter value for this method.
URL	The image is accessed directly via the URL provided. The client will not provide authentication and will simply follow the URL provided.
FORMURL	The image is accessed directly via an encoded URL. The client will send authentication to the server.

InterestRate
char* (read-only)
Default Value: ""

Current loan interest rate.

This is applicable for loan accounts only.

InterestRateType
char* (read-only)
Default Value: ""

Type of the current loan interest rate.

This is applicable for loan accounts only.

Possible values and their meanings are:


Value	Meaning
FIXED	Fixed rate for the life of the loan
FLOATING	Floating interest rate
ARM	Adjustable rate mortgage

MinimumPayment
char* (read-only)
Default Value: ""

Next minimum amount due. This is applicable to credit card and loan accounts only.

TotalCredit
char* (read-only)
Default Value: ""

Total credit posted on the account for this statement (period indicated by DateStart and DateEnd).

In a bank statement (checking, savings or money market account), this represents total of deposits and credits, including interest. In a credit card statement, this represents total of payments and credits.

TotalDebit
char* (read-only)
Default Value: ""

Total of debit posted on the account for this statement (period indicated by DateStart and DateEnd).

In a bank statement (checking, savings or money market account), this represents total of checks and debits, including fees. In a credit card statement, this represents total of payments and credits.

TotalFees
char* (read-only)
Default Value: ""

Total fees.

In a bank statement (checking, savings or money market account), this represents total of all fees. While in a credit card statement, this represents finance charge.

TotalInterest
char* (read-only)
Default Value: ""

Total interest.

For bank or investment accounts, this indicates total interest posted on the account for this statement (period indicated by DateStart and DateEnd).

For loan accounts, this indicates total interest paid year to date.

This is not applicable for credit card accounts.

Firewall Type

The firewall the component will connect through.

Syntax

InEBankFirewall (declared in inebank.h)

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.

The following fields are available:

AutoDetect
FirewallType
Host
Password
Port
User

Fields

AutoDetect
int
Default Value: FALSE

Whether to automatically detect and use firewall system settings, if available.

FirewallType
int
Default Value: 0

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
char*
Default Value: ""

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

If this field is set to a Domain Name, a DNS request is initiated. Upon successful termination of the request, this field is set to the corresponding address. If the search is not successful, the class fails with an error.

Password
char*
Default Value: ""

A password if authentication is to be used when connecting through the firewall. If Host is specified, the User and Password fields are used to connect and authenticate to the given firewall. If the authentication fails, the class fails with an error.

Port
int
Default Value: 0

The Transmission Control Protocol (TCP) port for the firewall Host. See the description of the Host field for details.

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

User
char*
Default Value: ""

A username if authentication is to be used when connecting through a firewall. If Host is specified, this field and the Password field are used to connect and authenticate to the given Firewall. If the authentication fails, the class fails with an error.

Constructors

Firewall()

InvTransactionDetail Type

This type corresponds to a single bank investment transaction in the list of such transactions.

Syntax

InEBankInvTransactionDetail (declared in inebank.h)

Remarks

InvTransactionDetail objects are used when listing bank investment transactions (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

The following fields are available:

Aggregate
Date
DateSettle
FITID
Memo
Name
SecurityId
SubAccountFund
SubAccountSec
Total
TxType
TypeDescription
UnitPrice
Units

Fields

Aggregate
char* (read-only)
Default Value: ""

Wrapper for an investment statement transaction.

Date
char* (read-only)
Default Value: ""

For other than banking transactions, this is the date when the transaction trade occurred, and for stock splits, this is the day of record stored as a string.

For banking transactions, this is the date the transaction was posted to the financial institution.

This format specifies also how the returned dates are going to get parsed.

This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

DateSettle
char* (read-only)
Default Value: ""

For other than banking transactions, this is the date when settlement occurred, and for stock splits, this is the execution date.

This format specifies also how the returned dates are going to get parsed.

FITID
char* (read-only)
Default Value: ""

Transaction Id assigned by the financial institution.

This is a unique id number that the financial institution uses to identify a particular transaction. Its primary purpose is to allow a client to detect duplicate responses, whether the server previously downloaded the transaction.

Memo
char* (read-only)
Default Value: ""

Other information (memo) regarding this transaction. The memo field stores a notice from the broker to the customer as a string.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

Name
char* (read-only)
Default Value: ""

Name for this bank transaction. When there are bank transactions returned in the statement download (i.e. TxType returned is ttINVBANKTRAN), the Name stores the name of the financial institution or a name assigned by the institution to this transaction, such as 'Customer deposit'.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

SecurityId
char* (read-only)
Default Value: ""

Security ID for this investment transaction.

This field consists of a naming standard followed by a semicolon and a 9-character identifier. The naming standard identifies the method used for assigning the identifier ("CUSIP" in the US) and is unique within the indicated naming standard. This field is always returned with the transaction information if such an information is requested to be included (IncludeTransactions was set to True) in the investment statement download request (when calling the GetStatement method).

SubAccountFund
char* (read-only)
Default Value: ""

The sub-account associated with the funds for the transaction. Where did the money for the transaction come from or go to. The possible values are : CASH, MARGIN, SHORT, OTHER.

SubAccountSec
char* (read-only)
Default Value: ""

Sub-account type for the security. The possible values are: CASH, MARGIN, SHORT, OTHER.

Total
char* (read-only)
Default Value: ""

Transaction amount. For other than banking transactions (buys, sells, etc.) this is the transaction total: ((quantity * (price +/- markup/markdown)) +/- (commission + fees + load + taxes)).

Distributions, interest, margin interest, misc. expense, etc.: amount.

Return of cap: cost basis.

Banking transactions: this is the amount of money exchanged during a given transaction.

TxType
int (read-only)
Default Value: 0

This is the type of transaction that was made on the account. Checks, electronic funds transfers, and ATM transactions associated with CMA or money market sweep accounts are always represented with a bank transaction record.

Investment actions that involve securities (buy, sell, stock split, reinvest, etc.) are always represented with an investment record. Actions that are cash-only but are directly associated with a security are also investment actions (for example, dividends).

Other cash-only actions require careful analysis by the FI. Those that affect investment performance analysis should be sent using the appropriate investment action (investment income - miscellaneous, investment expense). Those that are completely unrelated to investment should be sent as a bank record.

The types and their meanings are as follows:


ittBUYDEBT (0)	Buy debt security
ittBUYMF (1)	Buy mutual fund (being switched to).
ittBUYOPT (2)	Buy option.
ittBUYOTHER (3)	Buy other security type
ittBUYSTOCK (4)	Buy stock.
ittCLOSUREOPT (5)	Close a position for an option.
ittINCOME (6)	Investment income is realized as cash into the investment account. A negative TOTAL is used to denote adjustments to income.
ittINVEXPENSE (7)	Misc. investment expense that is associated with a specific security.
ittJRNLFUND (8)	Journaling cash holdings between sub-accounts within the same investment account.
ittJRNLSEC (9)	Journaling security holdings between sub-accounts within the same investment account.
ittMARGININTEREST (10)	Margin interest expense
ittREINVEST (11)	Reinvestment of income
ittRETOFCAP (12)	Return of capital
ittSELLDEBT (13)	Sell debt security. Used when debt is sold, called, or reached maturity.
ittSELLMF (14)	Sell mutual fund (being switched from).
ittSELLOPT (15)	Sell option.
ittSELLOTHER (16)	Sell other type of security
ittSELLSTOCK (17)	Sell stock
ittSPLIT (18)	Stock or Mutual Fund Split. (Note: the trade date is interpreted as the 'day of record' for the split.)
ittTRANSFERS (19)	Transfer holdings in and out of the investment account.
ittINVBANKTRAN (20)	Banking related transactions for the investment account.
ittOTHER (255)	Other

TypeDescription
char* (read-only)
Default Value: ""

A description of the transaction type. This is a string representation of the value returned by the TxType field.

The types and their meanings are as follows:


ttBUYDEBT (0)	Buy debt security
ttBUYMF (1)	Buy mutual fund (being switched to).
ttBUYOPT (2)	Buy option
ttBUYOTHER (3)	Buy other security type
ttBUYSTOCK (4)	Buy stock
ttCLOSUREOPT (5)	Close a position for an option
ttINCOME (6)	Investment income is realized as cash into the investment account
ttINVEXPENSE (7)	Misc. investment expense that is associated with a specific security
ttJRNLFUND (8)	Journaling cash holdings between sub-accounts
ttJRNLSEC (9)	Journaling security holdings between sub-accounts
ttMARGININTEREST (10)	Margin interest expense
ttREINVEST (11)	Reinvestment of income
ttRETOFCAP (12)	Return of capital
ttSELLDEBT (13)	Sell debt security
ttSELLMF (14)	Sell mutual fund
ttSELLOPT (15)	Sell option
ttSELLOTHER (16)	Sell other type of security
ttSELLSTOCK (17)	Sell stock
ttSPLIT (18)	Stock or Mutual Fund Split
ttTRANSFER (19)	Transfer holdings
ttINVBANKTRAN (20)	Bank transactions
ttOTHER (255)	Other

UnitPrice
char* (read-only)
Default Value: ""

Price per commonly-quoted unit, excluding markup/markdown.

It indicates:

share price for stocks, mutual funds, and others.
percentage of par for bonds.
per share (not contract) for options.

Units
char* (read-only)
Default Value: ""

The quantity for security-based actions other than stock splits. The Units differ for each type of security.

