How to use these guidelines

This section explains how to interpret the pages and artefacts on this website.
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On this page

Home page

The Home page links to various sections of the website, including an Overview area and CX Guidelines for various stages in the Consent Model. You can use the breadcrumbs at the top of the page to navigate, along with on-page quick links to other sections.

The overview area provides information about the CX Guidelines along with useful resources and references.

The about section includes background on the Consumer Data Right and the Data Standards Body; information on how the CX Standards and Guidelines have been developed; a change log which details what has been introduced, revised, or retired in each release; and other general information.

The resources and references section includes a version-controlled CX Checklist, which is a detailed list of every item referenced in the CX Guidelines, including key rules, standards, and privacy safeguards. This list is available as a downloadable CSV file. A CX Metrics artefact is provided in the resources and references section, which details the measures, metrics, and heuristics the CX Working Group has used in consumer research to assess consent quality, comprehension, trustworthiness, propensity to willingly share data, and other characteristics.

CX Guidelines

The CX Guidelines demonstrate various CDR requirements and recommendations. The CX Guidelines can be accessed from the home page, the quick links section in the footer, or from the 'Explore other CX Guidelines' accordion at the top of each guideline page. CX Guidelines are organised based on the structure of the consent model and the way obligations are laid out in the CDR Rules.

CX Guideline pages have two levels:

  1. An overview page, such as the one for Authenticate
  2. A detailed guideline page, such as the one for the Redirect with One Time Password authentication flow

Guideline pages cover the specific steps and variations for each stage in the The Consent Model. These pages contain wireframes, guidelines, prototypes, and open source assets related to the steps.

Requirement levels

The CX Guidelines reflect various obligation types:

  1. CDR Rule

    2. A CDR Rule that MUST be followed. Key rules are referenced throughout the guidelines; CDR Participants should refer to the CDR Rules for a complete list.

  2. Data Standard

    3. A Data Standard that MUST be followed, which may refer to an API, Information Security, or Consumer Experience Standard. These are outlined in full on the standards website; CX items are reflected in the CX Standards section. These items are binding data standards for the purposes of s56FA and in accordance with the Consumer Data Right rules.

    For all standards, the key words MUST, MUST NOT, SHOULD, SHOULD NOT, and MAY are to be interpreted as described in RFC2119.

  3. CX Guideline

    4. A CX Guideline is an optional example of a key requirement or recommendation. While the CX Guidelines are not mandatory, the CDR Rules emphasise the need for CDR Participants to have regard to them.

Wireframes

Wireframe are presented as embedded Figma frames, allowing the zoom level to be adjusted and the wireframes to be viewed at full screen.

Wireframes are illustrated alongside rules, standards, and/or guidelines as examples of how to put key requirements and recommendations into effect.

The wireframes and guidelines do not necessarily prescribe how to implement these items, but alignment is recommended to reflect best practice and help provide a consistent and familiar CDR ecosystem that consumers can trust.

Wireframes with colour-coded numbers that correspond to CDR Rules, Data Standards, or CX Guidelines.
Wireframes with colour-coded numbers that correspond to CDR Rules, Data Standards, or CX Guidelines.

Wireframes are presented as modular components to allow relevant items to be combined and deployed as appropriate. For example, ADRs with different redundant handling policies will need to consider different design components.

Each wireframe is labelled to denote the stage of the Consent Model, and which CDR Participant it relates to.

The examples throughout these guidelines have been developed using a mobile-first approach to illustrate how information may be presented on small screens. CDR Participants will need to adjust this logic to align with their CDR channels.

Wireframes with labels to [1] refer to the stage of the Consent Model, and [2] refer to the CDR Participant.
Wireframes with labels to [1] refer to the stage of the Consent Model, and [2] refer to the CDR Participant.

The colour-coded annotations in the wireframes map directly to key rules, standards, and/or guidelines for each stage, which are outlined in the 'See key requirements and guidelines' accordion beneath each wireframe. The table is a filtered version of the CX Checklist.

Wireframes cover a specific flow, step, or component. Annotations are colour coded and map directly to the items in the table underneath the wireframe.
Wireframes cover a specific flow, step, or component. Annotations are colour coded and map directly to the items in the table underneath the wireframe.

An embedded prototype is also provided for each flow, step, or component as an interactive version of the wireframe to demonstrate how the flow might work in practice.

Prototypes reflect the wireframes, often some interactions and screens are omitted for simplicity.
Prototypes reflect the wireframes, often some interactions and screens are omitted for simplicity.

Open sources design assets are provided in the form of version-controlled Figma files. These assets contain the annotated wireframe and working prototype published on the CX Guideline page, and have been reviewed for accessibility compliance. Assets are partially conformant to Web Content Accessibility Guidelines (WCAG) 2.1 level AA. These assets do not tend to accessible code and instead focus on visual presentation and readability. For more details, see Open Source Assets.

The wireframes and prototypes can be downloaded as a Figma file. These design assets are created for the purpose of assisting implementation.
The wireframes and prototypes can be downloaded as a Figma file. These design assets are created for the purpose of assisting implementation.

References are provided to contextually consolidate the research and other sources that were used to develop the CX guidelines.

CX Guidelines are informed by consultations and research.
CX Guidelines are informed by consultations and research.

Last updated

This page was updated @November 23, 2023

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