Security Policies

This page documents the security policies formally adopted by ISMS Copilot 2.0 as part of our Information Security Management System (ISMS). These policies support our compliance with ISO 27001, SOC 2, and ISO 42001 standards and reflect our commitment to responsible AI development and data protection.

Access Control Policy

We protect access to our systems and data through strict authentication and authorization controls.

Authentication & Authorization

• Multi-factor authentication (MFA) is mandatory for all users accessing critical services

• Access privileges are granted following the principle of least privilege

• Unique identified accounts are required for all production access, no shared credentials

• Employee access privileges are reviewed quarterly to ensure alignment with current roles

• Password managers are used by all team members to secure credentials and API keys

Session Management

• Session duration limits and re-authentication requirements are enforced

• Secure connections via TLS are required for all production access

• Database access is restricted to internal networks only

Access Lifecycle

• Access provisioning is checked for role fit before granting permissions

• Employee offboarding follows documented procedures with account disablement within 24 hours

• Emergency access is provided via break-glass accounts with mandatory logging and post-event review

Asset Management Policy

We maintain comprehensive inventory and protection of all company assets, from employee devices to proprietary knowledge bases.

Device Security

• Automatic screen lock is configured on all employee devices

• Encryption at rest protects sensitive data on team devices

• Software updates are maintained automatically to reduce vulnerability exposure

• Anti-malware software and configured firewalls protect against threats

• Mobile Device Management (MDM) enforces security policies across devices

• Supported operating systems only: devices must run OS/software with active vendor support

Data Handling

• Removable storage devices are prohibited for company data

• Secure erasure is required before any device is sold, transferred, or disposed

• Approved tasks only employee devices are restricted to authorized business use

• Secure physical locations are required when accessing company data remotely

Asset Inventory

• Asset tracking maintains systematic inventory of all company assets including proprietary knowledge bases and source code

• Annual reviews ensure inventory accuracy and relevance

• Secure disposal processes protect decommissioned assets from data leakage

AI System Resources

• AI lifecycle resources are identified and documented (LLM providers, RAG architecture components)

• Data resources for AI systems are documented (proprietary KB)

• Tooling resources are documented (Semgrep, Sentry)

• Computing resources are documented (Vercel, Supabase infrastructure)

Business Continuity, Backup & Recovery Policy

We maintain resilience through documented disaster recovery procedures and automated backup systems.

Disaster Recovery

• Disaster Recovery Plan (DRP) is maintained, approved by management, and updated annually

• Recovery objectives define RTO (Recovery Time Objectives) and RPO (Recovery Point Objectives) for all critical systems

• Annual testing validates disaster recovery procedures

• Annual reviews assess business continuity and redundancy strategies, especially after major changes like AI provider additions

Backup Requirements

• Continuous backups of production databases protect customer chat histories and uploaded files, point in time recovery activated

• 7-day retention minimum for backups

• Encryption for all backups at rest and in transit via Supabase encryption

• Restricted access to backup systems with comprehensive logging and monitoring

• Bi-annual restoration testing validates backup integrity and recovery procedures

• Annual failover validation for redundancy and multi-region recovery mechanisms

Data Management Policy

We handle data with strict controls aligned to GDPR and data protection best practices.

Data Lifecycle

• Data inventory classification system categorizes all data (Public, Internal, Confidential, Secret)

• Secure deletion upon formal request or after retention period expiration, supporting GDPR rights

• Data minimization—only data necessary for defined purposes is collected and retained

• Lawful processing grounds documented (consent, contract, legal obligation, legitimate interests)

• Records of processing activities document purposes, data categories, recipients, retention periods, and security measures

Encryption & Transport

• TLS 1.2 minimum (ideally 1.3) for all external HTTP services via Vercel

• HSTS headers on production web applications prevent protocol downgrade attacks

• AES-256 encryption at rest for all production databases via Supabase

AI Data Management

• Data acquisition logging tracks source details for proprietary knowledge base content

• Data provenance tracking throughout the AI lifecycle ensures traceability in our RAG architecture

• Version control and access logs manage data for AI system development

• Data quality checks against set criteria before use in AI systems

• Approved preparation methods standardize RAG processing for consistent compliance guidance

Data Protection Rights

• Data subject rights (access, deletion, correction) are fulfilled within legally required GDPR timelines

• Secure disposal for decommissioned assets storing sensitive data

• Backup protection—backups follow same encryption, retention, and access rules as production data

For comprehensive details on our data handling practices, see our Data Privacy & GDPR Compliance documentation.

