OFXBatch Component

Properties   Methods   Events   Config Settings   Errors  

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

Syntax

TiboOFXBatch

Remarks

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

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

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

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

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

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

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

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

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

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

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

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

Property List

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

Method List

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

Event List

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

Config Settings

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

FIId Property (OFXBatch Component)

Financial institution identifier.

Syntax

property FIId: String read get_FIId write set_FIId;

Default Value

''

Remarks

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

FIOrganization Property (OFXBatch Component)

Financial institution organization name.

Syntax

property FIOrganization: String read get_FIOrganization write set_FIOrganization;

Default Value

''

Remarks

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

Firewall Property (OFXBatch Component)

A set of properties related to firewall access.

Syntax

property Firewall: TiboFirewall read get_Firewall write set_Firewall;

Remarks

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

FIUrl Property (OFXBatch Component)

Financial institution URL.

Syntax

property FIUrl: String read get_FIUrl write set_FIUrl;

Default Value

''

Remarks

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

OFXAppId Property (OFXBatch Component)

OFX application identifier.

Syntax

property OFXAppId: String read get_OFXAppId write set_OFXAppId;

Default Value

''

Remarks

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

OFXAppVersion Property (OFXBatch Component)

OFX application version.

Syntax

property OFXAppVersion: String read get_OFXAppVersion write set_OFXAppVersion;

Default Value

''

Remarks

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

OFXBatchItems Property (OFXBatch Component)

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

Syntax

property OFXBatchItems: TiboOFXBatchItemList read get_OFXBatchItems write set_OFXBatchItems;

Remarks

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

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

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

This property is not available at design time.

OFXPassword Property (OFXBatch Component)

User's password.

Syntax

property OFXPassword: String read get_OFXPassword write set_OFXPassword;

Default Value

''

Remarks

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

OFXUser Property (OFXBatch Component)

User's id.

Syntax

property OFXUser: String read get_OFXUser write set_OFXUser;

Default Value

''

Remarks

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

Proxy Property (OFXBatch Component)

A set of properties related to proxy access.

Syntax

property Proxy: TiboProxy read get_Proxy write set_Proxy;

Remarks

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

SSLAcceptServerCert Property (OFXBatch Component)

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

Syntax

property SSLAcceptServerCert: TiboCertificate read get_SSLAcceptServerCert write set_SSLAcceptServerCert;

Remarks

If it finds any issues with the certificate presented by the server, the component 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.

SSLCert Property (OFXBatch Component)

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

Syntax

property SSLCert: TiboCertificate read get_SSLCert write set_SSLCert;

Remarks

This property includes the digital certificate that the component 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.

SSLProvider Property (OFXBatch Component)

The Secure Sockets Layer/Transport Layer Security (SSL/TLS) implementation to use.

Syntax

property SSLProvider: TiboTSSLProviders read get_SSLProvider write set_SSLProvider;

TiboTSSLProviders = (
  sslpAutomatic,
  sslpPlatform,
  sslpInternal
);

Default Value

sslpAutomatic

Remarks

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

Possible values are as follows:

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

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

SSLServerCert Property (OFXBatch Component)

The server certificate for the last established connection.

Syntax

property SSLServerCert: TiboCertificate read get_SSLServerCert;

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.

Timeout Property (OFXBatch Component)

The timeout for the component.

Syntax

property Timeout: Integer read get_Timeout write set_Timeout;

Default Value

60

Remarks

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

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

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

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

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.

Config Method (OFXBatch Component)

Sets or retrieves a configuration setting.

Syntax

function Config(ConfigurationString: String): String;

Remarks

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

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

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

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

PostRequest Method (OFXBatch Component)

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

Syntax

procedure PostRequest();

Remarks

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

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

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

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

ReadOFXDataFile Method (OFXBatch Component)

Reads an OFX response from a file.

Syntax

procedure ReadOFXDataFile(FileName: String);

Remarks

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

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

Reset Method (OFXBatch Component)

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

Syntax

procedure Reset();

Remarks

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

WriteOFXDataFile Method (OFXBatch Component)

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

Syntax

procedure WriteOFXDataFile(FileName: String);

Remarks

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

ConnectionStatus Event (OFXBatch Component)

Fired to indicate changes in the connection state.

Syntax

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

property OnConnectionStatus: TConnectionStatusEvent read FOnConnectionStatus write FOnConnectionStatus;

Remarks

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:

Error Event (OFXBatch Component)

Fired when information is available about errors during data delivery.

Syntax

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

property OnError: TErrorEvent read FOnError write FOnError;

Remarks

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

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 (OFXBatch Component)

Fired after the server presents its certificate to the client.

Syntax

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

property OnSSLServerAuthentication: TSSLServerAuthenticationEvent read FOnSSLServerAuthentication write FOnSSLServerAuthentication;

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 (OFXBatch Component)

Fired when secure connection progress messages are available.

Syntax

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

property OnSSLStatus: TSSLStatusEvent read FOnSSLStatus write FOnSSLStatus;

Remarks

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

Certificate Type

This is the digital certificate being used.

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.

• EffectiveDate
• ExpirationDate
• ExtendedKeyUsage
• Fingerprint
• FingerprintSHA1
• FingerprintSHA256
• Issuer
• PrivateKey
• PrivateKeyAvailable
• PrivateKeyContainer
• PublicKey
• PublicKeyAlgorithm
• PublicKeyLength
• SerialNumber
• SignatureAlgorithm
• Store
• StorePassword
• StoreType
• SubjectAltNames
• ThumbprintMD5
• ThumbprintSHA1
• ThumbprintSHA256
• Usage
• UsageFlags
• Version
• Subject
• Encoded

Fields

Constructors

>

constructor Create();

constructor Create(valEncoded: TBytes);

constructor Create(valStoreType: TiboCertStoreTypes; valStore: String; valStorePassword: String; valSubject: String);

constructor Create(valStoreType: TiboCertStoreTypes; valStore: TBytes; valStorePassword: String; valSubject: String);

Firewall Type

The firewall the component will connect through.

Remarks

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

• AutoDetect
• FirewallType
• Host
• Password
• Port
• User

Fields

Constructors

constructor Create();

OFXBatchItem Type

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

Remarks

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

• Request
• RequestType
• RequestUID
• Response

Fields

Constructors

constructor Create();

Proxy Type

The proxy the component will connect to.

Remarks

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

• AuthScheme
• AutoDetect
• Password
• Port
• Server
• SSL
• User

Fields

Constructors

constructor Create();

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

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

Config Settings (OFXBatch Component)

XML Config Settings

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

Base Config Settings

Trappable Errors (OFXBatch Component)

XML Errors