Batch Processing Overview
The CorePro API is designed to handle typical web usage patterns. That is, human users clicking on website links and subsequently performing typical human user volumes of CorePro API calls. To enforce this, the throttling mechanism detailed in API Call Limit was introduced to ensure the health of the system as a whole, preventing one program's requests from starving out another program's requests.
However, with any system integration, there are times when mass quantities of data need to be transferred. CorePro supports this need via the following files:
|Account Balance File||Generated Once Daily||Contains basic account information (including balances) for all accounts in an
|Bulk Transfer Process||Periodically Multiple Times Each Day||Process large numbers of
|Customer File||Generated Once Daily||Contains basic customer information for all customers in a
|Trial Balance File||Generated Once Daily||A listing of all accounts in CorePro for a given bank.|
|External Account File||Generated Once Daily||Contains all external accounts for customers in a
|Event Notification File||Periodically Multiple Times Each Day||Contains all notable events that have occurred since the previous event notification file|
|Posted Transaction File||Generated Once Daily||Contains all transactions that posted on a given day|
|ACH Transaction File||Generated Once Daily||Contains all ACH transactions that posted on a given day|
|Recurring Contribution Process||Generated Once Daily||Generates a
|Admin Activity Files||Periodically Multiple Times Each Day||Contains Admin Portal Activity impacting customers related to your program|
All files created or consumed by CorePro are fixed-length in nature.
Q2 Open reserves the right to append new field(s) to the end of any Header or Content line without notice. This is to allow new data points to be added as needed in a timely fashion.
Your code should be written such that unexpected characters after the "last" field but prior to the end of each line should be ignored. That is, if the file is documented as being 872 bytes per line, receiving a file with 984 bytes per line should not disrupt your processing. This applies to both Header and Content lines.
The date in file name should be used as a guideline for human eyes only. Any date-related programmatic dependencies should rely on the
FileEffectiveDate contained within the header line of each file, as these will be precise to the second and will be in the appropriate timezone.
Also, if your organization has the need to perform a large volume of requests to any other routes in the CorePro API, or access to other data points within CorePro, please contact us to discuss.