Customer Experience Guidelines
This version is:
Published 3 years ago 04 Apr 2022A summary of changes from V3.1.10 to V3.1.11
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Customer Experience Guidelines Changes: V3.1.10 to V3.1.11
| ID/Section | Sub section/Location | Change | Reason for Change |
|---|---|---|---|
| Propositions | Get Started >> Propositions submenu | Moved Propositions from Developer zone to Standards site including P21b | Internal review |
| Dashboards | |||
| 1 | Naming of the Consent and Access Dashboards | Figure 1 updated Following extensive research and discussions with the ecosystem, the following names for Dashboards have been agreed upon: Open banking connections or Connections Where the entity is acting solely as a TPP or an ASPSP, but not as both, the preferred term to describe the Dashboard is ‘Open Banking Connections’. This is a term that avoids jargon and should improve familiarity with the concept of open banking and associated services. It was understood that the term “connections” is considered a useful catch-all term that is not off-putting to real customers and provides an accurate description of the link between TPPs and ASPSPs that can be managed through Consent and Access Dashboards. Note: If your dashboard includes non-open banking connections, it is acceptable to refer to the dashboard as "Connections" or "Connected Services". If you have opted to split your payments and data access dashboards, you can change the naming to differentiate between the data and payments access dashboard, for example, Open Banking connected accounts and Open Banking Payments. | Natwest CR00031714 |
| PIS-VRP Access Dashboard & Revocation | |||
| 2 | Table 1 added new checklist #3 | ASPSPs could make available the VRP Access dashboard alongside other existing payment mandates like Direct Debit & Standing Orders provided it is easy and intuitive for the PSUs to find them in one location. The ASPSP may differentiate the PISP VRP access dashboard as Open Banking Payments. | Natwest CR00031714 |
| Payment Initiation Services (PIS) | |||
| 3 | New CEG Checklist requirement added on each journey ASPSPs must offer the same minimum and maximum payment limits for payment types, as they offer in their direct online channels. New CEG Checklist reference - 28f | Internal review & EAG discussions | |
| 4 | Updated CEG Checklist Reference link on all the journeys to v3.1.11 draft | ||
| Understand and download the Checklist | |||
| 5 | Checklist updated Refer to 10a, 28f |
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| 6 | Across all Customer Experience Guidelines pages Get Started Propositions Authentication Methods Authentication Methods Customer Experience Checklist Introduction Section B Design and Experience Principles Account Information Consent AIS Access Corporate Entities Permissions and Data Clusters Single Domestic Payments Acc Selection PISP Single Domestic Payments Acc Selection ASPSP Single Domestic Scheduled Payments Standing Orders International Payments Bulk Batch Payments Payment Refunds VRP Payments with an SCA Exemption VRP Payments under Sweeping Access VRP Payments with Delegated SCA Consent for Confirmation of Funds Confirmation of Funds Y/N Response AIS Consent Dashboard Revocation Refresh AIS Access Dashboard Revocation Revocation of Consent CBPII Access Dashboard Revocation Access Dashboard Revocation PSU Notifications Deep Linking for App-to-App Redirection Payment Status Refund Fulfillment Common Terminology | Replaced "OBIE" references with "OBL" or Open Banking Ltd (OBL) or Open Banking Standard | Internal review to change organisation name from Open Banking Implementation Entity(OBIE) to Open Banking Limited (OBL) |