BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1080
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          Date of Hearing:   May 9, 2011

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                                   Mike Eng, Chair
                    AB 1080 (Calderon) - As Amended:  May 4, 2011
           
          SUBJECT  :   Internet transactions: verification: banking and 
          financial services.  

           SUMMARY  :   Requires businesses that provide banking and other 
          financial services to post specified information on their 
          Internet Web site.  Specifically,  this bill  :  

          1)Provides that a business that provides banking and other 
            financial services and  allows for the movement of funds under 
            the ownership and control of a person or business over the 
            internet to collect and report, on an annual basis, the 
            following information:

             a)   The number of instances in which an unauthorized 
               transfer of funds occurred over the internet; and, 

             b)   The total sum of unauthorized funds transferred over the 
               Internet. 

          2)Specifies the collection of the statistics is limited to 
            customers affected in California. 

          3)Requires the bank or financial institution to post the report 
            on their Internet Web site.  

          EXSITING FEDERAL LAW


           1)Establishes Regulation E, the Electronic Fund Transfer Act to 
            establish the basic rights, liabilities, and responsibilities 
            of consumers who use electronic fund transfer services and of 
            financial institutions that offer these services. The primary 
            objective of the act and this part is the protection of 
            individual consumers engaging in electronic fund transfers. 
            (12 C.F.R. � 205.1)

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








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            e.g. 31 CFR Section 103.121, implementing section 326 of the 
            USA PATRIOT Act, 31 USC Section 5318(l).)

          3)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.  (See Interagency Guidelines 
            Establishing Information Security Standards, implementing 
            section 501(b) of the Gramm-Leach-Bliley Act, 15 USC 6801.)  
           
           EXISTING STATE LAW  

          1)Requires any agency, person, or business that owns or licenses 
            computerized data that includes personal information to 
            disclose a breach of the security of the system to any 
            California resident whose unencrypted personal information 
            was, or is reasonably believed to have been, acquired by an 
            unauthorized person.  The disclosure must be made in the most 
            expedient time possible and without unreasonable delay, 
            consistent with the legitimate needs of law enforcement, as 
            specified.  (Civil Code Section 1798.82(a) and (c))

          2)Requires any agency, person, or business that maintains 
            computerized data that includes personal information that the 
            agency, person, or business does not own to notify the owner 
            or licensee of the information of any breach of the security 
            of the data immediately following discovery if the personal 
            information was, or is reasonably believed to have been, 
            acquired by an unauthorized person.  (Civil Code Section 
            1798.82(b))

          3)Defines "breach of the security of the system" as an 
            unauthorized acquisition of computerized data that compromises 
            the security, confidentiality, or integrity of personal 
            information maintained by the person or business. (Civil Code 
            Section, 1798.82 (d))

          4) Requires an agency, person, or business to provide breach 
            notification using either written notice, electronic notice, 
            or substitute notice.  An entity may use substitute notice 
            when it demonstrates that the cost of providing notice would 
            exceed $250,000, or that the affected class of persons to be 
            notified exceeds 500,000, or if the entity does not have 








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            sufficient contact information.  Substitute notice must 
            consist of: (a) email notice when the entity has an email 
            address for the affected individuals; (b) conspicuous posting 
            of the notice on the entity's Web site; and (c) notification 
            to major statewide media. (Civil Code Section 1798.82(g).)

          5)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.  (Business & 
            Professions Code Section 22575.)

          6)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 (1) devise or 
            execute a scheme to fraud or extort, or (2) wrongfully control 
            or obtain money, property, or data.  (Penal Code Section 502.)

          7)Makes it unlawful to willfully use someone else's personal 
            identifying information for an unlawful purpose, including 
            obtaining or attempting to obtain credit, goods, services, or 
            medical information in the name of the other person without 
            that person's consent.  (Penal Code Section 530.5.)

           FISCAL EFFECT  :   None. 

           COMMENTS  :   

          This measure attempts to bring more awareness to the issue of 
          cyber-attacks and the amount of money taken from consumers 
          through the fraudulent transfer of funds.  

          Under existing law, a person, business, or state agency that 
          keeps, maintains, or leases computerized data that contains 
          personal information must notify anyone whose personal 
          information is compromised as a result of a data breach.  The 
          law permits the person, business, or state agency to use 
          "substitute notice" if the number of persons affected would make 
          personal notice prohibitively expensive or impractical, or if 
          the affected person's contact information is not available.  
          Existing law does not require banks or financial institutions to 
          post specific data required in this measure on their Internet 
          Web site.  Most, if not all of the businesses that fall under 








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          this measure already have an area on their website where 
          consumers can go to report and find out more information on 
          fraud.  The statistics requested under this measure would let 
          consumers know how many times an unauthorized transfer of funds 
          occurred at that business and the amount of money transferred 
          unauthorized.  

