This section covers how data holders may ask a consumer to authorise the disclosure of CDR data.
The CX guidelines have been re-launched on a new domain: cx.dsb.gov.au
For more information, refer to Change log: Consumer Experience (CX) Guidelines
Overview
In accordance with CDR Rule 4.24, the authorisation process must not:
- Add any requirements to the authorisation process beyond what is outlined in the data standards and the CDR rules.
- Provide or request additional information during the authorisation process beyond what is specified in the data standards and the CDR rules.
- Offer additional or alternative services as part of this authorisation process.
- Include or refer to other documents.
In addition, CDR Rule 4.22 states that a data holder’s processes for asking a CDR consumer to give or amend an authorisation must:
- Accord with the data standards; and
- Have regard to any consumer experience guidelines developed by the Data Standards Body, be as easy to understand as practicable, including by use of concise language and, where appropriate, visual aids.
The Authorise stage typically consists of two steps:
- Account selection
- Confirmation
At this step, the consumer can select the accounts they would like to share data from.
At this step, the consumer can review and confirm what they are allowing the data recipient to access.
CX Guidelines for Authorise
The below CX Guidelines cover variations for the authorisation process. Note: The Account selection and Confirmation steps are conflated in this section.
These guidelines provide examples for how to implement the authorisation flow for common scenarios. Read more about Authorisation to disclose.
Amending authorisationsThese guidelines provide examples for how to implement the authorisation flow where a consent has been amended. Read more about Amending authorisations.
Authorisation to disclose joint account dataThese guidelines provide examples for how to implement the authorisation flow when disclosing data from joint accounts. Read more about Authorisation to disclose joint account data.
Last updated
This page was updated @December 20, 2021
Have your say
Community consultations and maintenance are part of our ongoing process. Here’s how you can get involved:
- Request new Guidelines or changes to existing Guidelines through the CX Guidelines Consultation process
- Request new Standards or changes to existing Standards through the Standards Maintenance process
- Log a ticket for any questions about the rules, standards, or guidelines through the CDR Support Portal
- Email your feedback to cx@dsb.gov.au
Quick links to CX Guidelines:
Overview
Consent
Authenticate
Authorise
Consent Management
Notifications
Accessibility statement
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