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BillPayment Component [E-Banking Integrator V3]

Properties   Methods   Events   Configuration Settings  

The BillPayment control is a single component that supports the SignOn and Payment functions of Open Financial Exchange, as described by OFX Specification 1.x and 2.x.

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

Payment requests can be used to schedule individual payments and to modify or delete payments if necessary.

To use the BillPayment component, first provide OFXAppId, and OFXAppVersion properties, your FI information (by setting the FIOrganization, FIId and FIUrl properties), your login information (OFXUser, OFXPassword).

Next:

  • set Payment (Payment, Payment, and Payment properties to the values corresponding to the account from which you wish to pay the bill, Payment to the desired amount, Payment to the date payment has to be processed);
  • set Payee (by providing either Payee or: payee full information (via Payee or by setting each payee property such as Payee, Payee, Payee, Payee (if assigned by the server) and Payee to your account id with that biller;

Finally, call the PayBill method. If the biller does not exist in the payee list, the payment request will also set up that payee adding it to your payee list.

Upon successful response, the Payment, Payment and Payment properties will be populated indicating the status of your payment. If the payee didn't exist in your payee list, and if your FI supports assigning id to payees, the Payee and Payee assigned to that payer might also be returned in the server response.

Between the time a payment is scheduled and the time the server processes the payment, the user can request changes to the parameters of that payment. For example, the Payment or Payment of the payment can be modified. To modify a scheduled payment identified by PaymentId, the ModifyPayment method can be called where the PaymentId identifies the targeted payment. When this method is called, the full contents of the payment request must be specified, including both modified and unmodified data. All data can be modified except Payee and Payee. Depending on the server, the response might include the date on which server actually processed this payment, or if it failed due to insufficient funds.

To cancel a scheduled payment identified by PaymentId, the CancelPayment method must be called.

Obtaining the status for a payment identified by PaymentId can be done by calling the GetStatus method.

Bill payments are subject to synchronization which can be done by calling the SynchronizePayments method.

