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Available in: OFX
OFXBatch Component [E-Banking Integrator V3]

Properties   Methods   Events   Configuration Settings  

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

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 OFXBatch component allows your application to download bank, credit card, investment statements, and/or FI profile of the same financial institution in one single request submitted to the FI's OFX server.

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 E-Banking Integrator components should be used. So, if bank statement, credit card statement and FI profile are part of this multiple request, then instances of BANKSTATEMENT, CCSTATEMENT, 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 OFXBatchItems 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.

When the response returns, the OFXBatchItems 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 OFXBatchItems 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.

FIIdFinancial institution identifier.
FIOrganizationFinancial institution organization name.
FirewallA set of properties related to firewall access.
FIUrlFinancial institution URL.
OFXAppIdOFX application identifier.
OFXAppVersionOFX application version.
OFXBatchItemsA list of items (requests/response pairs) that make up the current OFX batch.
OFXPasswordUser's password.
OFXUserUser's id.
ProxyA set of properties related to proxy access.
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.
PostRequestSubmits a batch of requests to an OFX server through a single connection.
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.

IgnoreBadAttributePrefixesIf true, bad (unknown) attribute prefixes are ignored
IgnoreBadElementPrefixesIf true, bad (unknown) element prefixes are ignored
CacheContentIf true, the original XML is saved in a buffer
CodePageThe system code page used for Unicode to Multibyte translations (Windows/COM only)

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