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Properties Methods Events Configuration Settings
The InvStatement component is a single component that supports the SignOn and Investment Statement Download functions of Open Financial eXchange, as described by the OFX Specification version 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.
This component 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 component receives the secure response and parses the response into its properties.
To use the InvStatement 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. 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:
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:
The following is the full list of the properties of the component with short descriptions. Click on the links for complete descriptions.
Method List The following is the full list of the methods of the component with short descriptions. Click on the links for complete descriptions. Config Sets or retrieves a component configuration setting. GetStatement Downloads statement for an investment account. ReadOFXDataFile Reads an OFX response from a file. Reset Reset the internal state of the component 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 component with short descriptions. Click on the links for complete descriptions. ConnectionStatus Fired to indicate changes in connection state. Error Information about errors during data delivery. SSLServerAuthentication Fired after the server presents its certificate to the client. SSLStatus Shows 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 complete descriptions. AbsoluteTimeout Determines whether timeouts are inactivity timeouts or absolute timeouts. CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). CurrencyFormat The format to be used for returning currency values. DateFormat The format to be used for returning and parsing date strings. FirewallData Used to send extra data to the firewall. FirewallListener If true, the component binds to a SOCKS firewall as a server (IPPort only). HTTPVersion The version of HTTP used by the component IfModifiedSince A date determining the maximum age of the desired document. InBufferSize The size in bytes of the incoming queue of the socket. KeepAlive Determines whether the HTTP connection is closed after the completion of the request. MaxLineLength The maximum amount of data to accumulate when no EOL is found. MaxTransferredData The maximum number of incoming bytes to be stored by the component. NewPassword New password for the current OFX user. OFXLog Log file for the OFX transaction. 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). OutBufferSize The size in bytes of the outgoing queue of the socket. ProxyAuthorization The authorization string to be sent to the proxy server. ProxyPassword A password if Basic 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 Basic authentication is to be used for the proxy. SSLCipherStrength The minimum cipher strength used for bulk encryption. SSLEnabledProtocols Used to enable/disable the supported security protocols. SSLProvider The name of the security provider to use. SSLSecurityFlags Flags that control certificate verification ServerMessage Server message if a warning or other information returned. SocketHandle The handle of the main socket used by the component. UseWinInet If set, the WinInet API is used for retrieving the URL UseWinInetCookies Controls whether to send and accept cookies when making http requests through WinInet UserAgent Information about the user agent (browser). WinsockInfo Identifying information about the loaded Winsock stack (Windows only) WinsockLoaded Loads and unloads Winsock on demand (Windows only) WinsockMaxDatagramSize Size in bytes of the largest UDP datagram that can be sent or received (Windows only) WinsockMaxSockets Maximum number of sockets available to a single process (Windows only) WinsockPath The path to the Winsock DLL used (Windows only) WinsockStatus The status of the Winsock stack (Windows only)
The following is the full list of the methods of the component with short descriptions. Click on the links for complete descriptions.
Event List The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions. ConnectionStatus Fired to indicate changes in connection state. Error Information about errors during data delivery. SSLServerAuthentication Fired after the server presents its certificate to the client. SSLStatus Shows 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 complete descriptions. AbsoluteTimeout Determines whether timeouts are inactivity timeouts or absolute timeouts. CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). CurrencyFormat The format to be used for returning currency values. DateFormat The format to be used for returning and parsing date strings. FirewallData Used to send extra data to the firewall. FirewallListener If true, the component binds to a SOCKS firewall as a server (IPPort only). HTTPVersion The version of HTTP used by the component IfModifiedSince A date determining the maximum age of the desired document. InBufferSize The size in bytes of the incoming queue of the socket. KeepAlive Determines whether the HTTP connection is closed after the completion of the request. MaxLineLength The maximum amount of data to accumulate when no EOL is found. MaxTransferredData The maximum number of incoming bytes to be stored by the component. NewPassword New password for the current OFX user. OFXLog Log file for the OFX transaction. 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). OutBufferSize The size in bytes of the outgoing queue of the socket. ProxyAuthorization The authorization string to be sent to the proxy server. ProxyPassword A password if Basic 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 Basic authentication is to be used for the proxy. SSLCipherStrength The minimum cipher strength used for bulk encryption. SSLEnabledProtocols Used to enable/disable the supported security protocols. SSLProvider The name of the security provider to use. SSLSecurityFlags Flags that control certificate verification ServerMessage Server message if a warning or other information returned. SocketHandle The handle of the main socket used by the component. UseWinInet If set, the WinInet API is used for retrieving the URL UseWinInetCookies Controls whether to send and accept cookies when making http requests through WinInet UserAgent Information about the user agent (browser). WinsockInfo Identifying information about the loaded Winsock stack (Windows only) WinsockLoaded Loads and unloads Winsock on demand (Windows only) WinsockMaxDatagramSize Size in bytes of the largest UDP datagram that can be sent or received (Windows only) WinsockMaxSockets Maximum number of sockets available to a single process (Windows only) WinsockPath The path to the Winsock DLL used (Windows only) WinsockStatus The status of the Winsock stack (Windows only)
The following is the full list of the events fired by the component with short descriptions. Click on the links for complete descriptions.
Configuration Settings The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions. AbsoluteTimeout Determines whether timeouts are inactivity timeouts or absolute timeouts. CodePage The system code page used for Unicode to Multibyte translations (Windows/COM only). CurrencyFormat The format to be used for returning currency values. DateFormat The format to be used for returning and parsing date strings. FirewallData Used to send extra data to the firewall. FirewallListener If true, the component binds to a SOCKS firewall as a server (IPPort only). HTTPVersion The version of HTTP used by the component IfModifiedSince A date determining the maximum age of the desired document. InBufferSize The size in bytes of the incoming queue of the socket. KeepAlive Determines whether the HTTP connection is closed after the completion of the request. MaxLineLength The maximum amount of data to accumulate when no EOL is found. MaxTransferredData The maximum number of incoming bytes to be stored by the component. NewPassword New password for the current OFX user. OFXLog Log file for the OFX transaction. 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). OutBufferSize The size in bytes of the outgoing queue of the socket. ProxyAuthorization The authorization string to be sent to the proxy server. ProxyPassword A password if Basic 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 Basic authentication is to be used for the proxy. SSLCipherStrength The minimum cipher strength used for bulk encryption. SSLEnabledProtocols Used to enable/disable the supported security protocols. SSLProvider The name of the security provider to use. SSLSecurityFlags Flags that control certificate verification ServerMessage Server message if a warning or other information returned. SocketHandle The handle of the main socket used by the component. UseWinInet If set, the WinInet API is used for retrieving the URL UseWinInetCookies Controls whether to send and accept cookies when making http requests through WinInet UserAgent Information about the user agent (browser). WinsockInfo Identifying information about the loaded Winsock stack (Windows only) WinsockLoaded Loads and unloads Winsock on demand (Windows only) WinsockMaxDatagramSize Size in bytes of the largest UDP datagram that can be sent or received (Windows only) WinsockMaxSockets Maximum number of sockets available to a single process (Windows only) WinsockPath The path to the Winsock DLL used (Windows only) WinsockStatus The status of the Winsock stack (Windows only)
The following is a list of configuration settings for the component with short descriptions. Click on the links for complete descriptions.
