Information Security Policy (ISP)

Project: WTD (Budgeting Application)

Status: Active / Official

1. Purpose and Scope

The WTD Information Security Policy (ISP) provides the framework for protecting the confidentiality, integrity, and availability of all data processed within the application environment. This policy applies to all systems, network infrastructure, and users associated with the WTD project.

2. Security Governance and Responsibility

The Lead Developer and Administrator (Bill) is responsible for the implementation, maintenance, and auditing of this policy. Security is integrated into the software development lifecycle (SDLC) from the design phase through deployment.

3. Policy Framework (Reference Documents)

This ISP serves as the umbrella document for the following sub-policies, which are strictly enforced:

  • Access Control Policy: Governs role-based permissions and the Principle of Least Privilege.
  • Secure Authentication Attestation: Defines the use of Yubikeys and TOTP MFA.
  • Data Retention & Deletion Policy: Outlines the 60-day lifecycle for data and backups.
  • Privacy Policy: Details user data protections and anti-sharing commitments.

4. Network and Infrastructure Security

The WTD infrastructure is architected for maximum isolation:

5. Vulnerability Management

To ensure the ongoing security of the application:

6. Physical Security

WTD infrastructure is housed in a secure, controlled residential environment with restricted physical access. Management consoles and hardware remain locked when not in use.

7. Incident Response

In the event of a suspected security breach, the following "Immediate Action" plan is triggered:

  1. Containment: The affected service or network node is immediately isolated.
  2. Investigation: Logs are analyzed to determine the scope of the incident.
  3. Notification: Impacted users (family members) and relevant third parties (e.g., Plaid) will be notified if data exposure is confirmed.

8. Enforcement

Failure to comply with this policy may result in immediate revocation of access to WTD resources.