          This measure would encompass insurance companies, credit card 
          companies, banks, credit unions, community banks, commercial 
          banks, payday lenders, consumer finance companies, investment 
          funds, and stock brokerages.  A number of these institutions are 
          nationwide, considering the measure only applies to California 
          residents, an institution would be required to conspicuously 
          post on their website information based on those California 
          residents who have had unauthorized transfer of funds.  

          The safety of consumer's personal information has come under 
          recent scrutiny because of the hacking of Sony Playstation 
          Network.  Approximately 100 million accounts worldwide may have 
          been compromised through this data breach.  Sony is being 
          scrutinized for the lack of prompt notification which is getting 
          the attention of the federal government.  Sony realized on April 
          19, 2011 that their system had a data breach but did not email 
          consumers who may have been affected until April 26, 2011. Sony 
          has stated it will cover the cost of reissuing new credit cards 
          if affected users choose to do so and they will also pay for 
          credit card insurance programs on a region and case by case 
          basis.  It seems lawmakers in Washington D.C. may press for 
          legislation that will require more timely and complete 
          notification when such intrusions occur.  AB 1080 would not 
          apply to this incident since Sony is not considered a business 
          that provides banking or other financial services.  

          CONCERNS:

          While the Author has good intentions with this measure, 
          requiring businesses to post the specified data on the Internet 
          in a conspicuous manner may actually provide more harm than 
          help.  This information could actually be used as a tool for 
          hackers.  In reality, hackers could visit the Internet Websites 
          of all the institutions required to do this and compare and view 
          which financial institutions have the weakest security 
          infrastructure.  This may put these businesses at more risk than 
          is necessary.  Existing law already provides that a consumer is 








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          made aware of a breach through notification; SB 24 is currently 
          moving through the legislative process which would expand on 
          what is included in the notification, discussed below. 

          RELATED LEGISLATION:

          SB 24 (Simitian, 2011 Legislative Session) This bill amends 
          California's security breach notification law to provide that 
          any agency, person, or business required to issue a notification 
          under existing law must meet additional requirements regarding 
          that notification.  This bill requires that security breach 
          notifications be written in plain language and contain certain 
          specified information, including, among other things, contact 
          information regarding the breach, the types  of information 
          breached, and, if possible to determine, the  date, estimated 
          date, or date range of the breach.  This bill provides that a 
          security breach notification may also include other specified 
          information, at the discretion of the entity issuing the 
          notification.  This bill requires that, any agency, person, or 
          business that must provide a security breach notification under 
          existing law to more than 500 California residents as a result 
          of a single breach would be required to submit the notification 
          electronically to the Attorney General.  Pending in Assembly 
          Judiciary.  

          PREVIOUS LEGISLATION: 

          AB 230 (Calderon, 2010 Legislative Session) would require 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.  The bill would 
          authorize the imposition of a civil-penalty and a civil action.  
          Withdrawn from Senate Judiciary without further action. 

          SB 1166 (Simitian, 2010 Legislative Session), would have amended 
          California's security breach notification law to provide that 
          any agency, person, or business required to issue a notification 
          under existing law must meet additional requirements regarding 
          that notification.  This bill would have required that security 
          breach notifications be written in plain  language and contain 
          certain specified information, including  contact information 
          regarding the breach, the types of information breached, and the 
          date, estimated date, or date  range of the breach.  This bill 








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          would provide that a security breach notification may also 
          include other specified information, at the discretion of the 
          entity issuing the notification. This bill was vetoed. 

          SB 20 (Simitian, 2009 Legislative Session) would have required 
          that breach notifications be written in plain language and 
          contain specified information. This bill was vetoed. 

          SB 364 (Simitian, 2008 Legislative Session) would have 
          established additional notification requirements following a 
          security breach of a computerized data system.  The bill was 
          vetoed.
           
          AB 1656 (Jones, 2008 Legislative Session)  This bill would have 
          prohibited specified entities that sell goods or services from 
          storing or failing to limit access to payment related 
          information unless a specified exception applies. The bill was 
          vetoed.

          AB 1677(Calderon, 2007 Legislative Session) would require 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, and would require that 
          these policies and-procedures be consistent with current best 
          industry practices. It would allow penalties to be imposed on 
          businesses that fail to meet this requirement.  Moved t o 
          inactive. 

          SB 1386 (Peace, Chapter 915 of 2002 Legislative Session) 
          requires state agencies and businesses that own or license 
          computerized data that includes personal information to 
          disclose, as specified, any breach of security of the systems, 
          as defined, to any California resident whose unencrypted 
          personal information was, or may have been, acquired by an 
          unauthorized person.  It authorizes any customer injured by a 
          failure to report to sue such entity 

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on file. 









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           Opposition 
           
          April 25, 2011 Version of Bill

          American Express
          California Bankers Association
          California Chamber of Commerce
          California Credit Union League
          California Financial Services Association
          California Independent Bankers
          California Mortgage Bankers Association
          California Retailers Association
          National Business Coalition
          State Farm
           
          Analysis Prepared by  :    Kathleen O'Malley / B. & F. / (916) 
          319-3081