Updated @June 12, 2024
This section provides guidelines for data holder dashboards, where consumers manage their authorisations.
On this page
Overview
The consumer dashboard enables a consumer to review and manage their authorisations, which are also referred to as sharing arrangements in some consumer-facing designs.
The consumer dashboard allows consumers to see a list of all the CDR participants they are sharing data with, and the specific sharing arrangements they have with them.
Wireframes and guidelines
Default example
The following wireframes show a basic example of a data holder dashboard. Variations can be found in the below sections.
Single occasion disclosure
The following wireframes show an example of how authorisations for single occasion and on-going collection may be displayed in data holder dashboards.
Amended authorisations
The following wireframes show an example of how data holders can provide information for previous authorisations on the consumer dashboard.
Offline customers
‘Offline customers’ are eligible energy consumers without online access to their energy account(s). The following wireframes show one example for how to implement consumer dashboards for ‘offline customers’.
This example is not prescriptive, and data holders may choose to offer and provide dashboards to offline customers using alternative methods. It is at the data holder's discretion to determine the actual process of providing a dashboard to an offline customer for the purposes per rule 2.3(2).
For more information please refer to the Offline Customer Guidance on our CDR Support Portal.
Joint accounts
The following wireframes show an example of how authorisation arrangements containing joint accounts should be displayed on the dashboards of:
- Account holder A (AH-A), the initiating account holder. AH-A is the ‘requester’ as described in CDR Rule 1.7(1).
- Account holder B (AH-B), the non-initiating account holders. AH-B is the ‘relevant account holder’ as described in CDR Rule 4A.3(b)(ii).
The wireframes show two scenarios, where an arrangement contains either:
- one or more joint accounts that are actively sharing data
- all joint accounts are not actively sharing data
Download open source asset
Open sources design assets are created in Figma for the purposes of assisting implementation. This Figma file contains annotated wireframes and working prototypes for the data holder dashboard, including:
- Default example
- Single occasion disclosure
- Amended authorisations
- Offline customers
- Joint accounts
| Item | File | Date released | Version introduced |
|---|---|---|---|
June 12, 2024 | 1.30.0 |
For past versions, refer to Change log.
References
These CX Guidelines were informed by consultations and research conducted in 2019 to 2022, including the following:
- Consultations
- DSB 2019, CX Workshop: Manage and withdraw
- ACCC 2020, Draft v2 Rules consultation (see concept 7.5 Data Holder Dashboard)
- DSB 2021, Noting Paper 157 - CX Standards Arising from v2 Rules
- DSB 2024, Decision Proposal 334 - Data Holder Dashboards
- DSB 2024, Change Request 557 - Withdrawal of a SUI by an Account Holder leaving an "Empty" Authorisation
- CX research
- Tobias 2019, Phase 1 CX report
- GippsTech 2019, Phase 2, Stream 1 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 (Flexibility and efficiency of use)
- ACCC 2022, CDR Support Portal: Offline Customer Guidance
- OAIC 2022, Privacy Safeguard 1
- OAIC 2022, Privacy Safeguard 10
- OAIC 2022, Guide to developing a CDR policy
- DSB 2023, Authorisation States for Joint Account and Secondary User Sharing
Quick links to CX Guidelines:
→ cx@consumerdatastandards.gov.au → cx.cds.gov.au | cds.gov.au
