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Account Component [E-Banking Integrator V3]

Properties   Methods   Events   Configuration Settings  

The Account component is a single component that supports the SignOn and Account Information function of Open Financial Exchange, as described by Specification 1.0.2.

NOTE: What follows is a very short description of the component interfaces. For more information, please consult the help files that come with the respective package.

Remarks

The Account component supports the Account information request sent to the server to identify and describe a precise list of the account information and available services for each account accessible by the signed-on user.

However, the interpretation of this request depends on the FI. At a minimum, the server provides information about all accounts that it can activate for one or more OFX services. To give the user a complete picture of his relationship with an FI, FIs can give information on other accounts, even if those accounts are available only for limited OFX services. Please note that some service providers do not have prior knowledge of user account information. This is reported in their profile (you can use the FIProfile component for this). FIs can provide limited information on accounts that would not ordinarily be suitable to OFX services

To get this list of service-specific account identification and detailed information on each one, you can call the GetInfo method.

First, identify the signon required information:

Next, specify the LastUpdate, which indicates the last time the server updated the information. The server sends the entire account information response if the LastUpdate is older.

The accounts might be bank accounts, credit card accounts, or investment accounts. This service-specific is indicated by Accounts. The following properties will be populated automatically (if applicable for the type of account) for each account aggregate returned in the response:

The availability and possible values for the Accounts properties depend on the Accounts and are described in details under each property description.

Property List


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

AccountsA list of accounts the currently logged on user has with the FI.
FIIdFinancial institution identifier.
FIOrganizationFinancial institution organization name.
FirewallA set of properties related to firewall access.
FIUrlFinancial institution URL.
LastUpdateDate and time of last update to account information on the server.
OFXAccessKeyAccess key value received after a MFA authentication in a previous signon.
OFXAppIdOFX application identifier.
OFXAppVersionOFX application version.
OFXPasswordUser's password.
OFXRequestThe current OFX request aggregate.
OFXResponseThe current OFX response aggregate.
OFXUserUser's id.
OFXVersionOFX API version
SSLAcceptServerCertInstructs the component to unconditionally accept the server certificate that matches the supplied certificate.
SSLCertThe certificate to be used during SSL negotiation.
SSLServerCertThe server certificate for the last established connection.
TimeoutA timeout for the component.

Method List


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

ConfigSets or retrieves a configuration setting.
GetInfoIdentifies and describes all of the accounts accessible by the signed-on user.
ReadOFXDataFileReads an OFX response from a file.
ResetReset the internal state of the component and all properties to their default values.
WriteOFXDataFileWrites the OFX response sent by the server to a file.

Event List


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

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

Configuration Settings


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

CurrencyFormatThe format to be used for returning currency values
OFXDateFormatThe date format as required by OFX FI server
DateFormatThe format to be used for input and output dates
NewPasswordNew password for the current OFX user
OFXLogLog file for the OFX transaction
ServerMessageServer message if a warning or other information returned
ClientUIdUnique ID identifying OFX Client
UserCred1AAdditional user credential required by server
UserCred2AAdditional user credential required by server
AuthTokenAuthentication token required for this signon session only
AcceptEncodingUsed to tell the server which types of content encodings the client supports
AllowHTTPCompressionThis property enables HTTP compression for receiving data
AuthorizationThe Authorization string to be sent to the server
EncodeURLIf set to true the URL will be encoded by the component
GetOn302RedirectIf set to true the component will perform a GET on the new location
HTTPVersionThe version of HTTP used by the component
IfModifiedSinceA date determining the maximum age of the desired document
KeepAliveDetermines whether the HTTP connection is closed after completion of the request
MaxHeadersInstructs component to save the amount of headers specified that are returned by the server after a Header event has been fired
MaxHTTPCookiesInstructs component to save the amount of cookies specified that are returned by the server when a SetCookie event is fired
ProxyAuthorizationThe authorization string to be sent to the proxy server
ProxyAuthSchemeThe authorization scheme to be used for the proxy
ProxyPasswordA password if authentication is to be used for the proxy
ProxyPortPort for the proxy server (default 80)
ProxyServerName or IP address of a proxy server (optional)
ProxyUserA user name if authentication is to be used for the proxy
TransferredDataLimitThe maximum number of incoming bytes to be stored by the component
UsePlatformHTTPClientWhether or not to use the platform HTTP client
UserAgentInformation about the user agent (browser)
UseWinInetIf set, the WinInet API is used for retrieving the URL
UseWinInetCookiesControls whether to send and accept cookies when making HTTP requests through WinInet
MaxLineLengthThe maximum amount of data to accumulate when no EOL is found
FirewallAutoDetectTells the component whether or not to automatically detect and use firewall system settings, if available
FirewallHostName or IP address of firewall (optional)
FirewallListenerIf true, the component binds to a SOCKS firewall as a server (IPPort only)
FirewallPasswordPassword to be used if authentication is to be used when connecting through the firewall
FirewallPortThe TCP port for the FirewallHost;
FirewallUserA user name if authentication is to be used connecting through a firewall
FirewallTypeDetermines the type of firewall to connect through
TcpNoDelayWhether or not to delay when sending packets
ReuseSSLSessionDetermines if the SSL session is reused
SSLCipherStrengthThe minimum cipher strength used for bulk encryption
SSLEnabledProtocolsUsed to enable/disable the supported security protocols
SSLProviderThe name of the security provider to use
SSLSecurityFlagsFlags that control certificate verification
OpenSSLCADirThe path to a directory containing CA certificates
OpenSSLCAFileName of the file containing the list of CA's trusted by your application
OpenSSLCipherListA string that controls the ciphers to be used by SSL
OpenSSLPrngSeedDataThe data to seed the pseudo random number generator (PRNG)
AbsoluteTimeoutDetermines whether timeouts are inactivity timeouts or absolute timeouts
FirewallDataUsed to send extra data to the firewall
InBufferSizeThe size in bytes of the incoming queue of the socket
OutBufferSizeThe size in bytes of the outgoing queue of the socket
CodePageThe system code page used for Unicode to Multibyte translations (Windows/COM only)

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