Updated CX artefacts and requirements 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.
This includes:
• Visual, UI and Experiential updates to reflect the new rule and standard requirements
Collection and use consent: Default example
Rules changes
• New annotations relating to:
◦ information that must be given to a consumer during the consent process (new checklist item: 1CO.02.51)
◦ CDR Receipts (new checklist item: 1CO.00.52)
• Updates to existing rules requirements relating to requirements for:
◦ seeking consent including bundling (updated checklist items: 1CO.00.03, 1CO.00.04, 1CO.02.08 and 1CO.02.22)
◦ allowing data recipients to seek agreement to certain consent elements as presented to the consumer (updated checklist items: 1CO.02.06, 1CO.02.09–10 and 1CO.02.12)
◦ information that must be given to the consumer during consent (updated checklist items: 1CO.02.07 and 1CO.02.15)
◦ CDR Receipts (updated checklist item: 1CO.02.23)
• Retirement of existing rules requirements due to their removal from the rules (retired checklist items: 1CO.02.14 and 1CO.02.24–25)
• Retirement of rules annotations that — while not removed from the rules package — have been removed from this artefact for simplicity, or because they are no longer relevant to the flow (retired checklist items: 1CO.01.01, 1CO.02.16–17 and 1CO.02.20–21)
Standards changes
• New CX standard relating to CDR Receipt delivery (new checklist item: 1CO.00.53)
• Retirement of standards annotations that — while not removed from the standards — have been removed from this artefact to simplify the consent flow (retired checklist items: 1CO.02.44–45)
Guidelines changes
• New CX guidelines relating to CDR Receipt delivery and the transitional provisions for CDR Receipts (new checklist items: 1CO.00.54–55)
• Updates to existing CX guidelines to better clarify expectations (updated checklist items: 1CO.01.29, 1CO.02.35–36, 1CO.02.40, 1CO.02.47–48)
• Retirement of CX guidelines and standards to help streamline the consent flow by removing detail previously recommended, but not required, to be included in the consent flow, to align with the government’s objectives of increasing CDR uptake and reducing obligations for CDR participants (retired checklist items: 1CO.02.38–39, 1CO.02.42–43 and 1CO.02.46)
Collection and use consent: Using outsourced service providers
Rules changes
• New rule requirement relating to the transitional provision for information about OSPs that must be given during consent (new checklist item: 1CO.03a.07)
• Updates to existing rules requirements relating to information that must be given during the consent flow about OSPs (updated checklist item: 1CO.03a.02)
Guidelines changes
• New CX guidelines to:
◦ recommend appropriate interventions to mitigate cognitive load in relation to information about OSPs (new checklist item: 1CO.03a.08)
◦ clarify the transitional provision relating to the amended rules for information that must be given during the consent flow about OSPs (new checklist item: 1CO.03a.09)
• Updates to existing CX guidelines to better align to the updated rules requirements (updated checklist item: 1CO.03a.03)
• Minor updates to formatting for accuracy and consistency (updated checklist item: 1CO.03a.06)
• Retirement of existing CX guidelines which were made redundant by the updated rules requirements, which now require this information to be shown (retired checklist items: 1CO.03a.04 and 1CO.03a.05)
Collection and use consent: Sponsorship arrangement
Rules changes
Updates to existing rules requirements relating to information that must be given during the consent flow about OSPs (updated checklist item: 1CO.03b.02)
Guidelines changes
Minor updates to formatting and checklist references for accuracy and consistency (updated checklist items: 1CO.03b.04–07 and 1CO.03b.09–10)
Collection and use consent: CDR representative arrangement
Rules changes
• New rule annotation relating to information required to be given about the CDR representative’s redundant data handling policy (new checklist item: 1CO.03c.36)
• Updates to existing rules requirements relating to requirements for:
◦ CDR representative compliance to any consumer experience data standards that are expressed to apply to ADRs (updated checklist item: 1CO.03c.01)
◦ information that must be given to the consumer during consent (updated checklist item: 1CO.03c.25)
◦ CDR receipts (updated checklist item: 1CO.03c.29)
◦ seeking consent including bundling (updated checklist items: 1CO.03c.30)
◦ allowing data recipients to seek agreement to certain consent elements as presented to the consumer (updated checklist item: 1CO.03c.31–35)
• Retirement of rules annotations that — while not removed from the rules package — have been removed from this artefact for simplicity, or because they are no longer relevant to the flow (retired checklist item: 1CO.03c.08 and 1CO.03c.28)
• Minor updates to formatting and checklist references for accuracy and consistency (updated checklist items: 1CO.03c.02 and 1CO.03c.21)
Standards changes
New CX standard relating to CDR Receipt delivery (new checklist item: 1CO.03c.37)
Guidelines changes
• New CX guidelines relating to CDR Receipt delivery and the transitional provisions for CDR Receipts (new checklist items: 1CO.03c.38-39)
• Retirement of CX guidelines and standards to help streamline the consent flow by removing detail previously recommended, but not required, to be included in the consent flow, to align with the government’s objectives of increasing CDR uptake and reducing obligations for CDR participants (retired checklist items: 1CO.03c.14 and 1CO.03c.19–20)
• Minor updates to formatting and checklist references for accuracy and consistency (updated checklist items: 1CO.03c.12, 1CO.03c.16, 1CO.03c.21)
Business consumer statement
Rules changes
• New and updated rule annotation relating to requirements for seeking consent (new checklist item: 1CO.04.25; updated checklist items: 1CO.04.07–08)
• Updated rule annotation relating to CDR receipts (updated checklist item: 1CO.04.12)
• Retirement of existing rules requirements due to their removal from the rules (retired checklist item: 1CO.04.13–14)
Standards changes
New CX standard relating to CDR Receipt delivery (new checklist item: 1CO.04.26)
Guidelines changes
• New CX guideline relating to having an active ABN to be treated as a business consumer (new checklist items: 1CO.04.27)
• Updates to existing CX guideline to better align to the updated rules requirements (updated checklist item: 1CO.04.24)
• Minor updates to formatting and checklist references for accuracy and consistency (updated checklist items: 1CO.04.19–20)
CX Guideline website page
• Updates to include:
◦ notice for future obligated date of outsourced service providers
◦ references to consultations for rules and standards, and ACCC fact sheets
• New open source design asset 1CO. Collection and use consents v1.33.0.2025.03.05
Consent: Collection and use consents