Asking the Right Questions When Implementing a Data Loss Prevention Policy

Okay, raise your hand if you are scared of the word “policy.” Policy is sometimes an overused word that sounds simpler than the complex thing it actually is, and if not properly thought out, can be a headache to implement. RSA’s Information Policy and Classification team spends a lot of time focusing on the accuracy of Data Loss Prevention (DLP) policies. This week, we’re giving some hints for success and best practices that we’ve learned by working with both early adopters and some of the world’s largest companies. We know from experience that you can have the most accurate policy and it still may not be the right policy for your organization. Here’s how to figure it out...

On the first day, it can be very exciting to get a Data Loss Prevention product with so many built-in policies! And with words like “out of the box” and “one-click,” it seems so easy. But before you click on the switch, make sure both you and your organization have planned out your strategy. Keep in mind that whatever you turn on is now actionable. Simple rule: Make sure you’ve thought it out, and ask the right questions when implementing a DLP policy: who, what, where, when, why, and how (see below).

A Data Loss Prevention policy basically asks two questions: What is the data that you want to protect? And how should you protect it? Sounds simple, right? As our customers find, there are many more questions that need to be asked upfront. Let’s start by looking at two of the biggest pitfalls and then get into a list of questions that you should ask to get your Data Loss Prevention policy right the first time.

#1: You’ve built a comprehensive policy that’ll capture everything! Now, did you consider the exceptions?

Let’s say that you know you have important data that needs to be protected. Great, you’ve passed the first step in the process. But there are still a few more questions that need to be asked. What’s the exception to the rules? Or rather, who is the exception to the rule? Let’s say you’re a healthcare provider trying to figure out HIPAA, and you’ve implemented a policy blocking sensitive health information from going out. You’re done, right?  Wrong. If your policies aren’t well-thought-out, you’ve made a critical mistake. What if your policy just stopped a doctor from sending out potentially life-saving information? You need to always know the exception to the rules: it might be an individual, group or department. You may also have exceptions if the information is going to a trusted partner. Determine this before anything else.

#2: If there isn’t a regulatory need, IP need, and it’s not going to impact your brand, then don’t turn it on.

Our team had a lot of internal angst (ok, ok… and fun) when we built the Profanity policy. We wondered if it was a true Data Loss Prevention use case.  If you really want to implement a Profanity policy, get ready to deal with a flood of incidents. Do you really want to audit every bad word? What is the action plan to deal with the audits? Do you have the staff in place to deal with this can of worms? You may discover that profanity could be one policy that is better left in the corporate HR handbook. The point here is to know what is important to your company and prioritize it, and ensuring that your staffing plan will be able to address it.

Now that we’ve probably scared you, let’s take a deep breath and understand that Data Loss Prevention is a process, through which you blend products and services to help you detect sensitive data and to identify and enforce security policies for protecting this data. It shouldn’t require any modifications to the data itself. Plan it and use it right, and it will deliver great results for your organization.

Implementing a Data Loss Prevention policy isn’t that hard if you’re asking the right questions. Here’s a list of questions you should start with:

  1. Who is the policy going to apply to? Who isn’t it going to apply to? Know the individuals, groups or departments affected and how this will impact them. 
  2. What type of sensitive or business-critical information are you trying to protect?
  3. Why are you protecting it? It might sound silly, but it’s critical to understand why the organization feels it’s important to protect the data. Is it a regulatory use case, or is it business-critical data? 
  4. Where should you protect it? Sensitive content exists in many different states. Are you worried about data that is in motion? What about inbound and outbound communications? Are you worried about content at rest in the datacenter and at endpoints? What about data in use in the endpoint? Hmm, maybe all the above? Here’s a hint: just because it might be in all states doesn’t mean you have to do it all at once. Phase it in. Start with the critical.
  5. When should you trigger a violation? Do you want to capture any violation no matter how big or small? You may decide to only generate and escalate incidents for severe violations. Maybe you want to start with the most severe, get those under control and then deal with the rest.  
  6. How should you protect the information? Should you audit violations, automatically encrypt them, and maybe quarantine or block them? You should be able to tie the "When" into the "How" and enforce different actions depending on the severity of the information. 

Rush or skip the strategic questioning, and you won’t have the results you need. Remember, this isn’t about blocking, encrypting, or auditing all incidents; it’s about ensuring incidents don’t occur in the first place. Your real first step should be focusing on fixing any broken business practices. Then implement Data Loss Prevention to get insight into your organization’s gaps in processes and where they exist. With a strategic, well-constructed Data Loss Prevention policy, actual incidents should decrease as the business becomes smarter. 

In the end, it’s pretty simple. “Policy” isn’t a bad word – implementing a policy without strategic thought is just a bad idea. Be smart and be strategic and you’ll love your policies.

We do

Comments

Very Useful

I think the steps you provided are very useful and may be applied to more than DLP polices. I think the most important and useful step you provided is strategic questioning. I believe that understanding why something is being done is the best way to ensure positive results.

- MJ Knudsen
DLP Classification

Hey! Thats a good and interesting product and technology, however, i was just trying to figure out, how does Data-in-motion can be montiored, did you monitor the packets with the header/signatures within a file being transmitted. Can you help me understand more on DLP, an indepth techincal article can help. Thanks.

- Nitin Kushwaha
Response to DLP Classification

We perform full tcp session reassembly, text extraction, and content analysis. This is beyond pattern matching approaches that some intrusion detection solutions might take.

- Meena Raju

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