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Consumer Experience (CX) Guidelines

1CO3. Trusted Adviser disclosure consent v1.34.0.2025.03.19

Description

Modified • CDR Rules and CX Standards and Guidelines annotations updated to reflect Competition and Consumer (Consumer Data Right) Amendment (2024 Measures No. 1) Rules 2024, Decision 350: August 2024 Rules - Standards Impacts and Change Request 674: CX Guidelines | Updates stemming from 2024 Consent Review changes. Impacted flow includes Detached flow and Bundled CDR Consents. • Updated page titles for clarity — ◦ ‘00- Detached flow - default example’ renamed to ‘00- Detached flow’; ◦ ‘01- Consolidated flow’ renamed to ‘01- Bundled CDR Consents'. • UI uplift. • Location of focus order notes related to WCAG Success Criterion 2.4.3: Focus Order; 1.1.1: Non Text Content; 2.4.4: Link Purpose (In Context) — from nested layer to new page. Added For Detached flow: • New rules annotations relating to: information that must be given to a consumer during the consent process; allowing data recipients to seek agreement to certain consent elements as presented to the consumer; and transitional provisions for CDR Receipts. • New standards annotations: Addressing CDR Receipt delivery. • New guideline annotations relating to: when the TA selection step should be included or omitted; upfront information to onboard the consumer; and CDR Receipt delivery and the transitional provisions for CDR Receipts For Bundled CDR Consents: • New rules annotations relating to: seeking consent including bundling; information that must be given to a consumer during the consent process; allowing data recipients to seek agreement to certain consent elements as presented to the consumer; the data minimisation principle; redundant data handling; and CDR Receipts and transitional provisions for CDR Receipts. • New CX standards annotations relation to: the Collection Source; and CDR Receipt delivery. • New CX guidelines relating to: data holder selection; when the TA selection step should be included or omitted; time period and the data minimisation principle; data recipient accreditation verification; and the display of information. Removed For Detached flow: • Retirement of existing rules requirements due to their removal from the rules • Retirement of CX guideline annotations that have been removed from this artefact for simplicity, stemming from feedback on CR674; and relating to CDR Receipts. For Bundled CDR Consents: • Retirement of existing rules requirements due to their removal from the rules • Retirement of standards annotations that — while not removed from the standards — have been removed from this artefact to simplify the consent flow • Retirement of CX guideline annotations that have been removed from this artefact for simplicity, stemming from feedback on CR674 For more details, see Change log: Consent: Disclosure consents, Trusted Adviser disclosure consents v1.34.0.2025.03.19

File
1CO3. Trusted Adviser disclosure consent v1.34.0.2025.03.19.fig
Preview
https://www.figma.com/design/oBW4wJbm2OKLo73RLkQOFp
Link

Consent: Disclosure consents, Trusted Adviser disclosure consents

Date released
Mar 19, 2025
Version introduced
1.34.0
Status
Archived
Type
Design asset
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