Depending on the type of the security, the Units indicates the following:

Stocks, Mutual Funds and Other : number of shares.
Bonds : face value. For example, a $25,000 bond trading at $88 would use 25000 as the units and 88 as the unit price.
Options : number of contracts (not shares).

OpenOrderDetail Type

This type corresponds to a single investment open order in the list of open orders.

Syntax

InEBankOpenOrderDetail (declared in inebank.h)

Remarks

OpenOrderDetail objects are used when listing open orders (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

The following fields are available:

Aggregate
BuyType
DatePlaced
Duration
FITID
Memo
OOType
Restriction
SecurityId
SellType
SubAccountType
TypeDescription
Units
UnitType

Fields

Aggregate
char* (read-only)
Default Value: ""

Wrapper for a general open order, each pertaining to a different aggregate type.

BuyType
char* (read-only)
Default Value: ""

Type of purchase for this open order. Possible values are: BUY and BUYTOCOVER (used to close short sales).

This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

DatePlaced
char* (read-only)
Default Value: ""

Date-time the order was placed.

This format specifies also how the returned dates are going to get parsed.

Duration
char* (read-only)
Default Value: ""

Indicates how long the open order is good for. The possible values are: DAY, GOODTILCANCEL, IMMEDIATE.

FITID
char* (read-only)
Default Value: ""

Transaction Id assigned by the financial institution.

Memo
char* (read-only)
Default Value: ""

Other information about an open order (at most one).

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

OOType
int (read-only)
Default Value: 0

Type for general open order aggregate. The open order types and their meanings are as follows:


ootOOBUYDEBT (0)	Buy Debt
ootOOBUYMF (1)	Buy Mutual Fund
ootOOBUYOPT (2)	Buy Option
ootOOBUYOTHER (3)	Buy Other
ootOOBUYSTOCK (4)	Buy Stock
ootOOSELLDEBT (5)	Sell Debt
ootOOSELLMF (6)	Sell Mutual Fund
ootOOSELLOPT (7)	Sell Option
ootOOSELLOTHER (8)	Sell Other
ootOOSELLSTOCK (9)	Sell Stock
ootSWITCHMF (10)	Switch to Mutual Fund
ootOTHER (255)	Other

Restriction
char* (read-only)
Default Value: ""

Special restriction on the open order. The possible values are: ALLORNONE, MINUNITS, NONE.

SecurityId
char* (read-only)
Default Value: ""

Security ID for this open order.

This field consists of a naming standard followed by a semicolon and a 9-character identifier. The naming standard identifies the method used for assigning the identifier ("CUSIP" in the US) and is unique within the indicated naming standard. This field is always returned with the open order information if such an information is requested to be included (IncludeOpenOrders was set to True) in the investment statement download request (when calling the GetStatement method).

SellType
char* (read-only)
Default Value: ""

Type of sale. Possible values are: SELL, SELLSHORT.

SubAccountType
char* (read-only)
Default Value: ""

This identifies the type of a sub-account.

Many Financial Institutions (FIs) distinguish between activity and positions in cash, margin, and short accounts, with some FIs having many other types of 'sub-accounts'. Open Financial Exchange (OFX) defines four standard sub-account types: CASH, MARGIN, SHORT, and OTHER.

TypeDescription
char* (read-only)
Default Value: ""

A description of the open order type. This is a string representation of the value returned by the OOType field.

The types and their meanings are as follows:


ootOOBUYDEBT (0)	Buy Debt
ootOOBUYMF (1)	Buy Mutual Fund
ootOOBUYOPT (2)	Buy Option
ootOOBUYOTHER (3)	Buy Other
ootOOBUYSTOCK (4)	Buy Stock
ootOOSELLDEBT (5)	Sell Debt
ootOOSELLMF (6)	Sell Mutual Fund
ootOOSELLOPT (7)	Sell Option
ootOOSELLOTHER (8)	Sell Other
ootOOSELLSTOCK (9)	Sell Stock
ootSWITCHMF (10)	Switch to Mutual Fund
ootOTHER (255)	Other

Units
char* (read-only)
Default Value: ""

Quantity of the security the open order is for.

UnitType
char* (read-only)
Default Value: ""

What the units represent. Possible values are: SHARES and CURRENCY.

PositionDetail Type

This type corresponds to a single investment position in the list of positions.

Syntax

InEBankPositionDetail (declared in inebank.h)

Remarks

PositionDetail objects are used when listing investment positions (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

The following fields are available:

Account
Aggregate
DatePriceAsOf
MarketValue
Memo
Option
PosType
SecurityId
TypeDescription
UnitPrice
Units

Fields

Account
char* (read-only)
Default Value: ""

Indicates the type of sub-account where the position is held in. Possible values are: CASH, MARGIN, SHORT, OTHER.

This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

Aggregate
char* (read-only)
Default Value: ""

Wrapper for a position information.

This aggregate contains fields relevant to all investment position types, as well as those specific to a given position type.

DatePriceAsOf
char* (read-only)
Default Value: ""

Date and time of unit price and market value. Can be 0 if unit price and market value are unknown.

This format specifies also how the returned dates are going to get parsed.

MarketValue
char* (read-only)
Default Value: ""

Current market value of this position.

Memo
char* (read-only)
Default Value: ""

Memo regarding this position.

This property is an optional field. When calling the GetStatement method, if the server's response does not contain this value, querying the property will return an empty string.

Option
char* (read-only)
Default Value: ""

Indicates position type for the given sub-account where this position takes place. Each statement response must contain a complete set of position records, even if no transactions occurred in the requested statement period for a particular holding.

Possible values are: SHORT (Writer for options, Short for all others) and LONG (Holder for options, Long for all others). For options, position type SHORT is equivalent to WRITING an option, and position type LONG is equivalent to HOLDING an option.

For security types where there is only one type (for example, bonds), LONG is used.

PosType
int (read-only)
Default Value: 0

Type for general position aggregate. The positions types and their meanings are as follows:


ptPOSDEBT (0)	Debt
ptPOSMF (1)	Mutual Fund
ptPOSOPT (2)	Option
ptPOSOTHER (3)	Other Position
ptPOSSTOCK (4)	Stock
ptOTHER (255)	Other

SecurityId
char* (read-only)
Default Value: ""

The security ID for this position.

This field consists of a naming standard followed by a semicolon and a 9-character identifier. The naming standard identifies the method used for assigning the identifier ("CUSIP" in the US) and is unique within the indicated naming standard. This field is always returned with the positions information if such an information is requested to be included (IncludePositions was set to True) in the investment statement download request (when calling the GetStatement method).

TypeDescription
char* (read-only)
Default Value: ""

A description of the position type. This is a string representation of the value returned by the PosType.

The types and their meanings are as follows:


ptPOSDEBT (0)	Debt
ptPOSMF (1)	Mutual Fund
ptPOSOPT (2)	Option
ptPOSOTHER (3)	Other Position
ptPOSSTOCK (4)	Stock
ptOTHER (255)	Other

UnitPrice
char* (read-only)
Default Value: ""

Unit price. Depending on the type of sub-account where this position takes place, this indicates the following:


Stocks, Market Funds, Other	Price per share
Bonds	Percentage of par
Options	Premium per share of underlying security

Units
char* (read-only)
Default Value: ""

Quantity of positions. Depending on the type of sub-account where this position takes place, this indicates the following:


Stocks, Market Funds, Other,	Number of shares held
Bonds	The face value
Options	Number of contracts

SecurityDetail Type

This type corresponds to a single investment security in the list of securities.

Syntax

InEBankSecurityDetail (declared in inebank.h)

Remarks

SecurityDetail objects are used when listing investment securities (if any) returned by the FI OFX server when the GetStatement, ReadOFXDataFile, or WriteOFXDataFile methods are called.

The following fields are available:

Aggregate
AssetClass
FITID
Memo
Name
SecType
SecurityId
Ticker
TypeDescription
UnitPrice
Yield

Fields

Aggregate
char* (read-only)
Default Value: ""

Wrapper for security information.

The value of this property is returned by the server when the investment statement download contains positions, transactions, or open orders.

The Aggregate contains information about security referenced in the investment statement download. Clients are completely dependent on the security list to provide descriptive information for the securities referenced in positions, transactions, and open orders.

These aggregates define the type of security, and one or more sets of descriptive information.

AssetClass
char* (read-only)
Default Value: ""

Asset Class for the security (at most one). The possible values and their meanings are as follows:


DOMESTICBOND	The Domestic Bonds asset class consists of government or corporate bonds issued in the United States.
INTLBOND	The International Bonds asset class consists of government or corporate bonds issued in foreign countries or the United States.
LARGESTOCK	The Large Cap Stocks asset class consists of stocks for U.S. companies with market capitalizations of $2 billion or more.
SMALLSTOCK	The Small Cap Stocks asset class consists of stocks for U.S. companies with market capitalizations of approximately $100 million to $2 billion.
INTLSTOCK	The International Stocks asset class consists of publicly traded stocks for companies based in foreign countries.
MONEYMRKT	The Money Market asset class consists of stable, short-term investments, which provide income that rises and falls with short-term interest rates.
OTHER	The Other asset class consists of investments that do not fit in any of the other asset classes.

FITID
char* (read-only)
Default Value: ""

Transaction Id assigned by the financial institution.

This is a character string up to 32 octets long.

Memo
char* (read-only)
Default Value: ""

Memo regarding this security. This value is optional.

