Overview

EEI is the exclusive courseware developer and delivery channel for the Open Financial Exchange (OFX) Web site http://www.ofx.net/ofx/de_train.asp. OFX – sponsored by Microsoft, Intuit, and CheckFree – is a protocol for the exchange of financial data over the Web.  Our intensive course provides the OFX developer with everything they need to know about the OFX specification to begin deploying OFX-enabled online financial services.  This comprehensive class takes the guesswork out of interpreting the OFX specification. Our experienced implementers provide complete information on how to implement the entire spectrum of services covered by the specification.

Objectives

Upon completion, students should be able to:

• Make sense of the OFX Specification.
• Determine how to work with OFX message sets and tags
• Understand what the OFX specification provides and how to leverage all or portions of this.
• Resolve ambiguities within the OFX standard
• Understand how to Troubleshoot OFX-related issues.

Topics Include:

• Introduction to OFX
• Banking
• Bill Payment
• Bill Presentment
• Investments
• Tax 1099, 1098, W2
• OFX Message Formats and Headers
• OFX Aggregates
• OFX Brokerage Service
• OFX Error Messages
• Troubleshooting

Prerequisites:

None

Who Should Attend?

This course is intended for individuals who wish to explore use of the OFX protocol and require a fast overview of what the standard and how it should be applied.