Casebook Security

The Casebook Platform Security follows and implements best practices for securing SaaS Application on the Cloud. Casebook’s product, technology, and data decisions are based on first validating all security standards and approaches.

Casebook Platform has three tiers of Security:

Tier 1: Hosting with Cloud Hardening

Tier 2: SaaS Application including Secure Application Architecture

Tier 3: Applications’ Access based on Least Access Policy

Tier 1: Hosting with Cloud Hardening

First Security Tier provider SaaS Platform availability, scalability, and defense against cyber and DDoS attacks. Since Casebook Platform is Cloud-native architecture, self-healing microservices, auto-scaling configuration, and triple data redundancy are all inherent.

Casebook Platform hosting network topology provides Logical Access Control. This allows complete Database lockdown, giving no internal or external party direct database access. Additionally, four layers of hosting environment networking configuration provide open access only through the application gateway, while all other networking layers are accessible only from the internal services.

Tier 2: SaaS Application, including Secure Application Architecture

In 2013, Case Commons (now Casebook PBC) retained Epstein Becker & Green and Fidelis Technology Consulting Group, experts in security practices associated with protecting Protected Health Information (PHI) and Personally Identifiable Information (PII), to conduct an outside audit, vulnerability assessment and to provide feedback and analysis on the degree to which Casebook PBC had implemented appropriate practices and policies to meet the standards of HIPAA and HiTech. The external audit was completed in keeping with Casebook PBC’s commitment to meeting the highest security standards and protocols. The review included all aspects of our operations, from the physical plant to technology infrastructure to personnel policies & practices. The firm’s finding was that Casebook PBC had implemented very strong operational, management, and technical NIST controls and was largely compliant with the HIPAA Security Rule. The firms provided a handful of recommendations about policy changes that we have considered, including:

● Better document the chain of command and related procedures in the event of a
catastrophic event that disrupts operations (which is now part of the Casebook PBC
Disaster Recovery Plan and Protocol)

● Hold annual training on internal security practices around issues such as computer
security, password standards, and storing data (which is now provided to all employees
annually, complementing the training upon hiring which has always been conducted).
● Deployed on AWS, the Casebook platform benefits from the industrial-strength AWS
security infrastructure. AWS provides HIPAA compliance as well as PCI DSS
compliance out of the box, addressing all stated State security requirements, including
logging, data center security, encryption, antivirus, network security, access and identity
management and data handling.

Tier 3: Applications’ Access based on Least Access Policy

This Tier of Casebook Platform Security provides a fine-tuned identity management and
access control system along with powerful system-wide security features to keep all data
secure and accessible only to explicitly authorized individuals using the principle of least
privilege. The security features enable administrators to control which data and application
functionality a given user role can access. For example, a user group may have read-only
access to certain data elements but write access to others. Access can be controlled at
entity, record, or field level. The Casebook Platform comes with a set of predefined roles to
serve as a jumpstart for the Department with the ability to add additional roles and edit
others if desired. System-wide security features are of paramount importance and are at
the core of the system architecture. Some highlights of the Casebook security features
Security services
Our philosophy relies on multiple layers of security, starting with design and carrying
through the operations and management of the system as a whole. The security
services layer is responsible for application-level security.
Single sign-on via identity federation
Casebook can integrate with external identity providers, such as Active Directory,
Oracle LDAP and IBM RACF, via identity federation services using connectors. This
allows users to sign in to the platform using their enterprise credentials.
Authentication & Authorization
The platform uses standards-based authentication/ authorization using OAuth2.0 and
OpenID Connect. JWT tokens are used, which are based on open standard (RFC 7519)
that defines a compact and self-contained way for securely transmitting information
between parties as a JSON object. This information can be verified and trusted because
it is digitally signed using a secret (with the HMAC algorithm) or a public/private key
pair using RSA or ECDSA.
The Casebook platform uses JWT tokens to verify all communication with data services. In
authentication, when the user logs in, a JWT is generated which is passed by the client to
the application with each API request. By default, the expiration is set 6 hours from login
and refreshed on each successful interaction with a service.
Role-based security
Authorization and application rights are managed by a role-based authorization
framework. The Casebook platform currently supports ten different user roles, including
read-only users. Specifics of roles and capabilities can be customized during
Data protection
Within the platform, all data is encrypted in transit. The Casebook platform also
encrypts data at rest with limited usage of cache and CDN capabilities.