Property List


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

FIIdFinancial institution identifier.
FIOrganizationFinancial institution organization name.
FirewallAutoDetectThis property tells the component whether or not to automatically detect and use firewall system settings, if available.
FirewallTypeThis property determines the type of firewall to connect through.
FirewallHostThis property contains the name or IP address of firewall (optional).
FirewallPasswordThis property contains a password if authentication is to be used when connecting through the firewall.
FirewallPortThis property contains the TCP port for the firewall Host .
FirewallUserThis property contains a user name if authentication is to be used connecting through a firewall.
FIUrlFinancial institution URL.
LostSyncWhether the token in the synchronization request is older.
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.
PayeeAccountUser's account number with the payee.
PayeeAddr1Payee's address line 1.
PayeeAddr2Payee's address line 2.
PayeeAddr3Payee's address line 3.
PayeeAggregateWrapper for payee details.
PayeeCityPayee's city.
PayeeCountryPayee's country.
PayeeDaysToPayMinimum number of business days required to complete the payment transaction to this payee.
PayeeIdServer-assigned payee identifier.
PayeeIdScopeScope of the payee Id .
PayeeListIdServer-assigned payee list record ID for this payee.
PayeeNameName of the payee to whom the given Id or ListId corresponds.
PayeePhonePayee's phone.
PayeePostalCodePayee's postal code.
PayeeStatePayee's state This is required to be provided in : a payment request if payee detailed information is used to identify the payee (i.
PaymentAggregateWrapper for a payment details.
PaymentAmountPayment amount.
PaymentBillRefBiller-supplied reference information when paying a bill, if available.
PaymentCheckNumberCheck number assigned by the server to this payment.
PaymentCurrencyCodeDefault currency code for this transaction.
PaymentDateDueProcessing date requested by user for the payment to be sent.
PaymentDateProcessedPayment processing date.
PaymentFromAccountIdAccount number from which the money for this payment is drawn.
PaymentFromAccountTypeIndicates the type of account from which the money for this payment is drawn.
PaymentFromBankIdNumber that identifies the bank where the money is to be withdrawn.
PaymentIdTransaction Id assigned by the server to the payment.
PaymentMemoMemo attached to this payment from the customer to payee.
PaymentPayeeAccountUser's account number with the payee this payment was sent to.
PaymentPayeeAggregateWrapper for the payee details this payment was sent to.
PaymentPayeeIdServer-assigned identifier to the payee this payment was sent to.
PaymentPayeeListIdServer-assigned payee list record ID for the payee this payment was sent to.
PaymentStatusPayment processing status.
PaymentToAccountIdAccount number to which the money for this payment is sent.
PaymentToAccountTypeIndicates the type of account to which this payment is sent.
PaymentToBankIdNumber that identifies the bank where the money is to be deposited.
PaymentTxTypeTransaction type performed on the payment being synchronized.
SSLAcceptServerCertEncodedThe certificate (PEM/base64 encoded).
SSLCertEncodedThe certificate (PEM/base64 encoded).
SSLCertStoreThe name of the certificate store for the client certificate.
SSLCertStorePasswordIf the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.
SSLCertStoreTypeThe type of certificate store for this certificate.
SSLCertSubjectThe subject of the certificate used for client authentication.
SSLServerCertEncodedThe certificate (PEM/base64 encoded).
SyncPayeeCountThe number of records in the SyncPayee arrays.
SyncPayeeAccountUser's account number with the payee.
SyncPayeeAddr1Payee's address line 1.
SyncPayeeAddr2Payee's address line 2.
SyncPayeeAddr3Payee's address line 3.
SyncPayeeAggregateWrapper for payee details.
SyncPayeeCityPayee's city.
SyncPayeeCountryPayee's country.
SyncPayeeDaysToPayMinimum number of business days required to complete the payment transaction to this payee.
SyncPayeeIdServer-assigned payee identifier.
SyncPayeeIdScopeScope of the payee Id .
SyncPayeeListIdServer-assigned payee list record ID for this payee.
SyncPayeeNameName of the payee to whom the given Id or ListId corresponds.
SyncPayeePhonePayee's phone.
SyncPayeePostalCodePayee's postal code.
SyncPayeeStatePayee's state This is required to be provided in : a payment request if payee detailed information is used to identify the payee (i.
SyncPayeeTxTypeTransaction type performed on the payee being synchronized.
SyncPaymentCountThe number of records in the SyncPayment arrays.
SyncPaymentAggregateWrapper for a payment details.
SyncPaymentAmountPayment amount.
SyncPaymentBillRefBiller-supplied reference information when paying a bill, if available.
SyncPaymentCheckNumberCheck number assigned by the server to this payment.
SyncPaymentCurrencyCodeDefault currency code for this transaction.
SyncPaymentDateDueProcessing date requested by user for the payment to be sent.
SyncPaymentDateProcessedPayment processing date.
SyncPaymentIdTransaction Id assigned by the server to the payment.
SyncPaymentMemoMemo attached to this payment from the customer to payee.
SyncPaymentPayeeAccountUser's account number with the payee this payment was sent to.
SyncPaymentPayeeAggregateWrapper for the payee details this payment was sent to.
SyncPaymentPayeeIdServer-assigned identifier to the payee this payment was sent to.
SyncPaymentPayeeListIdServer-assigned payee list record ID for the payee this payment was sent to.
SyncPaymentStatusPayment processing status.
SyncPaymentTxTypeTransaction type performed on the payment being synchronized.
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.

AddPayeeAdd a payee to server's payee list.
CancelPaymentCancels a scheduled bill payment.
ConfigSets or retrieves a configuration setting.
DeletePayeeDeletes a payee identified by ListId from the server payee list.
GetStatusObtains the current processing status of a payment.
ModifyPayeeModifies a payee identified by ListId that already exists in the payee list.
ModifyPaymentModifies a scheduled payment.
PayBillPays a bill to a given payee.
ResetReset the internal state of the component and all properties to their default values.
SynchronizePayeesSynchronizes payees on the client side with payees on record on the server side.
SynchronizePaymentsSynchronizes bills paid on the client side with paid bills on record on the server side.

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.
SyncPayeesFired for each payee included in the synchronization response.
SyncPaymentsFired for each payment transaction included in the synchronization response.

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).
UseIPv6Whether or not to use IPv6.
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.
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