Updated CX checklist (web version and files) to reflect requirement changes relating to: • Consultation Draft 367: March 2025 Rules - Draft Standards; • Consultation Draft 369: Redirect to App - Draft Standards; • Change Request 684: CX Guidelines | ADI or NBL to hold CDR data as a DH; • Change Request 691: CX Guidelines | Expanding Amending BCDC CX Guidelines; • Change Request 693: CX Guidelines | Historical date ranges for Authorisations; • Change Request 700: CX Guidelines | Redirect to App (R2A) CX Guidelines Changes; • Change Request 701: CX Guidelines | Data Language Standards changes stemming from CD367; • Change Request 702: CX Guidelines | Required and voluntary data - Authorisation; and • Change Request 703: CX Guidelines | Pre-consent. Download files CX Checklist v1.35.0.2025.09.26 For details, see Change logs: Consent: Pre-consent v1.35.0.2025.09.16 Consent: Collection and use consents v1.35.0.2025.09.17 Consent: Disclosure consents, Accredited person disclosure consents v1.35.0.2025.09.15 Consent: Disclosure consents, Trusted Adviser disclosure consents v1.35.0.2025.09.15 Consent: Disclosure consents, Insights disclosure consents v1.35.0.2025.09.12 Consent: Disclosure consents, Business Consumer disclosure consents v1.35.0.2025.09.12 Consent: Amending consent v1.35.0.2025.09.22 Authenticate: Redirect to App v1.35.0.2025.09.22 Authenticate: Fallback Authentication Framework v1.35.0.2025.09.22 Authenticate: Redirect to Web with One Time Password v1.35.0.2025.09.22 Authorise: Authorisation to disclose v1.35.0.2025.09.24 Authorise: Amending authorisations v1.35.0.2025.09.24 Consent management (Data recipient): Collection and use consents v1.35.0.2025.09.17 Consent management (Data recipient): Withdrawal v1.35.0.2025.09.17 Overview: Open source assets v1.35.0.2025.09.26
Overview: CX Checklist