Secure Development Policy

We build security into our development lifecycle from code commit through production deployment.

Source Code Protection

• Create a dedicated branch for any new development

• Protected default branches prevent force pushes to production code repositories

• Pull request requirements—no direct commits to protected branches

• Mandatory code review and approval before merge

• Standardized commit messages improve traceability and audit capability

Security Testing

• Automated tests execute for each commit and pull request before merge

• Secret scanning automatically detects exposed credentials via Semgrep

• Dependency vulnerability scanning on all third-party libraries via Semgrep SCA

• Container image scanning before deployment (when applicable)

• DAST (Dynamic Application Security Testing) on staging environments

• SAST (Static Application Security Testing) via Semgrep on all code changes

• Deployment blocking when critical or high-severity vulnerabilities are detected

• Annual penetration testing on production systems

Development Workflow

• Don't work on new features whill key bugs still affect users

• Feature-specific branches for isolated development and testing

• Staging environment mirrors production for pre-production testing

• Local testing required before committing to shared branches

• Documented SDLC (Software Development Lifecycle) guides development processes

• Issue tracking system for reporting and tracking product bugs

• Security scanning performs code review identifies security issues

• Unit and integration tests required for all critical business logic

Security Controls

• Security linters (ESLint) prevent insecure coding patterns in TypeScript

• Automated deployments follow repeatable, secure procedures via Vercel

• Continuous deployment pipelines for approved code changes

• VCS access follows least privilege with mandatory MFA

• Credential rotation procedures execute immediately upon detection of leaked credentials

• Secure vaults manage secrets in CI/CD and development environments

• Activity logging in Version Control Systems (GitHub audit logs)

Application Security

• CORS policies properly configured to restrict unauthorized access

• CSP headers (Content Security Policy) prevent XSS and injection attacks

• Cookie security—HttpOnly and Secure flags via Supabase Auth

• CSRF protection on all state-changing operations

• Certificate pinning for critical API connections

• Error message security—internal errors handled by Sentry, not exposed to users

• SQL injection protection via parameterized queries and ORMs in Supabase PostgreSQL

• XSS protection through input sanitization and output encoding

• Input validation for type, format, length, and range before processing

• Rate limiting on critical endpoints (authentication, AI queries)

• Webhook security via signature verification and authentication

Data Protection in Code

• No plaintext passwords—encryption at database row level

• Supported dependencies only—no outdated or unsupported libraries in production

• Externalized configuration—no hardcoded secrets in application code

• Version-controlled migrations for database schema changes

• No sensitive logging—credentials and PII never logged

• Memory-safe languages (TypeScript) preferred for new development

Licensing & Compliance

• Licensed software only—properly licensed, approved, and paid-for tools required

• No copyleft licenses (GPL v3) to protect proprietary code

• Automated license checking in CI/CD pipelines via Semgrep

• Change communication to internal stakeholders and external users for major updates

• Quality assurance processes for all production releases

Secure Infrastructure Policy

Our cloud-native infrastructure implements defense-in-depth with automated security controls.

Network Security

• Web Application Firewall (WAF) protection via Vercel for all internet-facing applications

• Encrypted protocols only (TLS, SSH) for all external connections

• Network segmentation isolates production, staging, and development environments in serverless architecture

• Firewall rules configured with least privilege (deny-by-default) via Vercel

• DDoS protection enabled for internet-facing resources via Vercel

• TLS 1.2 minimum for all encrypted communications

• Direct TLS preferred over STARTTLS for encrypted connections

• DNSSEC enabled for managed DNS zones to prevent DNS spoofing

• Email authentication (DKIM, SPF, DMARC) configured for outbound email domains

Infrastructure Management

• Infrastructure as Code (IaC) manages Vercel configurations for repeatability

• Centralized logging via Sentry for all infrastructure components

• Auto-scaling configured via Vercel to maintain availability during traffic spikes