Name
char* (read-only)
Default Value: ""

Full name of the security. The name can be up to 120 characters long.

SecType
int (read-only)
Default Value: 0

The type of security. This is a string representation of the value returned by the SecType field.

The security types and their meanings are as follows:


stDEBTINFO (0)	Debt information
stMFINFO (1)	Mutual fund information
stOPTINFO (2)	Option information
stOTHERINFO (3)	Other information
stSTOCKINFO (4)	Stock information
stOTHER(255)	Other

SecurityId
char* (read-only)
Default Value: ""

Security identifier.

Ticker
char* (read-only)
Default Value: ""

Ticker symbol of the security. The value can be up to 32 characters long.

TypeDescription
char* (read-only)
Default Value: ""

A description of the security type. This is a string representation of the value returned by the SecType field.

The types and their meanings are as follows:


stDEBTINFO (0)	Debt information
stMFINFO (1)	Mutual fund information
stOPTINFO (2)	Option information
stOTHERINFO (3)	Other information
stSTOCKINFO (4)	Stock information
stOTHER (255)	Other information

UnitPrice
char* (read-only)
Default Value: ""

This is the current unit price of the security as provided by the server. It may be a real-time or delayed quote. The delay amount is determined by the data provider.

Yield
char* (read-only)
Default Value: ""

Current yield reported as portion of the fund's assets (at most one). This can be returned in the server reply only when SecType is stMFINFO or stSTOCKINFO.

InEBankList Type

Syntax

InEBankList<T> (declared in inebank.h)

Remarks

InEBankList is a generic class that is used to hold a collection of objects of type T, where T is one of the custom types supported by the InvStatement class.

Methods

GetCount	This method returns the current size of the collection. int GetCount() {}
SetCount	This method sets the size of the collection. This method returns `0` if setting the size was successful; or `-1` if the collection is `ReadOnly`. When adding additional objects to a collection call this method to specify the new size. Increasing the size of the collection preserves existing objects in the collection. int SetCount(int count) {}
Get	This method gets the item at the specified position. The `index` parameter specifies the index of the item in the collection. This method returns `NULL` if an invalid `index` is specified. T* Get(int index) {}
Set	This method sets the item at the specified position. The `index` parameter specifies the index of the item in the collection that is being set. This method returns `-1` if an invalid `index` is specified. Note: Objects created using the `new` operator must be freed using the `delete` operator; they will not be automatically freed by the class. T* Set(int index, T* value) {}

Config Settings (InvStatement 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.

OFX Config Settings

AuthToken: Authentication token required for this signon session only.

This credential is provided to the user out of band.

In the profile response, if AuthTokenFirst is True, then AuthToken should be sent in the very first signon.

ClientUId: Unique ID identifying OFX Client.

In the profile response, if ClientUIdReq is True, then ClientUId should be set and included in all future requests.

CorrectAction[i]: The action taken to a previously sent transaction corrected by the current one.

If present in the list of transactions response, this represents the action taken to a previously sent transaction that is corrected by this record. Possible values are: REPLACE or DELETE. REPLACE replaces the transaction that it corrects referenced by CorrectFITID[i];. DELETE deletes it. This is applicable to statement download components only.

CorrectFITID[i]: The FITID of a previously sent transaction corrected by the current one.

If present in the list of transactions response, this represents the FITID of a previously sent transaction that is corrected by this record. Based on the value of CorrectAction[i];, this transaction replaces or deletes the transaction that it corrects. This is applicable to statement download components only.

CurrencyFormat: The format to be used for returning currency values.

If this is set to a non-empty string, the class will attempt to use the value as a pattern to format all currency strings returned from the server. You may use any of the system's default number formatting strings.

DateFormat: The format to be used for input and output dates.

This format is used for input and output dates. You may use any of the system's default date formatting strings.

When submitting the request: all your input dates should be entered in a format specified by DateFormat and the class will convert those to OFXDateFormat right before sending the request.

For example, if you set a date to '2000.01.01' (by first setting the DateFormat to 'yyyy.MM.dd'), for a EST timezone, the class will convert it to '20000101000000.000[-5:EST]' (format specified by OFXDateFormat).

When parsing the response: if DateFormat is set to a non-empty string, the class will attempt to use the value as a pattern to format all date strings as they are returned. Otherwise, the system's default value will be used for formatting.

If the DateFormat is set to the special value "OFXDATE": During input:, any values you supply to date properties are passed to the server directly with no changes; During output: all dates will be returned in the OFX format as it was provided by the server without performing any modifications.

GetResponseVar: Parses additional information out of the response.

Any additional response information contained within the OFX response that is not available via the Response fields, may be retrieved with this GetResponseVar config.

To obtain a response value, pass the XPath to the value you wish to receive. For instance, if the OFX response contains: "<OFX><SIGNONMSGSRSV1><SONRS><STATUS><CODE>0<SEVERITY>INFO</STATUS><DTSERVER>20120104223836.575<LANGUAGE>ENG"

Then calling GetResponseVar("/OFX/SIGNONMSGSRVSV1/LANGUAGE") will return "ENG".

NewPassword: New password for the current OFX user.

Setting NewPassword to a non-empty value will cause the class to issue a password change request during sign-on along with the regular current OFX request. After the request is sent, this value will be cleared.

The correct current password is needed as well during signon request and must be supplied through the OFXPassword. Upon successful reply from the server, the NewPassword used becomes the new password.

OFXDateFormat: The date format as required by OFX FI server.

Most of OFX FI servers, accept the default format, where the offset (G) and timezone (Z) are specified. However, there might still be some servers that do not accept that part. In such cases, you will have to set the OFXDateFormat to "YYYYMMddHHmmss.xxx" and GMT will be assumed as the default value.

Your input dates should be entered in a format specified by DateFormat and the class will convert those to OFXDateFormat (format that OFX FI server recognizes) right before sending the request.

OFXLog: Log file for the OFX transaction.

This setting records the OFX communication, but without including HTTP headers, to a file.

Please note that ReadOFXDataFile will not be able to parse this file because of the OFX request content present. If only the response of the server is required, please look at the WriteOFXDataFile method instead.

ServerMessage: Server message if a warning or other information returned.

When sending a transaction request to a FI, their server with return either a successful reply or an error. However, even when a transaction is successful, a warning or other server messages might still be returned and are to be treated as informational notes only.

UserCred1A: Additional user credential required by server.

In the profile response, if UserCred1Q is present, then UserCred1A should be set (as the answer to question identified by UserCred1Q) and it should be included in all future requests as part of the signon.

UserCred2A: Additional user credential required by server.

In the profile response, if UserCred2Q is present, then UserCred2A should be set (as the answer to question identified by UserCred2Q) and it should be included in all future requests as part of the signon.

HTTP Config Settings

AcceptEncoding: Used to tell the server which types of content encodings the client supports.

When AllowHTTPCompression is True, the class adds an Accept-Encoding header to the request being sent to the server. By default, this header's value is "gzip, deflate". This configuration setting allows you to change the value of the Accept-Encoding header. Note: The class only supports gzip and deflate decompression algorithms.

AllowHTTPCompression: This property enables HTTP compression for receiving data.

This configuration setting enables HTTP compression for receiving data. When set to True (default), the class will accept compressed data. It then will uncompress the data it has received. The class will handle data compressed by both gzip and deflate compression algorithms.

When True, the class adds an Accept-Encoding header to the outgoing request. The value for this header can be controlled by the AcceptEncoding configuration setting. The default value for this header is "gzip, deflate".

The default value is True.

AllowHTTPFallback: Whether HTTP/2 connections are permitted to fallback to HTTP/1.1.

This configuration setting controls whether HTTP/2 connections are permitted to fall back to HTTP/1.1 when the server does not support HTTP/2. This setting is applicable only when HTTPVersion is set to "2.0".

If set to True (default), the class will automatically use HTTP/1.1 if the server does not support HTTP/2. If set to False, the class fails with an error if the server does not support HTTP/2.

The default value is True.

Append: Whether to append data to LocalFile.

This configuration setting determines whether data will be appended when writing to LocalFile. When set to True, downloaded data will be appended to LocalFile. This may be used in conjunction with Range to resume a failed download. This is applicable only when LocalFile is set. The default value is False.

Authorization: The Authorization string to be sent to the server.

If the Authorization property contains a nonempty string, an Authorization HTTP request header is added to the request. This header conveys Authorization information to the server.

This property is provided so that the HTTP class can be extended with other security schemes in addition to the authorization schemes already implemented by the class.

The AuthScheme property defines the authentication scheme used. In the case of HTTP Basic Authentication (default), every time User and Password are set, they are Base64 encoded, and the result is put in the Authorization property in the form "Basic [encoded-user-password]".

BytesTransferred: Contains the number of bytes transferred in the response data.

This configuration setting returns the raw number of bytes from the HTTP response data, before the component processes the data, whether it is chunked or compressed. This returns the same value as the Transfer event, by BytesTransferred.

ChunkSize: Specifies the chunk size in bytes when using chunked encoding.

This is applicable only when UseChunkedEncoding is True. This setting specifies the chunk size in bytes to be used when posting data. The default value is 16384.

CompressHTTPRequest: Set to true to compress the body of a PUT or POST request.

If set to True, the body of a PUT or POST request will be compressed into gzip format before sending the request. The "Content-Encoding" header is also added to the outgoing request.

The default value is False.

