1. Purpose
The purpose of this Information Security Policy is to establish standards and responsibilities for protecting the confidentiality, integrity, and availability of company information systems, customer data, and business assets.
This policy applies to all employees, contractors, systems, applications, and third-party services used by the company.
2. Scope
This policy covers:
- Customer and user data
- Company intellectual property
- Application infrastructure
- Third-party services and integrations
- Internal systems and access credentials
This policy applies to all production, staging, and development environments.
3. Roles & Responsibilities
Information Security Officer (ISO)
The Information Security Officer is responsible for:
- Overseeing the company's information security program
- Ensuring appropriate safeguards are implemented
- Reviewing vendor security practices
- Managing incident response and reporting
- Maintaining and updating security policies
Employees & Contractors
All personnel are responsible for:
- Protecting company and customer data
- Following access control and authentication requirements
- Reporting suspected security incidents immediately
4. Data Classification
Company data is classified into the following categories:
- Confidential: Customer data, authentication credentials, financial data, API keys
- Internal: Internal documentation, operational data
- Public: Marketing materials and publicly released information
Confidential data must be protected with appropriate technical and organizational controls.
5. Access Control
- Access to systems and data is granted on a least-privilege basis
- Role-based access control (RBAC) is enforced where supported
- Administrative access is restricted to authorized personnel only
- Multi-factor authentication (MFA) is required for privileged access where available
- Access is reviewed periodically and revoked upon role change or termination
6. Authentication & Credential Management
- Strong passwords are required for all systems
- Passwords and secrets are never stored in plaintext
- API keys and service credentials are stored securely and rotated periodically
- Production credentials are restricted from client-side exposure
7. Data Protection & Encryption
- Data is encrypted in transit using TLS
- Sensitive data is encrypted at rest where supported by infrastructure providers
- Third-party platforms (e.g., Supabase, Stripe, Plaid) are relied upon for secure data storage and processing according to their published security standards
8. Application Security
- Secure development practices are followed
- Dependencies are kept reasonably up to date
- Production systems are separated from development and testing environments
- Changes to production systems follow controlled deployment processes
9. Third-Party & Vendor Security
The company uses reputable third-party service providers for infrastructure and functionality, including but not limited to:
- Cloud hosting and databases
- Payment processing
- Banking integrations
- AI services
Vendors are selected based on security posture, industry reputation, and compliance commitments. Vendor access is limited to the minimum required.
10. AI & Data Processing
- AI functionality is provided through trusted third-party providers
- User inputs are processed solely for providing application functionality
- The company does not sell user data
- AI usage is disclosed to users and governed by the company's Privacy Policy
11. Logging & Monitoring
- System activity is logged where supported
- Errors and security-relevant events are monitored
- Logs are protected from unauthorized access
12. Incident Response
In the event of a suspected security incident:
- The issue is promptly investigated
- Impacted systems may be isolated
- Affected users or partners are notified when legally or contractually required
- Remediation steps are taken to prevent recurrence
All incidents are documented and reviewed.
13. Data Retention & Deletion
- Data is retained only as long as necessary for business or legal purposes
- Users may request account and data deletion
- Account deletion requests are processed through internal workflows
14. Business Continuity & Availability
- Cloud infrastructure is designed for reasonable availability
- Backups are maintained where supported by service providers
- Recovery procedures are documented and tested periodically
15. Policy Review & Updates
This policy is reviewed at least annually or upon significant changes to systems, regulations, or business operations.
16. Compliance
This policy supports compliance with:
- Applicable data protection and privacy laws
- Platform requirements (Apple App Store, payment processors, banking partners)
- Contractual security obligations
Acknowledgment
All personnel are expected to comply with this Information Security Policy. Violations may result in disciplinary action or termination of access.