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A PostgreSQL Interface for OFX Data

Use the Remoting features of the OFX JDBC Driver to create a PostgreSQL entry-point for data access.

There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.

To access OFX data as a PostgreSQL database, use the CData JDBC Driver for OFX and a JDBC foreign data wrapper (FDW). In this article, we compile the FDW, install it, and query OFX data from PostgreSQL Server.

Connect to OFX Data as a JDBC Data Source

To connect to OFX as a JDBC data source, you will need the following:

  • Driver JAR path: The JAR is located in the lib subfolder of the installation directory.
  • Driver class: cdata.jdbc.ofx.OFXDriver

  • JDBC URL: The URL must start with "jdbc:ofx:" and can include any of the connection properties in name-value pairs separated with semicolons.

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the OFX JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.ofx.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:ofx:OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;

Build the JDBC Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The jdbc2_fdw extension is used as an example.

  1. Add a symlink from the shared object for your version of the JRE to /usr/lib/libjvm.so. For example: ln -s /usr/lib/jvm/java-6-openjdk/jre/lib/amd64/server/libjvm.so /usr/lib/libjvm.so
  2. Start the build: make install USE_PGXS=1

Query OFX Data as a PostgreSQL Database

After you have installed the extension, follow the steps below to start executing queries to OFX data:

  1. Log into your database.
  2. Load the extension for the database: CREATE EXTENSION jdbc2_fdw;
  3. Create a server object for OFX: CREATE SERVER OFX FOREIGN DATA WRAPPER jdbc2_fdw OPTIONS ( drivername 'cdata.jdbc.ofx.OFXDriver', url 'jdbc:ofx:OFXUser=myUser;OFXPassword=myPassword;FIID=myFIID;', querytimeout '15', jarfile '/home/MyUser/CData/CData\ JDBC\ Driver\ for\ Salesforce MyDriverEdition/lib/cdata.jdbc.ofx.jar');
  4. Create a user mapping for the username and password of a user known to the MySQL daemon. CREATE USER MAPPING for postgres SERVER OFX OPTIONS ( username 'admin', password 'test');
  5. Create a foreign table in your local database: postgres=# CREATE FOREIGN TABLE invbalances ( invbalances_id text, invbalances_Id text, invbalances_Amount numeric) SERVER OFX OPTIONS ( table_name 'invbalances');
You can now execute SELECT commands to OFX: postgres=# SELECT * FROM invbalances;