Change log

Wireframe, annotation and page updates to reflect Change Request 646: Clarify selection of Trusted Adviser in the CX Guidelines. Updates include: • Section copy for Detached flow - default example and Consolidated flow updated to outline hypothetical scenario and use case. • Wireframe title amendment from ‘Trusted Adviser Directory’ to ‘Select a Trusted Adviser’, for simplicity. • Removal of the trust rating component and annotation retired in the ‘About Trusted Adviser’ screen (see checklist references: 1CO3.00.18 and 1CO3.01.18). • New CX Guidelines clarifying that it is optional for an ADR to offer a TA disclosure service for any TA of the consumer’s choosing (see checklist references: 1CO3.00.34, 1CO3.01.32 and 1CO3.01.33). • New CX Guideline clarifying that a consumer's selection of a TA can constitute nomination (see checklist references: 1CO3.00.35 and 1CO3.01.34). • Open source design asset 1CO3. Trusted Adviser disclosure consent v1.31.0.2024.10.03

Consent: Disclosure consents, Trusted Adviser disclosure consents

Minor updates to website. Updates to all website pages include: • Breadcrumbs - Bug fix • ‘Last updated’ - Changed from ‘Updated’ and moved to the bottom of the page for improved UX. Updates to Overview pages include: • ‘Developing the CX Standards and Guidelines’ page - Updated links to Standards Maintenance and Guidelines Consultations. • ‘Accessibility, inclusivity and the CDR’ page - Updated ‘References’ section for consistency across website. • ‘References’ page - New section with links to consultations, research reports and guidance articles • ‘Participant demographics’ page - Updated ‘References’ section for consistency across website. Updates to individual CX Guidelines pages include: • ‘References’ section - Updated for consistency across website. • ‘Have your say’ section - New section with links to Guidelines Consultations, Standards Maintenance, CDR Support Portal and CX email.

See Overview pages: • Developing the CX Standards and Guidelines • Accessibility, inclusivity and the CDR • References • Participant demographics See individual CX Guidelines pages in: • Consent • Authenticate • Authorise • Consent Management