The CX Guidelines are developed to help organisations provide CDR consumers with intuitive, informed, and trustworthy data sharing experiences. As noted in rule 4.10(1)(a)(ii) and 4.22(b), data recipients and data holders must have regard to the CX Guidelines when designing their respective consent and authorisation flows. Rule 8.11(3) also states that the data standards must be subject to consumer testing, a process through which the CX Guidelines are also developed.
Importantly, the CX Guidelines are distinct to the CX Standards. The CX Standards are mandatory and binding data standards, which are published online alongside the technical standards, whereas the CX Guidelines provide optional examples for how to implement key CDR rules, data standards, and recommendations for the consent model.
The CX Guidelines include artefacts such as:
- Annotated wireframes that demonstrate possible visual representations of key rules, standards, and recommendations based on CX research
- Embedded interactive prototypes to demonstrate how the wireframes may work in practice
- Version-controlled Figma files provided as downloadable open source assets, which include wireframes, annotations, and prototypes
- A complete list of requirements and recommendations referenced in the CX Guidelines to assist with discovery and compliance, which are available in web, Excel and CSV formats
For more information on these items please see How to use these guidelines.
CX Guidelines for the energy sector
CX Guidelines relating to the energy sector were first released in February 2022. This has mostly consisted of updates to the existing CX Guidelines to make them sector agnostic, as well as some energy sector-specific accommodations where necessary, such as for authentication, dashboards, and offline customers.
As the CX Guidelines are largely sector agnostic, energy sector participants are encouraged to refer to all relevant pages on the website.
CX Guidelines developed to accomodate specific energy sector requirements or differences can be found in the following pages:
- Authenticate: Redirect with One Time Password
- Consent management (Data holder): Authorisations, Offline customers
The CX Guidelines are updated and released iteratively based on changes in requirements, community requests, and ongoing CX research. Recent updates are noted in the ‘Announcements’ section of the homepage and in the DSB weekly newsletter. Details of any updates are included in the website’s Change log.
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When will the Energy sector expect energy specific wireframes to be developed?
The timing for any energy CX Guidelines will depend on when the energy rules are made, but in general they are developed and finalised 3 months after the making of new or amended rules.
This allows the DSB to work with other CDR agencies on rules/implementation interpretations. It also allows the CX team to collaborate with the community in public workshops, where possible and appropriate, to further facilitate implementation.