In the banking world the security demands are high for obvious reasons, therefore the extensibility of the Direct Banking app is restricted.
Nevertheless, there are a couple of events available that can be used to extend the Direct Banking solution.
Especially for the reconciliation there are events available to customize the solution.

In order to customize our apps you can now use a list of events that are being called at important points in the base app. If an event publisher contains a ‘Handled’ parameter, you cant completely over-rule that part of the base application. Just set the parameter to ‘true’ to let the base app know that you’ve handled the call yourself and that it can exit without executing the base code.

Available event publishers:

Publisher Type Publisher ID Publisher Name
Codeunit 11301477 BCB Scheduled Import Mgt.
Event Name Parameters Available From Version Description
OnBeforeCleanUpCreatedPayments var Handled: Boolean Can be used to remove handled CreatedPayment records, it is also an event at the end of the scheduled import and it can be used to initiate other scheduled tasks.
Publisher Type Publisher ID Publisher Name
Codeunit 11301478 BCB Events Publishers
Event Name Parameters Available From Version Description
OnBeforeBCBMatching Rec: Record “Bank Acc. Reconciliation”;
var Handled: Boolean
Raised before the Direct Banking Reconciliation is executed
OnAfterBCBMatching Rec: Record “Bank Acc. Reconciliation” Raised after the Direct Banking Reconciliation is executed
OnBeforeCreatedPaymentMatching Rec: Record “Bank Acc. Reconciliation Line”;
var Handled: Boolean; var Matched: Boolean
Raised before Created Payment Matching is executed.
In this stage the Reconciliation Line has been created, an account is matched and this is the first step to actually match a transaction with an outstanding invoice or bank account ledger entry.
OnAfterCreatedPaymentMatching Rec: Record “Bank Acc. Reconciliation Line”;
var Matched: Boolean
Raised after Created Payment Matching is executed.
OnBeforeTransactionArchiveSetUnprocessed var RecToSetUnprocessed: Record “BCB Transaction”; var Handled: Boolean Raised when the user manually tries to reprocess an earlier handled transaction from the transaction archive. The handled flag can also be set to true when the restore shouldn’t be executed.
Publisher Type Publisher ID Publisher Name
Codeunit 11301500 BCB W1 Matching Management
Event Name Parameters Available From Version Description
OnBeforeGetMatchingEntries Transaction: Record “BCB Transaction”; var MatchingEntry: Record “BCB Matching Entry”; RemittanceInfo: Text; AccountType: Enum “Gen. Journal Account Type”; AccountNoFilter: Text; var TempTransactionMatch: Record “BCB Transaction Match” temporary; var HasMatch: Boolean; var IsHandled: Boolean Raised before outstanding ledger entries are found in the Direct Banking Matching engine based on the remittance info of the transaction
OnAfterGetMatchingEntries Transaction: Record “BCB Transaction”; var MatchingEntry: Record “BCB Matching Entry”; RemittanceInfo: Text; AccountType: Enum “Gen. Journal Account Type”; AccountNoFilter: Text; var TempTransactionMatch: Record “BCB Transaction Match” temporary; var HasMatch: Boolean; Raised after outstanding ledger entries are found in the Direct Banking Matching engine based on the remittance info of the transaction. The found entries are stored in the TempTransactionMatch temp table
OnBeforeAddOrUpdateMatch MatchingEntry: Record “BCB Matching Entry”; TransactionId: Guid; MatchingField: Option “Document No.”,“Document No. Simplified”,“External Document No.”,“Order No.”,“Order No. Simplified”,“Payment Reference”,“Your Reference”; var TempTransactionMatch: Record “BCB Transaction Match” temporary; var IsHandled: Boolean; Raised before converting the temporary transaction match entries into the actual transaction match table. This event can be used to give transaction matches different statuses, to skip matches or to take additional actions on the matches
OnAfterAddOrUpdateMatch MatchingEntry: Record “BCB Matching Entry”; TransactionId: Guid; MatchingField: Option “Document No.”,“Document No. Simplified”,“External Document No.”,“Order No.”,“Order No. Simplified”,“Payment Reference”,“Your Reference”; var TempTransactionMatch: Record “BCB Transaction Match” temporary; Raised after converting the temporary transaction match entries into the actual transaction match table.
Publisher Type Publisher ID Publisher Name
Codeunit 11301613 BCB Ponto Event Publishers
Event Name Parameters Available From Version Description
OnBeforeSynchronizeAccounts var Handled: Boolean Raised before synchronizing bank accounts with Ponto
OnAfterSynchronizeAccounts Raised after synchronizing bank accounts with Ponto
OnBeforeImportTransactions var Handled: Boolean Raised before importing bank transactions from Ponto
OnAfterImportTransactions Raised after importing bank transactions from Ponto