EncodeURL: If set to True the URL will be encoded by the class.

If set to True, the URL passed to the class will be URL encoded. The default value is False.

FollowRedirects: Determines what happens when the server issues a redirect.

This option determines what happens when the server issues a redirect. Normally, the class returns an error if the server responds with an "Object Moved" message. If this property is set to 1 (always), the new URL for the object is retrieved automatically every time.

If this property is set to 2 (Same Scheme), the new URL is retrieved automatically only if the URL Scheme is the same; otherwise, the class fails with an error.

Note: Following the HTTP specification, unless this option is set to 1 (Always), automatic redirects will be performed only for GET or HEAD requests. Other methods potentially could change the conditions of the initial request and create security vulnerabilities.

Furthermore, if either the new URL server or port are different from the existing one, User and Password are also reset to empty, unless this property is set to 1 (Always), in which case the same credentials are used to connect to the new server.

A Redirect event is fired for every URL the product is redirected to. In the case of automatic redirections, the Redirect event is a good place to set properties related to the new connection (e.g., new authentication parameters).

The default value is 0 (Never). In this case, redirects are never followed, and the class fails with an error instead.

Following are the valid options:

0 - Never
1 - Always
2 - Same Scheme

GetOn302Redirect: If set to True the class will perform a GET on the new location.

The default value is False. If set to True, the class will perform a GET on the new location. Otherwise, it will use the same HTTP method again.

HTTP2HeadersWithoutIndexing: HTTP2 headers that should not update the dynamic header table with incremental indexing.

HTTP/2 servers maintain a dynamic table of headers and values seen over the course of a connection. Typically, these headers are inserted into the table through incremental indexing (also known as HPACK, defined in RFC 7541). To tell the component not to use incremental indexing for certain headers, and thus not update the dynamic table, set this configuration option to a comma-delimited list of the header names.

HTTPVersion: The version of HTTP used by the class.

This property specifies the HTTP version used by the class. Possible values are as follows:

"1.0"
"1.1" (default)
"2.0"
"3.0"

When using HTTP/2 ("2.0") or HTTP/3 ("3.0"), additional restrictions apply. Please see the following notes for details.

HTTP/2 Notes

When using HTTP/2, a secure Secure Sockets Layer/Transport Layer Security (TLS/SSL) connection is required. Attempting to use a plaintext URL with HTTP/2 will result in an error.

If the server does not support HTTP/2, the class will automatically use HTTP/1.1 instead. This is done to provide compatibility without the need for any additional settings. To see which version was used, check NegotiatedHTTPVersion after calling a method. The AllowHTTPFallback setting controls whether this behavior is allowed (default) or disallowed.

HTTP/3 Notes

HTTP/3 is supported only in .NET and Java.

When using HTTP/3, a secure (TLS/SSL) connection is required. Attempting to use a plaintext URL with HTTP/3 will result in an error.

IfModifiedSince: A date determining the maximum age of the desired document.

If this setting contains a nonempty string, an If-Modified-Since HTTP header is added to the request. The value of this header is used to make the HTTP request conditional: if the requested documented has not been modified since the time specified in the field, a copy of the document will not be returned from the server; instead, a 304 (not modified) response will be returned by the server and the component throws an exception

The format of the date value for IfModifiedSince is detailed in the HTTP specs. For example: Sat, 29 Oct 2017 19:43:31 GMT.

KeepAlive: Determines whether the HTTP connection is closed after completion of the request.

If true, the component will not send the Connection: Close header. The absence of the Connection header indicates to the server that HTTP persistent connections should be used if supported. Note: Not all servers support persistent connections. If false, the connection will be closed immediately after the server response is received.

The default value for KeepAlive is false.

KerberosSPN: The Service Principal Name for the Kerberos Domain Controller.

If the Service Principal Name on the Kerberos Domain Controller is not the same as the URL that you are authenticating to, the Service Principal Name should be set here.

LogLevel: The level of detail that is logged.

This configuration setting controls the level of detail that is logged through the Log event. Possible values are as follows:


0 (None)	No events are logged.
1 (Info - default)	Informational events are logged.
2 (Verbose)	Detailed data are logged.
3 (Debug)	Debug data are logged.

The value 1 (Info) logs basic information, including the URL, HTTP version, and status details.

The value 2 (Verbose) logs additional information about the request and response.

The value 3 (Debug) logs the headers and body for both the request and response, as well as additional debug information (if any).

MaxRedirectAttempts: Limits the number of redirects that are followed in a request.

When FollowRedirects is set to any value other than frNever, the class will follow redirects until this maximum number of redirect attempts are made. The default value is 20.

NegotiatedHTTPVersion: The negotiated HTTP version.

This configuration setting may be queried after the request is complete to indicate the HTTP version used. When HTTPVersion is set to "2.0" (if the server does not support "2.0"), then the class will fall back to using "1.1" automatically. This setting will indicate which version was used.

OtherHeaders: Other headers as determined by the user (optional).

This configuration setting can be set to a string of headers to be appended to the HTTP request headers.

The headers must follow the format "header: value" as described in the HTTP specifications. Header lines should be separated by CRLF ("\r\n") .

Use this configuration setting with caution. If this configuration setting contains invalid headers, HTTP requests may fail.

This configuration setting is useful for extending the functionality of the class beyond what is provided.

ProxyAuthorization: The authorization string to be sent to the proxy server.

This is similar to the Authorization configuration setting, but is used for proxy authorization. If this configuration setting contains a nonempty string, a Proxy-Authorization HTTP request header is added to the request. This header conveys proxy Authorization information to the server. If User and Password are specified, this value is calculated using the algorithm specified by AuthScheme.

ProxyAuthScheme: The authorization scheme to be used for the proxy.

This configuration setting is provided for use by classs that do not directly expose Proxy properties.

ProxyPassword: A password if authentication is to be used for the proxy.

This configuration setting is provided for use by classs that do not directly expose Proxy properties.

ProxyPort: Port for the proxy server (default 80).

This configuration setting is provided for use by classs that do not directly expose Proxy properties.

ProxyServer: Name or IP address of a proxy server (optional).

This configuration setting is provided for use by classs that do not directly expose Proxy properties.

ProxyUser: A user name if authentication is to be used for the proxy.

This configuration setting is provided for use by classs that do not directly expose Proxy properties.

SentHeaders: The full set of headers as sent by the client.

This configuration setting returns the complete set of raw headers as sent by the client.

StatusCode: The status code of the last response from the server.

This configuration setting contains the result code of the last response from the server.

StatusLine: The first line of the last response from the server.

This setting contains the first line of the last response from the server. The format of the line will be [HTTP version] [Result Code] [Description].

TransferredData: The contents of the last response from the server.

This configuration setting contains the contents of the last response from the server.

TransferredDataLimit: The maximum number of incoming bytes to be stored by the class.

If TransferredDataLimit is set to 0 (default), no limits are imposed. Otherwise, this reflects the maximum number of incoming bytes that can be stored by the class.

TransferredHeaders: The full set of headers as received from the server.

This configuration setting returns the complete set of raw headers as received from the server.

TransferredRequest: The full request as sent by the client.

This configuration setting returns the full request as sent by the client. For performance reasons, the request is not normally saved. Set this configuration setting to ON before making a request to enable it. Following are examples of this request:

.NET Http http = new Http(); http.Config("TransferredRequest=on"); http.PostData = "body"; http.Post("http://someserver.com"); Console.WriteLine(http.Config("TransferredRequest")); C++ HTTP http; http.Config("TransferredRequest=on"); http.SetPostData("body", 5); http.Post("http://someserver.com"); printf("%s\r\n", http.Config("TransferredRequest"));

UseChunkedEncoding: Enables or Disables HTTP chunked encoding for transfers.

If UseChunkedEncoding is set to True, the class will use HTTP-chunked encoding when posting, if possible. HTTP-chunked encoding allows large files to be sent in chunks instead of all at once. If set to False, the class will not use HTTP-chunked encoding. The default value is False.

Note: Some servers (such as the ASP.NET Development Server) may not support chunked encoding.

UseIDNs: Whether to encode hostnames to internationalized domain names.

This configuration setting specifies whether hostnames containing non-ASCII characters are encoded to internationalized domain names. When set to True, if a hostname contains non-ASCII characters, it is encoded using Punycode to an IDN (internationalized domain name).

The default value is False and the hostname will always be used exactly as specified. Note: The CodePage setting must be set to a value capable of interpreting the specified host name. For instance, to specify UTF-8, set CodePage to 65001. In the C++ Edition for Windows, the *W version of the class must be used. For instance, DNSW or HTTPW.

UsePlatformHTTPClient: Whether or not to use the platform HTTP client.

When using this configuration setting, if True, the component will use the default HTTP client for the platform (URLConnection in Java, WebRequest in .NET, or CFHTTPMessage in Mac/iOS) instead of the internal HTTP implementation. This is important for environments in which direct access to sockets is limited or not allowed (e.g., in the Google AppEngine).

Note: This setting is applicable only to Mac/iOS editions.

UseProxyAutoConfigURL: Whether to use a Proxy auto-config file when attempting a connection.

This configuration specifies whether the class will attempt to use the Proxy auto-config URL when establishing a connection and AutoDetect is set to True.

When True (default), the class will check for the existence of a Proxy auto-config URL, and if found, will determine the appropriate proxy to use.

UserAgent: Information about the user agent (browser).

