BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1677
                                                                  Page  1


          CORRECTED - MAY 22, 2007
          
          ASSEMBLY THIRD READING
          AB 1677 (Charles Calderon)
          As Amended May 15, 2007
          Majority vote 

           JUDICIARY           7-3                                         
           
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          |Ayes:|Jones, Evans, Feuer,      |     |                          |
          |     |Krekorian, Laird, Levine, |     |                          |
          |     |Lieber                    |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Tran, Adams, Keene        |     |                          |
          |     |                          |     |                          |
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           SUMMARY  :  Requires a business that provides banking and other  
          financial services over the Internet to implement policies and  
          procedures for authenticating the legitimacy of Internet  
          transactions.  Specifically,  this bill  :  

          1)Requires a business that provides banking or other financial  
            services over the Internet to implement and maintain  
            reasonable policies and procedures for authenticating and  
            verifying the legitimacy of a consumer transaction over the  
            Internet.  Specifies that, at a minimum, polices and  
            procedures must be consistent with best industry practices,  
            including, but not limited to, those recommended by the  
            Federal Financial Institutions Examination Council or the  
            relevant Recommended Practices of the California Office of  
            Privacy Protection. 

          2)Provides that a business that fails to conduct an Internet  
            transaction with a consumer in compliance with its required  
            policies and procedures may be subject to a civil penalty in  
            the amount of $3,000.  

          3)Provides that any customer injured by a violation of this bill  
            may institute a civil action to recover damages. 

           EXISTING LAW  : 









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          1)Makes it unlawful to knowingly access and, without permission,  
            alter, damage, delete, destroy, or otherwise use any data,  
            computer, computer system, or compute network to:  a) devise  
            or execute a scheme to fraud or extort; or b) wrongfully  
            control or obtain money, property, or data.  

          2)Makes it unlawful to willfully use someone else's personal  
            identifying information for an unlawful purpose, including to  
            obtain or attempt to obtain credit, goods, services, or  
            medical information in the name of the other person without  
            that person's consent.  

          3)Requires a business that owns or licenses personal information  
            about a California resident to implement and maintain  
            reasonable security procedures and practices in order to  
            protect the personal information from unauthorized access,  
            use, modification, or disclosure.  

          4)Requires commercial Web site operators and online services  
            that collect personally identifiable information about  
            California residents to conspicuously post their privacy  
            policy on their Web site, or in the case of an online service,  
            to make that policy available to the public.  

          5)Requires banks, savings associations, and credit unions to  
            verify the identity of customers opening new accounts.  

          6)Requires banks and savings associations to safeguard the  
            information of persons who obtain or have obtained a financial  
            product or service to be used primarily for personal, family,  
            or household purposes, with whom the institution has a  
            continuing relationship.  

           FISCAL EFFECT  :  None

           COMMENTS  :  According to the author, this bill will impose  
          penalties and liability on businesses that provide banking and  
          financial services on the Internet if they fail to take  
          reasonable steps to prevent criminal activity, "particularly in  
          high value Internet [financial] transactions."  This bill is  
          roughly modeled after existing state laws that require  
          businesses to implement reasonable security procedures to  
          safeguard their customer's personal information.  Similarly,  
          this bill would require a business that provides on-line banking  








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          or financial services to implement policies and procedures to  
          verify the legitimacy of certain consumer transaction on the  
          Internet.  In addition, this bill would provide that a civil  
          penalty of $3,000 may be imposed on a business that fails to  
          conduct an Internet transaction in compliance with its  
          verification policies.  Finally, this bill also states that any  
          customer injured by a fraudulent transaction, where the business  
          had failed to act in compliance with its policy, could bring a  
          civil action to recover damages.  

          This bill, as amended, seeks to ensure that policies and  
          procedures will be consistent with best industry practices,  
          including but not limited to those practices recommended by the  
          Federal Financial Institutions Examination Council (FFIEC) or  
          the Recommended Practices of the California Office of Privacy  
          Protection.  FFIEC is an inter-agency council made up of members  
          from the Federal Reserve Board, the Federal Deposit (FDIC),  
          National Credit Union Administration (NCUA), and the Office of  
          the Comptroller.  The FFEIC guidelines recommend a variety of  
          customer verification techniques, including passwords, security  
          questions, smart cards, biometrics, and "out-of-band"  
          authentication (i.e. verification through some means other than  
          an Internet transmission, such as a follow-up phone call).  

          It is important to note that the bill does not appear to impose  
          very stringent requirements on a business that provides Internet  
          banking or financial services.  It requires businesses to  
          implement their own policies and procedures, offering rough  
          guidelines, but does not specify what those policies and  
          procedures must be.  On the other hand, this lack of specificity  
          is not unprecedented.  Civil Code Section 1798.81.5 similarly  
          requires certain businesses to implement and maintain reasonable  
          security procedures and practices in order to protect any  
          personal information contained in customer records.  Like this  
          bill, it imposes a civil penalty if the business fails to comply  
          with those procedures.  This bill tracks that statute and  
          applies it to authentication of Internet consumer transactions. 

          The bill is opposed by a number of business, banking, insurance,  
          and Internet business associations.  Opponents, who wrote in  
          opposition to a "safe harbor" provision that has since been  
          deleted from this bill, continue to oppose certain features of  
          the bill.  In particular, they "question whether civil penalties  
          are appropriate when the bill lacks any recognition of the  








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          obligation for consumers to protect sensitive information in  
          their own possession," and that the bill therefore "fails to  
          recognize the shared responsibility of the consumer in  
          conducting online financial transaction."  Second, during the  
          Committee hearings, a witness questioned the wisdom of linking  
          policies and procedures to guidelines recommended by FFIEC or  
          the California Office of Privacy Protection.  However, it should  
          be noted that the bill does not require a business to adopt  
          these particular recommendations, but only references them as  
          examples of what might constitute best industry practices. 


           Analysis Prepared by  :    Thomas Clark / JUD. / (916) 319-2334 


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