These guidelines provide examples for how to implement the authorisation flow for common scenarios.
Overview
This example of the authorisation process covers account selection and confirmation for individual accounts.
Wireframes and guidelines
Note: The wireframes shown are examples of how to implement key rules, standards, and guidelines. Use the on-screen functions to adjust zoom level or expand the wireframes to be viewed at full screen.
Default example
The following wireframes show a basic example of the authorisation process. Variations can be found in the below sections.
Unavailable accounts
An account may be considered unavailable for various reasons. Unavailable accounts may include eligible accounts that cannot be shared, such as where
- a data holder deems it necessary to prevent financial harm or abuse, or
- account users do not have sharing rights.
Unavailable accounts may also include ineligible accounts which data holders may show to mitigate confusion, such as where a consumer expects to see their accounts but cannot select them because they are ineligible for CDR.
The following wireframes show examples of the account selection step when a consumer has accounts unavailable for data sharing.
All accounts can be shown
Unavailable accounts cannot be shown
No accounts can be shown
Data related to one or no accounts
The following wireframes show an example of authorisation when the consumer only has one account and an example of when data does not relate to any accounts (e.g. saved payees).
Selection functionality
The following wireframes show an example of authorisation with:
- a profile selection step; and
- additional functionality to support account discovery and selection where further navigation or interaction is required to view all accounts.
Duration
The following wireframes show examples where authorisation is being sought for disclosure on a single occasion and for ongoing collection.
Layout variation
The CX Guidelines demonstrate extensive requirements for completeness. CX research suggests that breaking content into several steps facilitates comprehension and usability.
The following wireframes suggest alternative patterns for the authorisation.
Cancellation
The following wireframes show an example of cancelling authorisation.
Download open source asset
Open sources design assets are created in Figma for the purposes of assisting implementation. This Figma file contain annotated wireframes and working prototypes for Authorisation to disclose, including:
- Default example
- Unavailable accounts
- All accounts can be shown
- Unavailable accounts cannot be shown
- No accounts can be shown
- Data related to one or no accounts
- Selection functionality
- Duration
- Layout variation
- Cancellation
| Item | File | Date released | Version introduced |
|---|---|---|---|
December 10, 2024 | 1.32.0 |
For past versions, refer to Change log.
About this page
References
The artefacts on this page were informed by the following sources.
| Title | Author | Year | URL | Type |
|---|---|---|---|---|
DSB | 2020 | Consultations | ||
DSB | 2020 | Consultations | ||
DSB | 2021 | Consultations | ||
DSB | 2021 | Consultations | ||
DSB | 2023 | Consultations | ||
DSB | 2024 | Consultations | ||
Tobias | 2019 | Research | ||
GippsTech | 2019 | Research | ||
Greater than X | 2019 | Research | ||
Tobias | 2019 | Research | ||
DSB | 2019 | Guidance | ||
Nielsen Norman Group | 1994 | Other | ||
Nielsen Norman Group | 1994 | Other | ||
Nielsen Norman Group | 1994 | Other | ||
Nielsen Norman Group | 1994 | Other |
Last updated
This page was updated @December 10, 2024
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