This is the value supplied in the HTTP User-Agent header. The default setting is "IPWorks HTTP Component - www.nsoftware.com".

Override the default with the name and version of your software.

TCPClient Config Settings

ConnectionTimeout: Sets a separate timeout value for establishing a connection.

When set, this configuration setting allows you to specify a different timeout value for establishing a connection. Otherwise, the class will use Timeout for establishing a connection and transmitting/receiving data.

FirewallAutoDetect: Tells the class whether or not to automatically detect and use firewall system settings, if available.

This configuration setting is provided for use by classs that do not directly expose Firewall properties.

FirewallHost: Name or IP address of firewall (optional).

If a FirewallHost is given, requested connections will be authenticated through the specified firewall when connecting.

If the FirewallHost setting is set to a Domain Name, a DNS request is initiated. Upon successful termination of the request, the FirewallHost setting is set to the corresponding address. If the search is not successful, an error is returned.

Note: This setting is provided for use by classs that do not directly expose Firewall properties.

FirewallPassword: Password to be used if authentication is to be used when connecting through the firewall.

If FirewallHost is specified, the FirewallUser and FirewallPassword settings are used to connect and authenticate to the given firewall. If the authentication fails, the class fails with an error.

Note: This setting is provided for use by classs that do not directly expose Firewall properties.

FirewallPort: The TCP port for the FirewallHost;.

The FirewallPort is set automatically when FirewallType is set to a valid value.

Note: This configuration setting is provided for use by classs that do not directly expose Firewall properties.

FirewallType: Determines the type of firewall to connect through.

Possible values are as follows:


0	No firewall (default setting).
1	Connect through a tunneling proxy. FirewallPort is set to 80.
2	Connect through a SOCKS4 Proxy. FirewallPort is set to 1080.
3	Connect through a SOCKS5 Proxy. FirewallPort is set to 1080.
10	Connect through a SOCKS4A Proxy. FirewallPort is set to 1080.

Note: This setting is provided for use by classs that do not directly expose Firewall properties.

FirewallUser: A user name if authentication is to be used connecting through a firewall.

If the FirewallHost is specified, the FirewallUser and FirewallPassword settings are used to connect and authenticate to the Firewall. If the authentication fails, the class fails with an error.

Note: This setting is provided for use by classs that do not directly expose Firewall properties.

KeepAliveInterval: The retry interval, in milliseconds, to be used when a TCP keep-alive packet is sent and no response is received.

When set, TCPKeepAlive will automatically be set to True. A TCP keep-alive packet will be sent after a period of inactivity as defined by KeepAliveTime. If no acknowledgment is received from the remote host, the keep-alive packet will be sent again. This configuration setting specifies the interval at which the successive keep-alive packets are sent in milliseconds. This system default if this value is not specified here is 1 second.

Note: This value is not applicable in macOS.

KeepAliveRetryCount: The number of keep-alive packets to be sent before the remotehost is considered disconnected.

When set, TCPKeepAlive will automatically be set to True. A TCP keep-alive packet will be sent after a period of inactivity as defined by KeepAliveTime. If no acknowledgment is received from the remote host, the keep-alive packet will be sent again. This configuration setting specifies the number of times that the keep-alive packets will be sent before the remote host is considered disconnected. The system default if this value is not specified here is 9.

Note: This configuration setting is only available in the Unix platform. It is not supported in masOS or FreeBSD.

KeepAliveTime: The inactivity time in milliseconds before a TCP keep-alive packet is sent.

When set, TCPKeepAlive will automatically be set to True. By default, the operating system will determine the time a connection is idle before a Transmission Control Protocol (TCP) keep-alive packet is sent. This system default if this value is not specified here is 2 hours. In many cases, a shorter interval is more useful. Set this value to the desired interval in milliseconds.

Linger: When set to True, connections are terminated gracefully.

This property controls how a connection is closed. The default is True.

In the case that Linger is True (default), two scenarios determine how long the connection will linger. In the first, if LingerTime is 0 (default), the system will attempt to send pending data for a connection until the default IP timeout expires.

In the second scenario, if LingerTime is a positive value, the system will attempt to send pending data until the specified LingerTime is reached. If this attempt fails, then the system will reset the connection.

The default behavior (which is also the default mode for stream sockets) might result in a long delay in closing the connection. Although the class returns control immediately, the system could hold system resources until all pending data are sent (even after your application closes).

Setting this property to False forces an immediate disconnection. If you know that the other side has received all the data you sent (e.g., by a client acknowledgment), setting this property to False might be the appropriate course of action.

LingerTime: Time in seconds to have the connection linger.

LingerTime is the time, in seconds, the socket connection will linger. This value is 0 by default, which means it will use the default IP timeout.

LocalHost: The name of the local host through which connections are initiated or accepted.

The LocalHost setting contains the name of the local host as obtained by the gethostname() system call, or if the user has assigned an IP address, the value of that address.

In multihomed hosts (machines with more than one IP interface), setting LocalHost to the value of an interface will make the class initiate connections (or accept in the case of server classs) only through that interface.

If the class is connected, the LocalHost setting shows the IP address of the interface through which the connection is made in internet dotted format (aaa.bbb.ccc.ddd). In most cases, this is the address of the local host, except for multihomed hosts (machines with more than one IP interface).

LocalPort: The port in the local host where the class binds.

This configuration setting must be set before a connection is attempted. It instructs the class to bind to a specific port (or communication endpoint) in the local machine.

Setting this to 0 (default) enables the system to choose a port at random. The chosen port will be shown by LocalPort after the connection is established.

LocalPort cannot be changed once a connection is made. Any attempt to set this when a connection is active will generate an error.

This configuration setting is useful when trying to connect to services that require a trusted port on the client side. An example is the remote shell (rsh) service in UNIX systems.

MaxLineLength: The maximum amount of data to accumulate when no EOL is found.

MaxLineLength is the size of an internal buffer, which holds received data while waiting for an EOL string.

If an EOL string is found in the input stream before MaxLineLength bytes are received, the DataIn event is fired with the EOL parameter set to True, and the buffer is reset.

If no EOL is found, and MaxLineLength bytes are accumulated in the buffer, the DataIn event is fired with the EOL parameter set to False, and the buffer is reset.

The minimum value for MaxLineLength is 256 bytes. The default value is 2048 bytes.

MaxTransferRate: The transfer rate limit in bytes per second.

This configuration setting can be used to throttle outbound TCP traffic. Set this to the number of bytes to be sent per second. By default, this is not set and there is no limit.

ProxyExceptionsList: A semicolon separated list of hosts and IPs to bypass when using a proxy.

This configuration setting optionally specifies a semicolon-separated list of hostnames or IP addresses to bypass when a proxy is in use. When requests are made to hosts specified in this property, the proxy will not be used. For instance:

www.google.com;www.nsoftware.com

TCPKeepAlive: Determines whether or not the keep alive socket option is enabled.

If set to True, the socket's keep-alive option is enabled and keep-alive packets will be sent periodically to maintain the connection. Set KeepAliveTime and KeepAliveInterval to configure the timing of the keep-alive packets.

Note: This value is not applicable in Java.

TcpNoDelay: Whether or not to delay when sending packets.

When set to True, the socket will send all data that are ready to send at once. When set to False, the socket will send smaller buffered packets of data at small intervals. This is known as the Nagle algorithm.

By default, this configuration setting is set to False.

UseIPv6: Whether to use IPv6.

When set to 0 (default), the class will use IPv4 exclusively. When set to 1, the class will use IPv6 exclusively. To instruct the class to prefer IPv6 addresses, but use IPv4 if IPv6 is not supported on the system, this setting should be set to 2. The default value is 0. Possible values are as follows:


0	IPv4 only
1	IPv6 only
2	IPv6 with IPv4 fallback

SSL Config Settings

LogSSLPackets: Controls whether SSL packets are logged when using the internal security API.

When SSLProvider is set to Internal, this configuration setting controls whether Secure Sockets Layer (SSL) packets should be logged. By default, this configuration setting is False, as it is useful only for debugging purposes.

When enabled, SSL packet logs are output using the SSLStatus event, which will fire each time an SSL packet is sent or received.

Enabling this configuration setting has no effect if SSLProvider is set to Platform.

OpenSSLCADir: The path to a directory containing CA certificates.

This functionality is available only when the provider is OpenSSL.

The path set by this property should point to a directory containing CA certificates in PEM format. The files each contain one CA certificate. The files are looked up by the CA subject name hash value, which must hence be available. If more than one CA certificate with the same name hash value exist, the extension must be different (e.g., 9d66eef0.0, 9d66eef0.1). OpenSSL recommends the use of the c_rehash utility to create the necessary links. Please refer to the OpenSSL man page SSL_CTX_load_verify_locations(3) for details.

OpenSSLCAFile: Name of the file containing the list of CA's trusted by your application.

This functionality is available only when the provider is OpenSSL.

The file set by this property should contain a list of CA certificates in PEM format. The file can contain several CA certificates identified by the following sequences:

-----BEGIN CERTIFICATE-----

... (CA certificate in base64 encoding) ...

-----END CERTIFICATE-----

Before, between, and after the certificate text is allowed, which can be used, for example, for descriptions of the certificates. Refer to the OpenSSL man page SSL_CTX_load_verify_locations(3) for details.

OpenSSLCipherList: A string that controls the ciphers to be used by SSL.

This functionality is available only when the provider is OpenSSL.

The format of this string is described in the OpenSSL man page ciphers(1) section "CIPHER LIST FORMAT". Please refer to it for details. The default string "DEFAULT" is determined at compile time and is normally equivalent to "ALL:!ADH:RC4+RSA:+SSLv2:@STRENGTH".

OpenSSLPrngSeedData: The data to seed the pseudo random number generator (PRNG).

This functionality is available only when the provider is OpenSSL.

By default, OpenSSL uses the device file "/dev/urandom" to seed the PRNG, and setting OpenSSLPrngSeedData is not required. If set, the string specified is used to seed the PRNG.

ReuseSSLSession: Determines if the SSL session is reused.

If set to True, the class will reuse the context if and only if the following criteria are met:

The target host name is the same.
The system cache entry has not expired (default timeout is 10 hours).
The application process that calls the function is the same.
The logon session is the same.
The instance of the class is the same.

SSLCACertFilePaths: The paths to CA certificate files on Unix/Linux.

This configuration setting specifies the paths on disk to CA certificate files on Unix/Linux.

The value is formatted as a list of paths separated by semicolons. The class will check for the existence of each file in the order specified. When a file is found, the CA certificates within the file will be loaded and used to determine the validity of server or client certificates.

The default value is as follows:

/etc/ssl/ca-bundle.pem;/etc/pki/tls/certs/ca-bundle.crt;/etc/ssl/certs/ca-certificates.crt;/etc/pki/tls/cacert.pem

SSLCACerts: A newline separated list of CA certificates to be included when performing an SSL handshake.

When SSLProvider is set to Internal, this configuration setting specifies one or more CA certificates to be included with the SSLCert property. Some servers or clients require the entire chain, including CA certificates, to be presented when performing SSL authentication. The value of this configuration setting is a newline-separated (CR/LF) list of certificates. For instance:

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
... Intermediate Cert ...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
... Root Cert ...
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

SSLCipherStrength: The minimum cipher strength used for bulk encryption.

This minimum cipher strength is largely dependent on the security modules installed on the system. If the cipher strength specified is not supported, an error will be returned when connections are initiated.

Note: This configuration setting contains the minimum cipher strength requested from the security library. The actual cipher strength used for the connection is shown by the SSLStatus event.

Use this configuration setting with caution. Requesting a lower cipher strength than necessary could potentially cause serious security vulnerabilities in your application.

When the provider is OpenSSL, SSLCipherStrength is currently not supported. This functionality is instead made available through the OpenSSLCipherList configuration setting.

SSLClientCACerts: A newline separated list of CA certificates to use during SSL client certificate validation.

This configuration setting is only applicable to server components (e.g., TCPServer) see SSLServerCACerts for client components (e.g., TCPClient). This setting can be used to optionally specify one or more CA certificates to be used when verifying the client certificate that is presented by the client during the SSL handshake when SSLAuthenticateClients is enabled. When verifying the client's certificate, the certificates trusted by the system will be used as part of the verification process. If the client's CA certificates are not installed to the trusted system store, they may be specified here so they are included when performing the verification process. This configuration setting should be set only if the client's CA certificates are not already trusted on the system and cannot be installed to the trusted system store.

The value of this configuration setting is a newline-separated (CR/LF) list of certificates. For instance:

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
... Intermediate Cert ...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
... Root Cert ...
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

SSLEnabledCipherSuites: The cipher suite to be used in an SSL negotiation.

This configuration setting enables the cipher suites to be used in SSL negotiation.

By default, the enabled cipher suites will include all available ciphers ("*").

The special value "*" means that the class will pick all of the supported cipher suites. If SSLEnabledCipherSuites is set to any other value, only the specified cipher suites will be considered.

Multiple cipher suites are separated by semicolons.

Example values when SSLProvider is set to Platform include the following: obj.config("SSLEnabledCipherSuites=*"); obj.config("SSLEnabledCipherSuites=CALG_AES_256"); obj.config("SSLEnabledCipherSuites=CALG_AES_256;CALG_3DES"); Possible values when SSLProvider is set to Platform include the following:

CALG_3DES
CALG_3DES_112
CALG_AES
CALG_AES_128
CALG_AES_192
CALG_AES_256
CALG_AGREEDKEY_ANY
CALG_CYLINK_MEK
CALG_DES
CALG_DESX
CALG_DH_EPHEM
CALG_DH_SF
CALG_DSS_SIGN
CALG_ECDH
CALG_ECDH_EPHEM
CALG_ECDSA
CALG_ECMQV
CALG_HASH_REPLACE_OWF
CALG_HUGHES_MD5
CALG_HMAC
CALG_KEA_KEYX
CALG_MAC
CALG_MD2
CALG_MD4
CALG_MD5
CALG_NO_SIGN
CALG_OID_INFO_CNG_ONLY
CALG_OID_INFO_PARAMETERS
CALG_PCT1_MASTER
CALG_RC2
CALG_RC4
CALG_RC5
CALG_RSA_KEYX
CALG_RSA_SIGN
CALG_SCHANNEL_ENC_KEY
CALG_SCHANNEL_MAC_KEY
CALG_SCHANNEL_MASTER_HASH
CALG_SEAL
CALG_SHA
CALG_SHA1
CALG_SHA_256
CALG_SHA_384
CALG_SHA_512
CALG_SKIPJACK
CALG_SSL2_MASTER
CALG_SSL3_MASTER
CALG_SSL3_SHAMD5
CALG_TEK
CALG_TLS1_MASTER
CALG_TLS1PRF

Example values when SSLProvider is set to Internalinclude the following:

obj.config("SSLEnabledCipherSuites=*");
obj.config("SSLEnabledCipherSuites=TLS_DHE_DSS_WITH_AES_128_CBC_SHA");
obj.config("SSLEnabledCipherSuites=TLS_DHE_DSS_WITH_AES_128_CBC_SHA;TLS_ECDH_RSA_WITH_AES_128_CBC_SHA");

Possible values when SSLProvider is set to Internal include the following:

TLS_ECDHE_ECDSA_WITH_AES_256_GCM_SHA384
TLS_ECDHE_ECDSA_WITH_AES_128_GCM_SHA256
TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256
TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384
TLS_ECDH_ECDSA_WITH_AES_256_GCM_SHA384
TLS_RSA_WITH_AES_256_GCM_SHA384
TLS_RSA_WITH_AES_128_GCM_SHA256
TLS_ECDH_ECDSA_WITH_AES_128_GCM_SHA256
TLS_DHE_DSS_WITH_AES_256_GCM_SHA384
TLS_DHE_RSA_WITH_AES_256_GCM_SHA384
TLS_ECDH_RSA_WITH_AES_256_GCM_SHA384
TLS_ECDH_RSA_WITH_AES_128_GCM_SHA256
TLS_DHE_RSA_WITH_AES_128_GCM_SHA256
TLS_DHE_DSS_WITH_AES_128_GCM_SHA256
TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA384
TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA256
TLS_ECDH_ECDSA_WITH_AES_256_CBC_SHA384
TLS_DHE_DSS_WITH_AES_256_CBC_SHA256
TLS_RSA_WITH_AES_256_CBC_SHA256
TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA384
TLS_ECDH_RSA_WITH_AES_256_CBC_SHA384
TLS_DHE_RSA_WITH_AES_256_CBC_SHA256
TLS_DHE_RSA_WITH_AES_128_CBC_SHA256
TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA256
TLS_RSA_WITH_AES_128_CBC_SHA256
TLS_ECDH_ECDSA_WITH_AES_128_CBC_SHA256
TLS_ECDH_RSA_WITH_AES_128_CBC_SHA256
TLS_DHE_DSS_WITH_AES_128_CBC_SHA256
TLS_RSA_WITH_AES_256_CBC_SHA
TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA
TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA
TLS_ECDH_ECDSA_WITH_AES_256_CBC_SHA
TLS_DHE_RSA_WITH_AES_256_CBC_SHA
TLS_ECDH_RSA_WITH_AES_256_CBC_SHA
TLS_DHE_DSS_WITH_AES_256_CBC_SHA
TLS_RSA_WITH_AES_128_CBC_SHA
TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA
TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA
TLS_ECDH_ECDSA_WITH_AES_128_CBC_SHA
TLS_ECDH_RSA_WITH_AES_128_CBC_SHA
TLS_DHE_RSA_WITH_AES_128_CBC_SHA
TLS_DHE_DSS_WITH_AES_128_CBC_SHA
TLS_ECDHE_ECDSA_WITH_3DES_EDE_CBC_SHA
TLS_ECDHE_RSA_WITH_3DES_EDE_CBC_SHA
TLS_ECDH_ECDSA_WITH_3DES_EDE_CBC_SHA
TLS_ECDH_RSA_WITH_3DES_EDE_CBC_SHA
TLS_DHE_RSA_WITH_3DES_EDE_CBC_SHA
TLS_DHE_DSS_WITH_3DES_EDE_CBC_SHA
TLS_RSA_WITH_3DES_EDE_CBC_SHA
TLS_RSA_WITH_DES_CBC_SHA
TLS_DHE_RSA_WITH_DES_CBC_SHA
TLS_DHE_DSS_WITH_DES_CBC_SHA
TLS_RSA_WITH_RC4_128_MD5
TLS_RSA_WITH_RC4_128_SHA

When TLS 1.3 is negotiated (see SSLEnabledProtocols), only the following cipher suites are supported:

TLS_AES_256_GCM_SHA384
TLS_CHACHA20_POLY1305_SHA256
TLS_AES_128_GCM_SHA256

SSLEnabledCipherSuites is used together with SSLCipherStrength.

