Updated @February 22, 2024
These guidelines provide examples for how to implement the authorisation flow for common scenarios.
On this page
Overview
This example of the authorisation process covers account selection and confirmation for individual accounts.
Wireframes and guidelines
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).
Profile selection
The following wireframes show an example of adding a profile selection step in authorisation.
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
- Profile selection
- Duration
- Layout variation
- Cancellation
Item | File | Date released | Version introduced |
---|---|---|---|
February 22, 2024 | 1.29.0 |
For past versions, refer to Change log.
References
These CX Guidelines were informed by consultations and research conducted in 2019 to 2021, including the following:
- Consultations
- DSB 2020, Decision Proposal 127 - CX Guidelines for Enhanced Error Handling and CX Workshop: Error handling
- DSB 2021, Noting Paper 157 - CX Standards Arising from v2 Rules
- DSB 2021, Decision Proposal 160 - CX Standards | Non-individuals | Partnerships | Secondary users (see concepts 1.1 Accounts not shown | Generic message, 1.2 Sharing rights request, 1.3 Accounts shown | Generic message - overlay)
- CX research
- Tobias 2019, Phase 1 CX report
- GippsTech 2019, Phase 2, Stream 1 report
- Greater than X 2019, Phase 2, Stream 2 report
- Tobias 2019, Phase 2, Stream 3 report
- Other
- DSB, Technical Standards: Request Object
- Nielsen Norman Group 2019, 10 Usability Heuristics for User Interface Design (Error prevention)
- Nielsen Norman Group 2019, 10 Usability Heuristics for User Interface Design (Visibility of system status)
Quick links to CX Guidelines:
→ cx@consumerdatastandards.gov.au → cx.cds.gov.au | cds.gov.au