• Automated alerting for security incidents and anomalous behavior via Semgrep and Sentry

• Database replication and automatic failover for critical databases via Supabase Enterprise

• Root account restrictions—IAM least privilege, root not used for day-to-day operations

• Audit trails enabled (Supabase logs) and monitored for compliance

• Architecture documentation maintained and reviewed annually

System Hardening

• Disk encryption enabled on all storage volumes at rest via Supabase

• Rootless containers where applicable to reduce privilege escalation risks

• Automated security patches in serverless environment

• Critical patches applied within 7 days, standard patches within 30 days

• Supported OS only receiving active security updates (ensured by Vercel serverless)

• LTS versions for production stability

• NTP synchronization for accurate log timestamps

• Quarterly credential rotation for infrastructure credentials (API keys, tokens)

Access & Authentication

• Secure vaults (cloud KMS) for cryptographic key storage

• Bastion hosts for administrative access to production infrastructure

• Least privilege access via IAM controls

• VPN/SSH/cloud-native secure access required for production infrastructure

• Service accounts with limited privileges for automated processes

• Automated certificate management via Vercel (Let's Encrypt)

• Certificate expiration monitoring with alerts at 30, 14, and 7 days before expiry

Compliance

• Data residency controls for EU customers (AWS Frankfurt) to comply with GDPR

Human Resource Security Policy

We ensure security awareness and accountability across our team throughout the employee lifecycle.

Organizational Structure

• Organizational chart visualizes company structure, updated quarterly

• Documented roles and responsibilities clearly defined (RACI model for small team)

• Job descriptions document security-related requirements for recruitment

Hiring & Onboarding

• Documented recruitment procedures ensure vetted hires and reduce insider risks

• Employment contracts include NDA and confidentiality clauses to protect IP

• Security onboarding includes MFA setup and security policy training

• Security awareness training completed by all employees

Ongoing Management

• Annual performance evaluations support skill development and security awareness

• Policy enforcement—employees who violate security policies face documented sanctions

• Incident reporting via ticket system or support email for security concerns

Offboarding

• Documented offboarding procedures ensure account disablement and access revocation (critical for super admin roles)

AI-Specific Competencies

• AI personnel competencies determined and ensured through training or hiring

• AI resources documentation tracks team skills and contributions

• AI policy awareness—personnel understand their role in responsible AI development

Operations Security Policy

We maintain operational security through monitoring, incident response, and continuous improvement.

Infrastructure Operations

• Network architecture diagram maintained and updated annually

• Infrastructure change logging for audit trails and change management

• NTP synchronization daily for accurate log timestamps

• Quarterly server OS updates via serverless automation

• Centralized log aggregation via Sentry

• 30-day log retention for application production logs

Threat Management

• WAF protection for production applications (Vercel equivalent)

• Annual penetration testing of production environment

• Active threat monitoring for cloud infrastructure via Semgrep and Sentry

• Real-time monitoring via Sentry for proactive response

• Automated alerting for security incidents

Incident Response

• Formal incident response plan for critical and security issues

• Slack alerts for immediate production outage notification

• Incident review history maintained in centralized repository for lessons learned

• Security event sharing with relevant parties for transparency

• NIS2 compliance: significant cybersecurity incidents reported to authorities (early warning within 24 hours, incident notification without undue delay, final report within one month)

Email Security

• SPF, DKIM, DMARC protocols secure email servers

• Security filters for spam and malware protection

Communication & Transparency

• Self-service portal provides product documentation to users

• Public website clearly describes features and benefits

• Security reporting email for coordinated vulnerability disclosure

• Trust Center details security practices and compliance certifications

• Public status page communicates service status and incidents (planned)

Risk Mitigation

• Cyber insurance coverage protects business operations from financial impact of security incidents

AI Operations

• AI system monitoring for performance and errors, with remediation through retraining, code fixes, or updates

• AI event logging at key lifecycle phases with comprehensive record keeping

Physical Security Policy

We protect physical assets and infrastructure through appropriate security controls.

