IPWorks OFX 2020 Android Edition

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OFXBatch Component

Properties   Methods   Events   Configuration Settings   Errors  

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




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 IPWorks OFX 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.

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.

CacheContentIf true, the original XML is saved in a buffer.
ErrorOnEmptyAttrIf true, passing an invalid attribute to the Attr method will throw an exception.
IgnoreBadAttributePrefixesIf true, bad (unknown) attribute prefixes are ignored.
IgnoreBadElementPrefixesIf true, bad (unknown) element prefixes are ignored.
PreserveWhitespaceIf true, leading and trailing whitespace in element text is preserved.
BuildInfoInformation about the product's build.
GUIAvailableTells the component whether or not a message loop is available for processing events.
LicenseInfoInformation about the current license.
UseDaemonThreadsWhether threads created by the component are daemon threads.
UseInternalSecurityAPITells the component whether or not to use the system security libraries or an internal implementation.

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IPWorks OFX 2020 Android Edition - Version 20.0 [Build 7941]