These guidelines provide examples for how to implement requirements related to changing disclosure options for joint accounts.

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Overview

Data holders must provide joint account holders with a disclosure option management service. This service must allow joint account holders to:

• change the joint account to a more restrictive disclosure option;
• propose a change on a joint account to a less restrictive disclosure option; and
• respond to the proposal to change to a less restrictive disclosure option

Consent Management is the final stage of ‣. This is a high level example of the relationship between Consent Management and Account permissions.

The guidelines in this section focus on changing to a non-disclosure option in accordance with rule 4A.7, and obtaining agreement on change to a less restrictive disclosure option with accordance to rule 4A.8.

For further guidance, see ACCC's Revised joint account implementation guidance.

Wireframes and guidelines

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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.

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Change to a non-disclosure option

The following wireframes show an example of changing a disclosure option to a more restrictive option. In this example, account holder A (AH-A) changes the disclosure option from pre-approval option to non-disclosure option.

https://www.figma.com/embed?embed_host=notion&url=https%3A%2F%2Fwww.figma.com%2Ffile%2FlisqCjVAIXvqUx0iO77u19%2F%3Fnode-id%3D378%253A34776

• See key requirements and guidelines