Request persistent consent of peer

This guide explains how an Identity can obtain the persistent consent of one of its peers on a particular issue. Technically, this form of consent is stored by a RelationshipAttribute with Consent as value.@type, that exists in the context of their Relationship and that is usually owned by the peer.

For information on how to establish Relationships, refer to the Establish Relationships scenario documentation.

If an Identity wants to obtain the persistent consent of one of its peers and thus create a RelationshipAttribute with Consent as value.@type for their Relationship, it has several options on how to do this. These have in common that the Identity must send a Request to create such a RelationshipAttribute to its peer, which must be accepted by the peer. The Identity usually wants to define the values for the properties of the Consent itself. This applies in particular to its consent property, in which the text is specified to which the peer should persistently agree. The peer should not be able to change this text or the other values for the properties of the Consent. For this purpose, it makes the most sense for the Identity to send a Request to the peer that contains a CreateAttributeRequestItem within its items property. The RelationshipAttribute to be created must then be inserted into the attribute property of the CreateAttributeRequestItem. Further information on using the CreateAttributeRequestItem can be found in the Create Attributes for peer guide.

Examples of consents

There are many situations in which an Identity needs or wants the persistent consent of one of its peers. The corresponding text that the peer should agree to is contained within the consent property of a Consent, for example:

• “I hereby confirm that I have read and agree to the privacy terms of this cloud service.”
• “The provided EULA has been read and agreed to.”
• “Yes, I have backed up all of my data on this computer and you can wipe it.”
• “Yes, I want to opt-in to the newsletter.”

The consent property of a Consent is not intended to be used by an Identity to send a lot of text to the peer. Instead, it should contain a brief summary of the issue, which the peer should agree to. Longer texts should be placed on external websites. A link to such a website can be specified in the optional link property of the Consent. Also note that the Consent should not be used for contractual agreements.

Request for persistent consent

In the following, we describe how a Connector, hereinafter referred to as the Sender, can create a RelationshipAttribute with Consent as value.@type for a Relationship to another Connector, the so-called Recipient, by sending an appropriate Request.

The general procedure is the same if the Connector wants to obtain the persistent consent of an App user instead of another Connector. For reasons of clarity, this guide focuses on the process with two Connectors.

As there is already a Relationship between the Sender and the Recipient, the Sender can send the Request via a Message to the Recipient. Even if the Relationship has already been established, the Sender could also send the Request via a RelationshipTemplate to the Recipient, but this is not discussed further here.

Please note that if there is no active Relationship between the Sender and the Recipient, the Request for persistent consent must be sent via a RelationshipTemplate instead of a Message. The process of establishing a Relationship is then initiated at the same time.

Create the Request

As already indicated, the Request contains a CreateAttributeRequestItem within its items property. The RelationshipAttribute to be created must be inserted into the attribute property of the CreateAttributeRequestItem. The RelationshipAttribute should be owned by the Recipient, which is why an empty string is specified as the value for its owner property. The Recipient then automatically becomes the owner later on. To create the Request, the Sender must proceed as described in the Create outgoing Request use case, specifying a suitable payload as given in the example below. In this example, the confidentiality of the RelationshipAttribute is set to "private" and the value of the mustBeAccepted property of the CreateAttributeRequestItem is set to true. Please note that the <...> notation is used as a placeholder for the actual data as usual and that the link property of the Consent is optional and can therefore also be omitted.

{
  "content": {
    "@type": "Request",
    "items": [
      {
        "@type": "CreateAttributeRequestItem",
        "mustBeAccepted": true,
        "attribute": {
          "@type": "RelationshipAttribute",
          "key": "<key of RelationshipAttribute>",
          "owner": "",
          "confidentiality": "private",
          "value": {
            "@type": "Consent",
            "consent": "<issue that the Sender wants the Recipient to agree to>",
            "link": "<link to external website with more information on the issue>"
          }
        }
      }
    ]
  },
  "peer": "<Address of Recipient>"
}

Before creating the Request, the Sender should check whether it is valid. This can be done by proceeding as described in the documentation of the Check if outgoing Request can be created use case. The advantage of checking the validity of the Request first before attempting to create it is that the Sender will receive a more precise error description in the case of a faulty Request.

