OFXBatch Class

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

Syntax

class ipworksofx.OFXBatch

Remarks

The OFXBatch class 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 class 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 class first identify the financial institution by setting the fi_id, fi_organization and fi_url,properties. Next identify the OFX user and application by setting the ofx_user, ofx_password, ofx_app_id and ofx_app_version 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 class 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 ofx_batch_item_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 post_request 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 ofx_batch_items. In the server response, the message sets will be returned in the server response in the same order.

Upon successful response, the ofx_batch_item_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 ofx_batch_item_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 class 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.