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Consumer Experience (CX) Guidelines
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03. Co-approval joint accounts

03. Co-approval joint accounts

Checklist ref

3AU2.03.20

Area
3AU2. Joint Account Authorisation
Wireframe ref

20

Type
CX Standard
Requirement level
MUST
Participant
Data Holder
Statement

Where an account requires further actions or approvals before data can be disclosed, data holders MUST indicate this to the user visually and MUST provide an explanation of what is required or expected. This MAY, for example, be achieved with a visual icon to indicate that the account is ‘pending’. This indication MUST be accompanied by an in-context explanation to describe what the status means. This explanation SHOULD include any required actions and any specified time frames.

Reference

Authorisation Standards, Authorisation: Pending status

Example

Authorise: Authorisation to disclose joint account data

Version introduced
1.15.0
Date introduced

17 December 2021

Date modified

Status
Active