SSLEnabledProtocols: Used to enable/disable the supported security protocols.

This configuration setting is used to enable or disable the supported security protocols.

Not all supported protocols are enabled by default. The default value is 4032 for client components, and 3072 for server components. To specify a combination of enabled protocol versions set this config to the binary OR of one or more of the following values:


TLS1.3	12288 (Hex 3000)
TLS1.2	3072 (Hex C00) (Default - Client and Server)
TLS1.1	768 (Hex 300) (Default - Client)
TLS1	192 (Hex C0) (Default - Client)
SSL3	48 (Hex 30)
SSL2	12 (Hex 0C)

Note that only TLS 1.2 is enabled for server components that accept incoming connections. This adheres to industry standards to ensure a secure connection. Client components enable TLS 1.0, TLS 1.1, and TLS 1.2 by default and will negotiate the highest mutually supported version when connecting to a server, which should be TLS 1.2 in most cases.

SSLEnabledProtocols: Transport Layer Security (TLS) 1.3 Notes:

By default when TLS 1.3 is enabled, the class will use the internal TLS implementation when the SSLProvider is set to Automatic for all editions.

In editions that are designed to run on Windows, SSLProvider can be set to Platform to use the platform implementation instead of the internal implementation. When configured in this manner, please note that the platform provider is supported only on Windows 11/Windows Server 2022 and up. The default internal provider is available on all platforms and is not restricted to any specific OS version.

If set to 1 (Platform provider), please be aware of the following notes:

The platform provider is available only on Windows 11/Windows Server 2022 and up.
SSLEnabledCipherSuites and other similar SSL configuration settings are not supported.
If SSLEnabledProtocols includes both TLS 1.3 and TLS 1.2, these restrictions are still applicable even if TLS 1.2 is negotiated. Enabling TLS 1.3 with the platform provider changes the implementation used for all TLS versions.

SSLEnabledProtocols: SSL2 and SSL3 Notes:

SSL 2.0 and 3.0 are not supported by the class when the SSLProvider is set to internal. To use SSL 2.0 or SSL 3.0, the platform security API must have the protocols enabled and SSLProvider needs to be set to platform.

SSLEnableRenegotiation: Whether the renegotiation_info SSL extension is supported.

This configuration setting specifies whether the renegotiation_info SSL extension will be used in the request when using the internal security API. This configuration setting is false by default, but it can be set to true to enable the extension.

This configuration setting is applicable only when SSLProvider is set to Internal.

SSLIncludeCertChain: Whether the entire certificate chain is included in the SSLServerAuthentication event.

This configuration setting specifies whether the Encoded parameter of the SSLServerAuthentication event contains the full certificate chain. By default this value is False and only the leaf certificate will be present in the Encoded parameter of the SSLServerAuthentication event.

If set to True, all certificates returned by the server will be present in the Encoded parameter of the SSLServerAuthentication event. This includes the leaf certificate, any intermediate certificate, and the root certificate.

SSLKeyLogFile: The location of a file where per-session secrets are written for debugging purposes.

This configuration setting optionally specifies the full path to a file on disk where per-session secrets are stored for debugging purposes.

When set, the class will save the session secrets in the same format as the SSLKEYLOGFILE environment variable functionality used by most major browsers and tools, such as Chrome, Firefox, and cURL. This file can then be used in tools such as Wireshark to decrypt TLS traffic for debugging purposes. When writing to this file, the class will only append, it will not overwrite previous values.

Note: This configuration setting is applicable only when SSLProvider is set to Internal.

SSLNegotiatedCipher: Returns the negotiated cipher suite.

This configuration setting returns the cipher suite negotiated during the SSL handshake.

Note: For server components (e.g., TCPServer), this is a per-connection configuration setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedCipher[connId]");

SSLNegotiatedCipherStrength: Returns the negotiated cipher suite strength.

This configuration setting returns the strength of the cipher suite negotiated during the SSL handshake.

Note: For server components (e.g., TCPServer), this is a per-connection configuration setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedCipherStrength[connId]");

SSLNegotiatedCipherSuite: Returns the negotiated cipher suite.

This configuration setting returns the cipher suite negotiated during the SSL handshake represented as a single string.

SSLNegotiatedKeyExchange: Returns the negotiated key exchange algorithm.

This configuration setting returns the key exchange algorithm negotiated during the SSL handshake.

SSLNegotiatedKeyExchangeStrength: Returns the negotiated key exchange algorithm strength.

This configuration setting returns the strength of the key exchange algorithm negotiated during the SSL handshake.

SSLNegotiatedVersion: Returns the negotiated protocol version.

This configuration setting returns the protocol version negotiated during the SSL handshake.

Note: For server components (e.g., TCPServer), this is a per-connection configuration setting accessed by passing the ConnectionId. For example: server.Config("SSLNegotiatedVersion[connId]");

SSLSecurityFlags: Flags that control certificate verification.

The following flags are defined (specified in hexadecimal notation). They can be ORed together to exclude multiple conditions:


0x00000001	Ignore time validity status of certificate.
0x00000002	Ignore time validity status of CTL.
0x00000004	Ignore non-nested certificate times.
0x00000010	Allow unknown certificate authority.
0x00000020	Ignore wrong certificate usage.
0x00000100	Ignore unknown certificate revocation status.
0x00000200	Ignore unknown CTL signer revocation status.
0x00000400	Ignore unknown certificate authority revocation status.
0x00000800	Ignore unknown root revocation status.
0x00008000	Allow test root certificate.
0x00004000	Trust test root certificate.
0x80000000	Ignore non-matching CN (certificate CN non-matching server name).

This functionality is currently not available when the provider is OpenSSL.

SSLServerCACerts: A newline separated list of CA certificates to use during SSL server certificate validation.

This configuration setting is only used by client components (e.g., TCPClient) see SSLClientCACerts for server components (e.g., TCPServer). This configuration setting can be used to optionally specify one or more CA certificates to be used when connecting to the server and verifying the server certificate. When verifying the server's certificate, the certificates trusted by the system will be used as part of the verification process. If the server's CA certificates are not installed to the trusted system store, they may be specified here so they are included when performing the verification process. This configuration setting should be set only if the server's CA certificates are not already trusted on the system and cannot be installed to the trusted system store.

The value of this configuration setting is a newline-separated (CR/LF) list of certificates. For instance:

-----BEGIN CERTIFICATE-----
MIIEKzCCAxOgAwIBAgIRANTET4LIkxdH6P+CFIiHvTowDQYJKoZIhvcNAQELBQAw
... Intermediate Cert...
eWHV5OW1K53o/atv59sOiW5K3crjFhsBOd5Q+cJJnU+SWinPKtANXMht+EDvYY2w
F0I1XhM+pKj7FjDr+XNj
-----END CERTIFICATE-----
\r \n
-----BEGIN CERTIFICATE-----
MIIEFjCCAv6gAwIBAgIQetu1SMxpnENAnnOz1P+PtTANBgkqhkiG9w0BAQUFADBp
... Root Cert...
d8q23djXZbVYiIfE9ebr4g3152BlVCHZ2GyPdjhIuLeH21VbT/dyEHHA
-----END CERTIFICATE-----

TLS12SignatureAlgorithms: Defines the allowed TLS 1.2 signature algorithms when SSLProvider is set to Internal.

This configuration setting specifies the allowed server certificate signature algorithms when SSLProvider is set to Internal and SSLEnabledProtocols is set to allow TLS 1.2.

When specified the class will verify that the server certificate signature algorithm is among the values specified in this configuration setting. If the server certificate signature algorithm is unsupported, the class fails with an error.

The format of this value is a comma-separated list of hash-signature combinations. For instance: component.SSLProvider = TCPClientSSLProviders.sslpInternal; component.Config("SSLEnabledProtocols=3072"); //TLS 1.2 component.Config("TLS12SignatureAlgorithms=sha256-rsa,sha256-dsa,sha1-rsa,sha1-dsa"); The default value for this configuration setting is sha512-ecdsa,sha512-rsa,sha512-dsa,sha384-ecdsa,sha384-rsa,sha384-dsa,sha256-ecdsa,sha256-rsa,sha256-dsa,sha224-ecdsa,sha224-rsa,sha224-dsa,sha1-ecdsa,sha1-rsa,sha1-dsa.

To not restrict the server's certificate signature algorithm, specify an empty string as the value for this configuration setting, which will cause the signature_algorithms TLS 1.2 extension to not be sent.

TLS12SupportedGroups: The supported groups for ECC.

This configuration setting specifies a comma-separated list of named groups used in TLS 1.2 for ECC.

The default value is ecdhe_secp256r1,ecdhe_secp384r1,ecdhe_secp521r1.

When using TLS 1.2 and SSLProvider is set to Internal, the values refer to the supported groups for ECC. The following values are supported:

"ecdhe_secp256r1" (default)
"ecdhe_secp384r1" (default)
"ecdhe_secp521r1" (default)

TLS13KeyShareGroups: The groups for which to pregenerate key shares.

This configuration setting specifies a comma-separated list of named groups used in TLS 1.3 for key exchange. The groups specified here will have key share data pregenerated locally before establishing a connection. This can prevent an additional roundtrip during the handshake if the group is supported by the server.

The default value is set to balance common supported groups and the computational resources required to generate key shares. As a result, only some groups are included by default in this configuration setting.