Send the Request

After the Request has been created, the Sender can send it to the Recipient. To send the Request via a Message, the Sender has to follow the instructions of the Send a Message to the Recipient use case documentation. To continue the example, the following payload must be used by the Sender to send the created Request to the Recipient via a Message. It is essential that the id of the Request is specified, which was generated after the Request was created by the Sender with the Create outgoing Request use case. This enables the Request to be processed correctly by the Recipient.

{
  "recipients": ["<Address of Recipient>"],
  "content": {
    "@type": "Request",
    "id": "<ID of Request>",
    "items": [
      {
        "@type": "CreateAttributeRequestItem",
        "mustBeAccepted": true,
        "attribute": {
          "@type": "RelationshipAttribute",
          "key": "<key of RelationshipAttribute>",
          "owner": "",
          "confidentiality": "private",
          "value": {
            "@type": "Consent",
            "consent": "<issue that the Sender wants the Recipient to agree to>",
            "link": "<link to external website with more information on the issue>"
          }
        }
      }
    ]
  }
}

Receive and accept the Request

In order to receive the Message that contains the Request for persistent consent as content, the Recipient must synchronize the updates of the Backbone. If the Recipient wants to accept the Request and in particular all its CreateAttributeRequestItems for which the value of the mustBeAccepted property is set to true, it must proceed as described in the documentation of the Accept incoming Request use case. In doing so, the AcceptRequestItemParameters must be used to accept a CreateAttributeRequestItem, which is used in this context to request the creation of a RelationshipAttribute with Consent as value.@type, if the Recipient persistently consents to the corresponding issue originating from the Sender.

If the Recipient does not want to agree to the issue that the Sender wants the Recipient to agree to, it can of course also reject the corresponding CreateAttributeRequestItem by using the RejectRequestItemParameters, as long as its value of the mustBeAccepted property is set to false, or reject the incoming Request as a whole.

Accepting the CreateAttributeRequestItem leads to the creation of the RelationshipAttribute with Consent as value.@type. Technically, this is stored as the content of a LocalAttribute. As the Recipient is the owner of the underlying RelationshipAttribute in the example studied, the LocalAttribute is also referred to as own shared RelationshipAttribute. Based on this, an appropriate AcceptResponseItem of type CreateAttributeAcceptResponseItem is generated, which incorporates the id of the created own shared RelationshipAttribute in its attributeId property. This will be contained within the items property of the Response to the Request for persistent consent that will be transferred to the Sender.

Receive the Response to the Request

We now assume that the Recipient has accepted the Request for persistent consent of the Sender and in particular the CreateAttributeRequestItem, whose value of the mustBeAccepted property is set to true and which is used in the example studied to request the creation of a RelationshipAttribute with Consent as value.@type. In order for the Sender to receive the Recipient’s Response to the Request, it needs to synchronize the updates of the Backbone.

Please note that the required synchronization of both Identities can also be automated by using the Sync Module.

The accepted CreateAttributeRequestItem leads to the creation of a LocalAttribute for the Sender, a so-called peer shared RelationshipAttribute. Its content is given by the attribute specified within the CreateAttributeRequestItem, in other words by the RelationshipAttribute with Consent as value.@type, which is owned by the Recipient. It represents the necessary counterpart to the Recipient’s own shared RelationshipAttribute.

What’s next?

If an Identity asks for a one-time consent instead of a persistent consent of one of its peers, the ConsentRequestItem can be used. It must be inserted into the items property of an appropriate Request. Processing the ConsentRequestItem does not lead to the creation of a RelationshipAttribute with Consent as value.@type. For more details, the documentation of the Request one-time consent of peer scenario can be consulted.