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Security Overview

This document provides a comprehensive overview of ConnectSoft's security-first approach, covering security vision, scope, key principles, and security artifacts. It is written for security teams, architects, compliance officers, and anyone evaluating or implementing security practices across ConnectSoft's ecosystem.

ConnectSoft maintains a security-first, privacy-by-design, zero-trust architecture across all products, built on Clean Architecture, Domain-Driven Design, event-driven, and observability-first principles. Security is not an afterthought—it's embedded in every layer of the architecture.

Important

Security-First Architecture: Security is built into ConnectSoft's architecture from the ground up. Every platform, service, and SaaS product follows security-by-default principles, with defense-in-depth, zero-trust networking, and tenant isolation as first-class concerns.

Security Vision

Security-by-Default, Privacy-by-Design

ConnectSoft's security vision is built on four foundational pillars:

Security-by-Default:

  • All services are secure by default—security controls are enabled out of the box
  • No opt-in security features—security is the baseline, not an add-on
  • Secure-by-default templates ensure Factory-generated services inherit security best practices

Privacy-by-Design:

  • Data protection and privacy considerations are built into system design
  • Data minimization principles—collect and process only necessary data
  • User consent and data subject rights are supported by design

Zero-Trust:

  • No implicit trust based on network location or service identity alone
  • Every request is authenticated and authorized
  • Service-to-service communication requires explicit authentication and authorization
  • Network boundaries are not security boundaries

Multi-Tenant-Safe:

  • Tenant isolation is a design-time concern, not an afterthought
  • Complete data separation between tenants
  • Tenant-scoped access control and resource isolation
  • Audit trails that maintain tenant context

Architectural Foundations

ConnectSoft's security vision is grounded in its architectural principles:

Clean Architecture:

  • Security boundaries align with architectural boundaries
  • Dependency inversion enables security testing and validation
  • Clear separation of concerns enables security controls at appropriate layers

Domain-Driven Design (DDD):

  • Security policies are domain concepts, not infrastructure concerns
  • Bounded contexts define security boundaries
  • Aggregate roots enforce security invariants

Event-Driven Architecture:

  • Security events are first-class domain events
  • Audit trails are naturally event-sourced
  • Security policies can be enforced through event handlers

Observability-First:

  • Security monitoring and alerting are built-in
  • Distributed tracing enables security incident investigation
  • Metrics and logs provide security visibility

See: Clean Architecture & DDD for architectural principles.

See: Event-Driven Mindset for event-driven patterns.

See: Observability-Driven Design for observability principles.

Scope

Core Platform Services

Security applies across all core platform services:

Identity & Access Platform:

  • Authentication and authorization services
  • Token management and validation
  • Multi-factor authentication (MFA)
  • External identity provider federation

Config Platform:

  • Configuration management with access control
  • Feature flags and tenant-specific settings
  • Secure configuration storage

Audit Platform:

  • Security event logging and querying
  • Audit trail integrity and retention
  • Compliance reporting

Documents Platform:

  • Document storage with encryption
  • Access control and tenant isolation
  • Document classification and retention

Billing & Subscription Platform:

  • Payment data protection
  • Subscription and usage tracking security
  • Invoice and billing data protection

Integration Platform:

  • Webhook security and validation
  • Connector credential management
  • External API integration security

AI Gateway:

  • AI model access control
  • Prompt and response security
  • Token usage and cost controls

See: Product Portfolio - Platforms for platform details.

AI Factory & Agents

Security in the AI Factory and agent execution:

Factory Execution:

  • Factory run security and isolation
  • Agent execution security boundaries
  • Code generation security validation

Agent System:

  • Agent authentication and authorization
  • Tool access control and scoping
  • Prompt injection prevention
  • Cross-tenant data isolation

Knowledge & Memory:

  • Knowledge base access control
  • Vector store security and isolation
  • Pattern storage and retrieval security

See: Factory Overview for Factory architecture.

See: Threat Models for AI-specific threat analysis.

SaaS Products

Security across all SaaS products:

connectsoft.io:

  • Marketing automation security
  • CRM data protection
  • Multi-tenant isolation

connectsoft.me:

  • Personal agents platform security
  • User data protection
  • Agent execution security

Vertical Suites:

  • Insurance Suite (PHI protection, compliance)
  • AdTech Suite (data privacy, consent management)
  • HR/PeopleOps Suite (employee data protection)

See: SaaS Products for SaaS product details.