Note: All supported groups can always be used during the handshake even if not listed here, but if a group is used that is not present in this list, it will incur an additional roundtrip and time to generate the key share for that group.

In most cases, this configuration setting does not need to be modified. This should be modified only if there is a specific reason to do so.

The default value is ecdhe_x25519,ecdhe_secp256r1,ecdhe_secp384r1,ffdhe_2048,ffdhe_3072

The values are ordered from most preferred to least preferred. The following values are supported:

"ecdhe_x25519" (default)
"ecdhe_x448"
"ecdhe_secp256r1" (default)
"ecdhe_secp384r1" (default)
"ecdhe_secp521r1"
"ffdhe_2048" (default)
"ffdhe_3072" (default)
"ffdhe_4096"
"ffdhe_6144"
"ffdhe_8192"

TLS13SignatureAlgorithms: The allowed certificate signature algorithms.

This configuration setting holds a comma-separated list of allowed signature algorithms. Possible values include the following:

"ed25519" (default)
"ed448" (default)
"ecdsa_secp256r1_sha256" (default)
"ecdsa_secp384r1_sha384" (default)
"ecdsa_secp521r1_sha512" (default)
"rsa_pkcs1_sha256" (default)
"rsa_pkcs1_sha384" (default)
"rsa_pkcs1_sha512" (default)
"rsa_pss_sha256" (default)
"rsa_pss_sha384" (default)
"rsa_pss_sha512" (default)

The default value is rsa_pss_sha256,rsa_pss_sha384,rsa_pss_sha512,rsa_pkcs1_sha256,rsa_pkcs1_sha384,rsa_pkcs1_sha512,ecdsa_secp256r1_sha256,ecdsa_secp384r1_sha384,ecdsa_secp521r1_sha512,ed25519,ed448. This configuration setting is applicable only when SSLEnabledProtocols includes TLS 1.3.

TLS13SupportedGroups: The supported groups for (EC)DHE key exchange.

This configuration setting specifies a comma-separated list of named groups used in TLS 1.3 for key exchange. This configuration setting should be modified only if there is a specific reason to do so.

The default value is ecdhe_x25519,ecdhe_x448,ecdhe_secp256r1,ecdhe_secp384r1,ecdhe_secp521r1,ffdhe_2048,ffdhe_3072,ffdhe_4096,ffdhe_6144,ffdhe_8192

The values are ordered from most preferred to least preferred. The following values are supported:

"ecdhe_x25519" (default)
"ecdhe_x448" (default)
"ecdhe_secp256r1" (default)
"ecdhe_secp384r1" (default)
"ecdhe_secp521r1" (default)
"ffdhe_2048" (default)
"ffdhe_3072" (default)
"ffdhe_4096" (default)
"ffdhe_6144" (default)
"ffdhe_8192" (default)

Socket Config Settings

AbsoluteTimeout: Determines whether timeouts are inactivity timeouts or absolute timeouts.

If AbsoluteTimeout is set to True, any method that does not complete within Timeout seconds will be aborted. By default, AbsoluteTimeout is False, and the timeout is an inactivity timeout.

Note: This option is not valid for User Datagram Protocol (UDP) ports.

FirewallData: Used to send extra data to the firewall.

When the firewall is a tunneling proxy, use this property to send custom (additional) headers to the firewall (e.g., headers for custom authentication schemes).

InBufferSize: The size in bytes of the incoming queue of the socket.

This is the size of an internal queue in the Transmission Control Protocol (TCP)/IP stack. You can increase or decrease its size depending on the amount of data that you will be receiving. In some cases, increasing the value of the InBufferSize setting can provide significant improvements in performance.

Some TCP/IP implementations do not support variable buffer sizes. If that is the case, when the class is activated the InBufferSize reverts to its defined size. The same happens if you attempt to make it too large or too small.

OutBufferSize: The size in bytes of the outgoing queue of the socket.

This is the size of an internal queue in the TCP/IP stack. You can increase or decrease its size depending on the amount of data that you will be sending. In some cases, increasing the value of the OutBufferSize setting can provide significant improvements in performance.

Some TCP/IP implementations do not support variable buffer sizes. If that is the case, when the class is activated the OutBufferSize reverts to its defined size. The same happens if you attempt to make it too large or too small.

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:


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

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


Identifier	Name
1	ASCII
2	NEXTSTEP
3	JapaneseEUC
4	UTF8
5	ISOLatin1
6	Symbol
7	NonLossyASCII
8	ShiftJIS
9	ISOLatin2
10	Unicode
11	WindowsCP1251
12	WindowsCP1252
13	WindowsCP1253
14	WindowsCP1254
15	WindowsCP1250
21	ISO2022JP
30	MacOSRoman
10	UTF16String
0x90000100	UTF16BigEndian
0x94000100	UTF16LittleEndian
0x8c000100	UTF32String
0x98000100	UTF32BigEndian
0x9c000100	UTF32LittleEndian
65536	Proprietary

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:

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.

MaskSensitiveData: 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.

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: 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 configuration 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 (InvStatement 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.

OFX Errors

2000	Required field missing from server response.
2001	OFX server error. Description follows.
2002	Invalid OFX response.
2003	OFX response contains unknown element tags.

The class may also return one of the following error codes, which are inherited from other classes.

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 (cannot find namespace).
203	Unknown attribute prefix (cannot 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	Cannot open file.
401	Invalid XML would be generated.
402	An invalid XML name has been specified.

HTTP Errors

118	Firewall error. The error description contains the detailed message.
143	Busy executing current method.
151	HTTP protocol error. The error message has the server response.
152	No server specified in URL.
153	Specified URLScheme is invalid.
155	Range operation is not supported by server.
156	Invalid cookie index (out of range).
301	Interrupted.
302	Cannot open AttachedFile.

The class may also return one of the following error codes, which are inherited from other classes.

TCPClient Errors

100	You cannot change the RemotePort at this time. A connection is in progress.
101	You cannot change the RemoteHost (Server) at this time. A connection is in progress.
102	The RemoteHost address is invalid (0.0.0.0).
104	Already connected. If you want to reconnect, close the current connection first.
106	You cannot change the LocalPort at this time. A connection is in progress.
107	You cannot change the LocalHost at this time. A connection is in progress.
112	You cannot change MaxLineLength at this time. A connection is in progress.
116	RemotePort cannot be zero. Please specify a valid service port number.
117	You cannot change the UseConnection option while the class is active.
135	Operation would block.
201	Timeout.
211	Action impossible in control's present state.
212	Action impossible while not connected.
213	Action impossible while listening.
301	Timeout.
302	Could not open file.
434	Unable to convert string to selected CodePage.
1105	Already connecting. If you want to reconnect, close the current connection first.
1117	You need to connect first.
1119	You cannot change the LocalHost at this time. A connection is in progress.
1120	Connection dropped by remote host.

SSL Errors

270	Cannot load specified security library.
271	Cannot open certificate store.
272	Cannot find specified certificate.
273	Cannot acquire security credentials.
274	Cannot find certificate chain.
275	Cannot verify certificate chain.
276	Error during handshake.
280	Error verifying certificate.
281	Could not find client certificate.
282	Could not find server certificate.
283	Error encrypting data.
284	Error decrypting data.

TCP/IP Errors

10004	[10004] Interrupted system call.
10009	[10009] Bad file number.
10013	[10013] Access denied.
10014	[10014] Bad address.
10022	[10022] Invalid argument.
10024	[10024] Too many open files.
10035	[10035] Operation would block.
10036	[10036] Operation now in progress.
10037	[10037] Operation already in progress.
10038	[10038] Socket operation on nonsocket.
10039	[10039] Destination address required.
10040	[10040] Message is too long.
10041	[10041] Protocol wrong type for socket.
10042	[10042] Bad protocol option.
10043	[10043] Protocol is not supported.
10044	[10044] Socket type is not supported.
10045	[10045] Operation is not supported on socket.
10046	[10046] Protocol family is not supported.
10047	[10047] Address family is not supported by protocol family.
10048	[10048] Address already in use.
10049	[10049] Cannot assign requested address.
10050	[10050] Network is down.
10051	[10051] Network is unreachable.
10052	[10052] Net dropped connection or reset.
10053	[10053] Software caused connection abort.
10054	[10054] Connection reset by peer.
10055	[10055] No buffer space available.
10056	[10056] Socket is already connected.
10057	[10057] Socket is not connected.
10058	[10058] Cannot send after socket shutdown.
10059	[10059] Too many references, cannot splice.
10060	[10060] Connection timed out.
10061	[10061] Connection refused.
10062	[10062] Too many levels of symbolic links.
10063	[10063] File name is too long.
10064	[10064] Host is down.
10065	[10065] No route to host.
10066	[10066] Directory is not empty
10067	[10067] Too many processes.
10068	[10068] Too many users.
10069	[10069] Disc Quota Exceeded.
10070	[10070] Stale NFS file handle.
10071	[10071] Too many levels of remote in path.
10091	[10091] Network subsystem is unavailable.
10092	[10092] WINSOCK DLL Version out of range.
10093	[10093] Winsock is not loaded yet.
11001	[11001] Host not found.
11002	[11002] Nonauthoritative 'Host not found' (try again or check DNS setup).
11003	[11003] Nonrecoverable errors: FORMERR, REFUSED, NOTIMP.
11004	[11004] Valid name, no data record (check DNS setup).