These guidelines provide examples for how to implement the authorisation flow for common scenarios.

Overview

This example of the authorisation process covers account selection and confirmation for individual accounts.

Wireframes and guidelines

Note: The wireframes shown are examples of how to implement key rules, standards, and guidelines. Use the on-screen functions to adjust zoom level or expand the wireframes to be viewed at full screen.

Default example

The following wireframes show a basic example of the authorisation process. Variations can be found in the below sections.

Unavailable accounts

An account may be considered unavailable for various reasons. Unavailable accounts may include eligible accounts that can’t be shared — for example, to prevent financial harm or because the account user doesn’t have sharing rights.

Unavailable accounts may also include ineligible accounts, or accounts that are not captured under the required consumer data rules. Data holders may show these accounts as unavailable to reduce confusion, such as where a consumer expects to see certain accounts, but cannot select them as they’re not eligible to be shared. While certain account or product types are excluded from the required consumer data rules, data holders may choose to share these accounts voluntarily.

The following wireframes show examples of the account selection step when a consumer has accounts unavailable for data sharing.

All accounts can be shown

Unavailable accounts cannot be shown

No accounts can be shown

Data related to one or no accounts

The following wireframes show an example of authorisation when the consumer only has one account and an example of when data does not relate to any accounts (e.g. saved payees).

Selection functionality

Duration

The following wireframes show examples where authorisation is being sought for disclosure on a single occasion and for ongoing collection.

Layout variation

The CX Guidelines demonstrate extensive requirements for completeness. CX research suggests that breaking content into several steps facilitates comprehension and usability.

The following wireframes suggest alternative patterns for the authorisation.

Cancellation

The following wireframes show an example of cancelling authorisation.

Download open source asset

Download design asset

Item	File	Date released	Version introduced
3AU. Authorisation to disclose v1.35.0.2025.09.24	3AU. Authorisation to disclose v1.35.0.2025.09.24.fig	Sep 24, 2025	1.35.0

For past versions, refer to Change log.

About this page

References

The artefacts on this page were informed by the following sources.

Last updated

This page was updated @Sep 24, 2025

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