Internal Tools & Operations

Security for internal systems:

CI/CD:

  • Pipeline security and access control
  • Secret management in pipelines
  • Build artifact security

Monitoring & Logging:

  • Observability stack security
  • Log data protection and redaction
  • Metrics and trace data security

Operations:

  • Operational access control
  • Break-glass procedures
  • Incident response security

See: Operations Overview for operations details.

Key Principles

Defense in Depth

Multiple layers of security controls provide overlapping protection:

  • Perimeter Security - Network firewalls, DDoS protection, rate limiting
  • Transport Security - TLS/HTTPS, certificate validation, HSTS
  • Application Security - Authentication, authorization, input validation, output encoding
  • Data Security - Encryption at rest and in transit, secret management, data redaction
  • Infrastructure Security - Managed identities, network isolation, access controls

No single layer is relied upon—multiple layers provide redundancy and resilience.

See: Patterns Cookbook for implementation patterns.

Zero-Trust Networking

Zero-trust principles apply to all service communication:

  • No Implicit Trust - Network location does not grant access
  • Explicit Authentication - Every request requires authentication
  • Explicit Authorization - Every request requires authorization
  • Service Identities - Services authenticate using managed identities or certificates
  • Short-Lived Tokens - Service-to-service tokens have limited lifetimes
  • Scope-Based Access - Tokens are scoped to specific resources and operations

See: Patterns Cookbook for zero-trust implementation patterns.

Principle of Least Privilege

Access is granted on a need-to-know, need-to-do basis:

  • Role-Based Access Control (RBAC) - Roles define minimum necessary permissions
  • Scope-Based Authorization - Tokens and credentials are scoped to specific resources
  • Regular Access Reviews - Access is reviewed and revoked when no longer needed
  • Break-Glass Procedures - Elevated access is temporary, audited, and time-limited

See: Compliance Blueprints for access review procedures.

Tenant Isolation as a First-Class Concern

Tenant isolation is designed into the architecture, not added later:

  • Data Isolation - Tenant data is physically or logically separated
  • Access Isolation - Tenant-scoped access control prevents cross-tenant access
  • Resource Isolation - Tenant resources are isolated at infrastructure level
  • Audit Isolation - Audit trails maintain tenant context and separation

See: Patterns Cookbook for tenant isolation patterns.

See: Threat Models for tenant isolation threat analysis.

Compliance-by-Design

Architecture and processes are designed to support compliance requirements:

  • SOC2-Ready - Security, availability, confidentiality controls built-in
  • GDPR-Ready - Data subject rights, data processing records, data residency support
  • HIPAA-Ready - PHI protection, minimum necessary access, audit requirements

See: Compliance Blueprints for compliance mapping.

See: Security & Compliance Policy for compliance policy.

Security Artefacts

Threat Models

Platform-level threat modeling using STRIDE methodology:

  • STRIDE Analysis - Systematic threat analysis across all platforms
  • AI-Specific Threats - Prompt injection, data exfiltration, model misuse, jailbreaks
  • Platform Threat Models - Identity & Auth, Billing, Documents, Integrations, AI Agents

See: Threat Models for detailed threat analysis.

Security Patterns Cookbook

Implementation patterns for recurring security concerns:

  • Tenant Isolation Patterns - Per-tenant DB, shared DB + RLS, hybrid approaches
  • Secrets Management - Key Vault usage, per-tenant credentials, rotation
  • Zero-Trust Between Services - Service identities, short-lived tokens, API Gateway
  • Input Validation & Output Encoding - API validation, sanitization, safe logging
  • Secure-by-Default Templates - Security building blocks in templates

See: Patterns Cookbook for implementation patterns.

Compliance Blueprints

Compliance-by-design architecture and processes:

  • Data Classification - Classification tiers and handling requirements
  • Retention & Legal Hold - Retention policies and legal hold procedures
  • Access Review & Least Privilege - RBAC, periodic reviews, break-glass
  • Mapping to Standards - SOC2, GDPR, HIPAA control mapping

See: Compliance Blueprints for compliance details.

Governance Documentation

High-level security policy and posture:

  • Security & Compliance Policy - Baseline security posture and expectations
  • Data Residency Policy - Data location and residency requirements
  • Support & SLA Policy - Security incident response and SLAs

See: Security & Compliance Policy for governance policy.

Security Documentation

Governance

Architecture

Operations