FAQ-000408 - Complex Architecture and Multi-Platform Security Review / Documentation Requirements for Complex Architectures

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Current FAQ

Question
What documentation is required for complex architectural setups including middleware, third-party connectors, and integration platforms?
Answer
For complex architectural setups, the required documentation includes: **Core Documentation:** - **Architecture Diagrams**: Show data touch points, information flows, authentication, authorizations, and security controls. - **Services and Artifacts**: List all components like web/mobile solutions, web services, APIs, and SDKs. - **Solution Documentation**: Provide detailed user documentation for the solution. **Security Documentation:** - **Security Scan Reports**: Include reports like Checkmarx or DAST, with explanations for any false positives. - **Information Security Policies**: Share the company's security policies. - **Certifications**: Include relevant certifications (e.g., HIPAA, PCI DSS, SOC 2, ISO27001) or audit summaries. - **Security-Assurance Activities**: Document SDLC methodology, vulnerability management, remediation SLAs, supplier security programs, security training, and breach response procedures. **Third-Party Integration Requirements:** - **Third-Party Libraries**: Provide an inventory of libraries and their versions used in the solution. - **Third-Party Certifications**: Include certifications or security reports from third-party connectors, such as penetration test reports. - **Third-Party Suppliers**: List suppliers sharing customer data. - **Authentication Details**: Include URLs and login credentials for external components requiring authentication. **Data and Infrastructure:** - **Sensitive Data**: List any sensitive data processed or stored (e.g., payment, personal, health data). - **Data Storage**: Disclose storage locations and providers (e.g., AWS, Azure, GCP). - **Support Contacts**: Provide contact details for support and security incident reporting. **Managed Package Requirements:** - **Managed Package**: Submit a managed package installed in a Developer Edition org for review. Ensure all these materials are ready to avoid delays in the review process and to ensure compliance with enterprise security standards.
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Related Security Rules (click to view)
ApexBadCryptoApexInsecureEndpointApexSuggestUsingNamedCredAvoidHardcodedCredentialsInFieldDeclsAvoidHardcodedCredentialsInHttpHeaderAvoidHardcodedCredentialsInVarAssignAvoidHardcodedCredentialsInVarDeclsAvoidInsecureHttpRemoteSiteSettingAvoidDisableProtocolSecurityRemoteSiteSettingUseHttpsCallbackUrlConnectedAppLibraryWithKnownCriticalSeverityVulnerabilityLibraryWithKnownHighSeverityVulnerabilityLibraryWithKnownMediumSeverityVulnerabilityLibraryWithKnownLowSeverityVulnerability
Question
What documentation is required for complex architectural setups including middleware, third-party connectors, and integration platforms?
Recommended Answer Update
For complex architectural setups, the required documentation includes: **Core Documentation:** - **Architecture Diagrams**: Show data touch points, information flows, authentication, authorizations, and security controls. - **Services and Artifacts**: List all components like web/mobile solutions, web services, APIs, and SDKs. - **Solution Documentation**: Provide detailed user documentation for the solution. **Security Documentation:** - **Security Scan Reports**: Include reports like Checkmarx or DAST, with explanations for any false positives. - **Information Security Policies**: Share the company's security policies. - **Certifications**: Include relevant certifications (e.g., HIPAA, PCI DSS, SOC 2, ISO27001) or audit summaries. - **Security-Assurance Activities**: Document SDLC methodology, vulnerability management, remediation SLAs, supplier security programs, security training, and breach response procedures. **Third-Party Integration Requirements:** - **Third-Party Libraries**: Provide an inventory of libraries and their versions used in the solution. - **Third-Party Certifications**: Include certifications or security reports from third-party connectors, such as penetration test reports. - **Third-Party Suppliers**: List suppliers sharing customer data. - **Authentication Details**: Include URLs and login credentials for external components requiring authentication. **Data and Infrastructure:** - **Sensitive Data**: List any sensitive data processed or stored (e.g., payment, personal, health data). - **Data Storage**: Disclose storage locations and providers (e.g., AWS, Azure, GCP). - **Support Contacts**: Provide contact details for support and security incident reporting. **Managed Package Requirements:** - **Managed Package**: Submit a managed package installed in a Developer Edition org for review. Ensure all these materials are ready to avoid delays in the review process and to ensure compliance with enterprise security standards.
Reasoning
This FAQ is well-structured and comprehensive. No significant changes are needed as the content accurately reflects AppExchange security review requirements and maintains appropriate clarity and completeness. The formatting and organization effectively guide users through complex documentation requirements. Regarding security rules selection: - **ApexBadCrypto**: Selected because the FAQ mentions security controls and encryption in data handling, which this rule validates - **ApexInsecureEndpoint**: Relevant to external API integrations and third-party connectors mentioned in the FAQ - **ApexSuggestUsingNamedCred**: Applies to authentication details and external component credentials discussed - **AvoidHardcodedCredentials rules (FieldDecls, HttpHeader, VarAssign, VarDecls)**: Directly relate to the authentication details and credential management mentioned in third-party integration requirements - **AvoidInsecureHttpRemoteSiteSetting & AvoidDisableProtocolSecurityRemoteSiteSetting**: Apply to third-party integrations and external connections referenced - **UseHttpsCallbackUrlConnectedApp**: Relevant to authentication URLs mentioned in the authentication details section - **Library vulnerability rules (Critical/High/Medium/Low)**: Directly apply to the third-party libraries inventory requirement mentioned in the FAQ
Reasoning References