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1-Way ofx and Microsoft Money Microsoft Corporation June 3, 2005 What is 1-Way ofx?


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OFX 1.0.1 to 1.0.2


This section describes the revisions to Open Financial Exchange that occurred between version 1.0.1 and version 1.0.2. These revisions are grouped into the following categories:

  • Revisions to the specification text, organized by chapter

  • General revisions to the specification text

  • Changes to the Document Type Definition (DTD) files
      1. Specification Changes by Chapter

        1. Chapter 1, “Overview”


          Section

          Subject

          Change Type

          Change

          1.2

          OFX headers, VERSION

          Update

          Updated VERSION:101 to VERSION:102 to indicate version 1.0.2 of the DTDs.
        2. Chapter 2, “Structure”

          1. Sections 2 to 2.4.5

Section

Subject

Change Type

Change

2.

Data blocks

Correction

Open Financial Exchange data consists of some headers plus only one Open Financial Exchange data block.

2.1

HTTP headers

Addition

If a communication time-out error occurs while an OFX server and back-end server are communicating to fill a request, then the server MUST return code 500.

2.2, 2.2.3

OFX headers, VERSION

Update

Updated VERSION:101 to VERSION:102 to indicate version 1.0.2 of the DTDs.

2.2.4

Security

Deletion

Reference to Type 2 security has been deleted.

2.4.2

Case sensitivity

Addition

Upper case letters must be used for element names and enumerated values.

2.4.3

Top level

Clarification

A single file must contain only one OFX block.

2.4.5.3

Message Set Version Numbers

Addition

Added section about message set version numbers. This section distinguishes message set version numbers from the version numbers of the OFX headers and the DTD files.

2.4.6

Message sets and version control

Addition

List of status code values for the element of :

0 Success (INFO)

2000 General error (ERROR)

2022 Invalid TAN (ERROR)





          1. Sections 2.5.1.1 to 2.5.2.3

            Section

            Subject

            Change Type

            Change

            2.5.1.1



            Clarification

            The effective size of is A-32. However, if Type 1 security is used, then the actual length is A-171.

            2.5.1.1



            Clarification

            The client will determine out-of-band whether a FI aggregate should be used and if so, the appropriate values for it. If the FI aggregate is to be used, then the client should send it in every request, and the server should return it in every response.

            2.5.1.2



            Clarification

            A client should use and only when the service provider that originated is the same provider that is specified by in the profile message set. A client can determine if the service provider is the same by comparing the value of in the appropriate message set with the value for in the profile message set.

            2.5.2.1




            Clarification

            A change request changes the customer’s password for the specific realm associated with the messages contained in the OFX block.

            2.5.2.1



            Clarification

            The effective size of is A-32. However, if Type 1 security is used, then the actual field length is A-171.

            2.5.2.3



            Addition

            Information on the challenge request and challenge response, the first steps in Type 1 security, has been added.

            2.5.2.3



            Addition

            Status code 15501, Could not provide random data (ERROR), has been added to the list of Status code values for the element of .

            2.5.3



            Deletion

            Deleted
            and from .
        1. Chapter 3, “Common Aggregates, Elements, & Data Types”


          Section

          Subject

          Change Type

          Change

          3.2.8.2

          Date and datetime

          Addition

          Time zones are specified by an offset and optionally, a time zone name. The offset defines the time zone.
        2. Chapter 4, “Open Financial Exchange Security”


This section does not apply to Active Statements.
        1. Chapter 7, “FI Profile”


This section does not apply to Active Statements.
        1. Chapter 8, “Activation & Account Information”


This section does not apply to Active Statements.
        1. Chapter 9, “Customer to FI Communication”


This section does not apply to Active Statements.
        1. Chapter 11, “Banking”


          Section

          Subject

          Change Type

          Change

          11.4.2.3.1



          Correction

          is of type FITID.

          11.5.4.2



          Correction

          is of type FITID.

          11.6.1.1

          Stop check

          Change

          type changed from A-255 to A-32.

          11.6.1.1.2

          Stop check

          Change

          type changed from A-255 to A-32.

          11.6.1.1.2.1

          Stop check

          Change

          type changed from A-255 to A-32.

          11.12.5.1

          Statement closing download

          Change

          has been changed to optional.
        2. Chapter 12, “Payments”


Refer to the OFX Specification.
        1. Chapter 13, “Investments”


Refer to the OFX Specification.
        1. Appendix A


          Subject

          Change Type

          Change

          Status code, 2021

          Addition

          The server does not support the requested version.

          Status code, 2022

          Addition

          The server was unable to validate the TAN sent in the request.

          Status code, 15504

          Addition

          Could not provide random data
      1. General Specification Changes


The text item “PIN” has been replaced with “USERPASS.” This change has not been made to tags containing “PIN.”
      1. DTD Changes


The corrections to the DTD files ensure that the DTD files match the specification. They do not necessarily represent changes to the specification itself.

File

Subject

Change Type

Change

OFXBANK.DTD



Correction

Made RECINTRATRNRQ zero or more.

OFXBANK.DTD



Correction

Changed to IDTYPE.

OFXBANK.DTD



Correction

Changed to IDTYPE.

OFXBILL.DTD



Correction

Changed to IDTYPE.

OFXINV.DTD



Correction

Changed to STRTYPE.

OFXINV.DTD



Correction

Changed AVGCOSTBASIS, UNITPRICE, DTPURCHASE to optional.

OFXPROF.DTD




Move

Moved SYNCMODE and RESPFILEER from PROFRS to MSGSETCORE.

OFXPROF.DTD



Move

Moved SYNCMODE and RESPFILEER from PROFRS to MSGSETCORE.

OFXPROF.DTD



Addition

Added SPNAME.

OFXPROF.DTD



Move

Moved PINCH and CHGPINFIRST from SIGNONMSGSETV1 to SIGNONINFO.

OFXSIGN.DTD



Move

Moved PINCH and CHGPINFIRST from SIGNONMSGSETV1 to SIGNONINFO.

OFXSIGN.DTD



Addition

Added CHALLENGETRNRQ.

OFXSIGN.DTD



Addition

Added CHALLENGETRNRS.

OFXSIGN.DTD



Addition

New request.

OFXSIGN.DTD



Addition

New response.

OFXSIGN.DTD



Change

Made DTPROFUP and DTACCTUP optional to accommodate service providers.

OFXSIGN.DTD



Addition

New request.

OFXSIGN.DTD



Addition

New response.

OFXSIGN.DTD



Addition

Added new element.

OFXSIGN.DTD



Addition

Added new element.
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