This section provides guidelines for data holder dashboards, where consumers manage their authorisations.
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
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 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.
About this page
References
The artefacts on this page were informed by the following sources.
| Title | Author | Year | URL | Type |
|---|---|---|---|---|
DSB | 2019 | Consultations | ||
ACCC | 2020 | Consultations | ||
DSB | 2021 | Consultations | ||
DSB | 2024 | Consultations | ||
DSB | 2024 | Consultations | ||
Tobias | 2019 | Research | ||
GippsTech | 2019 | Research | ||
Tobias | 2020 | Research | ||
DSB | 2019 | Guidance | ||
OAIC | 2022 | Guidance | ||
OAIC | 2022 | Guidance | ||
ACCC | 2022 | Guidance | ||
OAIC | 2022 | Guidance | ||
DSB | 2023 | Guidance | ||
Nielsen Norman Group | 1994 | Other |
Last updated
This page was updated @June 12, 2024
Have your say
Community consultations and maintenance are part of our ongoing process. Here’s how you can get involved:
- Request new Guidelines or changes to existing Guidelines through the Guidelines Consultation process
- Request new Standards or changes to existing Standards through the Standards Maintenance process
- Log a ticket for any questions about the rules, standards, or guidelines through the CDR Support Portal
- Email your feedback to cx@consumerdatastandards.gov.au
Quick links to CX Guidelines:
→ cx@consumerdatastandards.gov.au → cx.cds.gov.au | cds.gov.au