• Data center security relies on certified providers (Supabase/Vercel with ISO 27001, SOC 2 Type II certifications)

• Threat mitigation for physical locations (fire extinguishers, etc.) as part of risk assessment

• Physical security measures implemented for any physical assets

• Office access control via badge or key system (if applicable)

• Visitor registration in digital system for office access tracking

Risk Management Policy

We systematically identify, assess, and treat risks to our information security and AI systems.

General Risk Management

• Annual risk assessments or as needed identify and evaluate security threats

• DPIA (Data Protection Impact Assessments) for high-risk personal data processing activities

AI Risk Management

• Annual AI risk identification for the AI management system

• AI system risk assessment using likelihood and impact scoring

• Risk treatment by applying controls, accepting, transferring, or avoiding risks

• Impact assessments on individuals and societies with documented results for risk reviews

• Planned intervals or change-triggered assessments with documented results

• Risk treatment plans implemented, verified, and updated with documentation

Third-Party Policy

We assess and manage security risks from third-party vendors and service providers.

• Annual vendor assessments for third-party suppliers like OpenAI and ConvertAPI

• AI lifecycle responsibilities allocated among organization, partners, suppliers, customers, and third parties

• Supplier review for AI alignment before using services, products, or materials

• Customer needs integration into responsible AI approach

• Supply chain cybersecurity risk assessment including security dependencies and mitigation measures

AI Management Policy

We govern our AI systems through a comprehensive management framework aligned to ISO 42001.

AI Management System

• External and internal issues relevant to AI systems determined and documented

• Interested parties identified along with their requirements

• Boundaries and applicability of AI management system defined

• Continual improvement of AI management system

• Top management commitment demonstrated (CEO-led "practice what we preach" approach)

AI Policy Framework

• Documented AI policy providing framework for objectives and improvement

• Policy alignment with other organizational policies

• Planned interval reviews of AI policy

• Measurable AI objectives consistent with policy, monitored and updated (e.g., hallucination reduction metrics)

AI System Changes

• Planned changes to AI management system executed systematically (e.g., adding new AI providers)

• Resource allocation for AI management system determined and provided

• Communication framework for internal and external AI system communications (includes Trust Center)

• Document protection for AI management system information

AI Process Management

• Requirement-based processes planned, implemented, and controlled

• Performance monitoring and evaluation with evidence retention

• Internal audits at planned intervals

• Management reviews for AI management system suitability

• Corrective actions for nonconformities with documentation

AI Impact Assessment Policy

We evaluate the potential consequences of our AI systems on individuals and society.

• Annual impact assessments of AI system consequences on individuals and societies

• Documented results retained for compliance and audit purposes

• Individual/group impact evaluation considering user privacy and potential biases

• Societal impact assessment aligned with EU AI Act and broader ethical considerations

AI System Life Cycle Policy

We manage AI systems responsibly from design through deployment and operation.

Development Objectives

• Responsible AI objectives identified, documented, and integrated into RAG development

• Responsibility guidelines followed in design and development to reduce hallucinations

Design & Development

• Requirements specification for AI systems documented

• Design documentation based on objectives and requirements

• Verification and validation through regression testing before deployment

• Requirements-based deployment—systems deployed only after requirements are met

• Technical documentation provided to relevant parties (team and users)

Use & Information

• User information determined and provided (user guides explaining limitations)

• Adverse impact reporting capabilities provided for user feedback

• Email notifications for AI incidents to build trust

• Reporting obligations to interested parties determined and documented

• Responsible use guidelines followed for AI systems

• Usage objectives for responsible AI identified and documented

• Intended purpose monitoring ensures compliance-focused usage

Policy Updates & Reviews

These policies are reviewed and updated regularly to maintain alignment with our evolving security posture, compliance requirements, and operational practices. Material changes are communicated to stakeholders through appropriate channels.

Related Resources

• Security & Data Protection Overview - Implementation details of our security controls

• Data Privacy & GDPR Compliance - How we handle personal data and GDPR rights

• Privacy Policy - Our legal privacy commitments