This repository houses the interactions, consultations and work management to support the maintenance of baselined components of the Consumer Data Right API Standards and Information Security profile.
41
stars
9
forks
source link
Clarify selection of Trusted Adviser in the CX Guidelines #646
The DSB is raising this change request on behalf of Chartered Accounts Australia and New Zealand (CA ANZ), CPA Australia (CPA), and the Institute of Public Accountants (IPA).
For further details, see the Letter to the Chair PDF. The below change request was arrived at following further discussion.
While the CX Guidelines only outline optional examples and recommendations, they currently include ratings, additional information, and a selection process that go beyond CDR requirements. This includes the presentation of a list of trusted advisers of the accredited person from which a TA may be selected, and the accredited person’s corresponding ‘ratings’ of each trusted adviser.
To avoid confusion, only advisers that the consumer has already nominated should be presented when a consumer provides a TA disclosure consent, given the consumer should have been invited to nominate them prior to this step. The additional information and ratings screen should also be removed as the consumer should already be familiar with their trusted adviser(s).
This change request proposes the removal of the ‘About [Trusted Adviser]’ screen and a change to the heading of the list of trusted advisers from ‘Trusted Adviser Directory’ to ‘Trusted Advisers’, with a guideline to clarify that this is intended to be a list of trusted advisers that the consumer has already nominated.
Update the Trusted Adviser Disclosure Consent wireframes to clarify the process of selecting trusted advisers. Remove any non-mandatory items relating to information about the trusted adviser.
:warning: Disclaimer :warning:
The CX Guidelines provide optional implementation examples for key rules, standards, and best practice recommendations.
They demonstrate key aspects of the consent model, but certain areas may be considered out of scope. This may include, for example, where the rules and/or standards are silent or non-prescriptive to provide CDR participants with flexibility or discretion according to their own systems or protocols.
:heavy_exclamation_mark:The CX Guidelines span policy, rules, standards, and best practice, so requests will be considered on a case by case basis and timings may not fall within a Maintenance Iteration cycle.
Importantly, the CX Guidelines are optional to follow, but the CDR rules require CDR participants to have regard to them. The CX Standards differ in that they are binding data standards that must be followed.
The DSB is raising this change request on behalf of Chartered Accounts Australia and New Zealand (CA ANZ), CPA Australia (CPA), and the Institute of Public Accountants (IPA).
For further details, see the Letter to the Chair PDF. The below change request was arrived at following further discussion.
Description
Revise the CX Guidelines for Trusted Adviser (TA) disclosure consents, particularly the Pre-consent stage—Trusted Advisor Directory and Trusted Adviser Rating.
Intention and Value of Change
While the CX Guidelines only outline optional examples and recommendations, they currently include ratings, additional information, and a selection process that go beyond CDR requirements. This includes the presentation of a list of trusted advisers of the accredited person from which a TA may be selected, and the accredited person’s corresponding ‘ratings’ of each trusted adviser.
To avoid confusion, only advisers that the consumer has already nominated should be presented when a consumer provides a TA disclosure consent, given the consumer should have been invited to nominate them prior to this step. The additional information and ratings screen should also be removed as the consumer should already be familiar with their trusted adviser(s).
This change request proposes the removal of the ‘About [Trusted Adviser]’ screen and a change to the heading of the list of trusted advisers from ‘Trusted Adviser Directory’ to ‘Trusted Advisers’, with a guideline to clarify that this is intended to be a list of trusted advisers that the consumer has already nominated.
Area affected
New item or change proposed
Update the Trusted Adviser Disclosure Consent wireframes to clarify the process of selecting trusted advisers. Remove any non-mandatory items relating to information about the trusted adviser.
:warning: Disclaimer :warning: The CX Guidelines provide optional implementation examples for key rules, standards, and best practice recommendations.
They demonstrate key aspects of the consent model, but certain areas may be considered out of scope. This may include, for example, where the rules and/or standards are silent or non-prescriptive to provide CDR participants with flexibility or discretion according to their own systems or protocols.
:heavy_exclamation_mark:The CX Guidelines span policy, rules, standards, and best practice, so requests will be considered on a case by case basis and timings may not fall within a Maintenance Iteration cycle.
Importantly, the CX Guidelines are optional to follow, but the CDR rules require CDR participants to have regard to them. The CX Standards differ in that they are binding data standards that must be followed.