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
TA disclosure consents - Detached flow
Rules changes
• New rules annotations relating to:
◦ information that must be given to a consumer during the consent process (new checklist reference 1CO3.00.36)
◦ allowing data recipients to seek agreement to certain consent elements as presented to the consumer (new checklist item: 1CO3.00.37)
◦ transitional provisions for CDR Receipts (new checklist item: 1CO3.00.38)
• Updates to existing rules requirements relating to requirements for:
◦ seeking consent including bundling (updated checklist item: 1CO3.00.01)
◦ allowing data recipients to seek agreement to certain consent elements as presented to the consumer (updated checklist item: 1CO3.00.02 and 1CO3.00.05)
◦ CDR Receipts (updated checklist item: 1CO3.00.06)
• Retirement of existing rules requirements due to their removal from the rules (retired checklist item: 1CO3.00.07 and 1CO3.00.08)
Standards changes
New CX standard relating to CDR Receipt delivery (new checklist item: 1CO3.00.39)
Guidelines changes
• New CX guidelines relating to:
◦ when the TA selection step should be included or omitted (new checklist item: 1CO3.00.40)
◦ upfront information to onboard the consumer (new checklist item: 1CO3.00.41)
◦ CDR Receipt delivery and the transitional provisions for CDR Receipts (new checklist items: 1CO3.00.42–3)
• Updates to existing CX guidelines to better clarify expectations (updated checklist items: 1CO3.00.29 and 1CO3.00.35)
• Retirement of CX guideline annotations:
◦ that have been removed from this artefact for simplicity, stemming from feedback on CR674 (retired checklist items: 1CO3.00.19–20)
◦ relating to CDR Receipts (retired checklist item: 1CO3.00.31)
TA disclosure consents - Bundled CDR Consents
Rules changes
• New rules annotations relating to:
◦ seeking consent including bundling (new checklist item: 1CO3.01.35–36 and 1CO3.01.39)
◦ information that must be given to a consumer during the consent process (new checklist item: 1CO3.01.36, 1CO3.01.41–43)
◦ allowing data recipients to seek agreement to certain consent elements as presented to the consumer (new checklist item: 1CO3.01.38)
◦ the data minimisation principle (new checklist item: 1CO3.01.37 and 1CO3.01.40)
◦ redundant data handling (new checklist item: 1CO3.01.44)
◦ CDR Receipts and transitional provisions for CDR Receipts (new checklist item: 1CO3.01.45–46)
• Updates to existing rules requirements relating to requirements for:
◦ allowing data recipients to seek agreement to certain consent elements as presented to the consumer (updated checklist item: 1CO3.01.01 and 1CO3.01.03)
◦ seeking consent including bundling (updated checklist item: 1CO3.01.04)
◦ CDR Receipts (updated checklist item: 1CO3.01.05)
• Retirement of existing rules requirements due to their removal from the rules (retired checklist items: 1CO3.01.06–07)
Standards changes
• New annotation of existing CX standard relating to the Collection Source (new checklist item: 1CO3.01.47)
• New CX standard relating to CDR Receipt delivery (new checklist item: 1CO3.01.48)
• Retirement of standards annotations that — while not removed from the standards — have been removed from this artefact to simplify the consent flow (retired checklist item: 1CO3.01.13–14)
Guidelines changes
• New CX guidelines relating to:
◦ data holder selection (new checklist items: 1CO3.01.49–53)
◦ when the TA selection step should be included or omitted (new checklist item: 1CO3.01.54)
◦ time period and the data minimisation principle (new checklist item: 1CO3.01.55)
◦ data recipient accreditation verification (new checklist item: 1CO3.01.56)
◦ the display of information (new checklist item: 1CO3.01.57)
◦ CDR Receipt delivery and the transitional provisions for CDR Receipts (new checklist item: 1CO3.01.58–59)
• Updates to existing CX guidelines to better clarify expectations (updated checklist item: 1CO3.01.27 and 1CO3.01.33–34)
• Retirement of CX guideline annotations that have been removed from this artefact for simplicity, stemming from feedback on CR674 (retired checklist items: 1CO3.00.19–20)
CX Guideline website page
• Updates to page hierarchy for clarity —
◦ updates to section title, from ‘Detached flow - default example’ to ‘Detached flow'
◦ new section for ‘Bundled CDR Consents’
• Updates to include references to consultations for rules, standards and guidelines
• Updates to CX checklist
• New open source design asset 1CO3. Trusted Adviser disclosure consent v1.34.0.2025.03.19
Consent: Disclosure consents, Trusted Adviser disclosure consents