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Consumer Experience (CX) Guidelines

04. Joint accounts

Checklist ref

5CM1.04.03

Area
5CM1. DH Dashboard
Wireframe ref

03

Type
CDR Rule
Requirement level
MUST
Participant
Data Holder
Statement

(1) Where: (a) this Division applies in relation to a consumer data request; and (b) either the co‑approval option or the pre‑approval option applies, or has applied, to the joint account; the data holder must provide each relevant account holder with an online service that: (d) can be used by the relevant account holder to manage approvals in relation to each authorisation to disclose joint account data made by a requester; and (e) allows for the withdrawal, at any time, of an approval in relation to each authorisation to disclose joint account data made by a requester; and (f) as part of the process for withdrawing an approval in relation to an authorisation, displays a message, in accordance with the data standards, about the consequences of withdrawing an approval in relation to an authorisation;

Reference

CDR Rule 4A.13(1)(a)–(b), (d)–(f)

Example

Consent Management (Data holder): Authorisations

Version introduced
1.29.1
Date introduced

9 April 2024

Date modified

26 February 2025

Status
Active
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In the spirit of reconciliation, the Data Standards Body acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples.