Track Response Pillar Tasks For Enhanced Security Readiness

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Hey guys! Today, we're diving deep into the Response pillar tasks for the Readiness Dashboard. This is all about making sure our backend is on point for tracking those crucial tasks that help users like you respond to threats effectively. Think investigating alerts, managing cases, and automating those response actions. Let's break it down!

Understanding the Response Pillar

The Response pillar is a critical component of the Readiness Dashboard, focusing on how well our system supports users in responding to security threats. This involves a range of activities, from investigating alerts to automating response actions. The goal is to ensure that our users have the tools and capabilities they need to handle incidents swiftly and effectively. We aim to create a seamless experience that guides users through the threat response lifecycle, making it easier to identify, analyze, and mitigate security incidents.

To achieve this, we need to track the status of key tasks that fall under the Response pillar. These tasks include investigating alerts using Timeline, leveraging the AI Assistant for alert analysis, creating and managing case workflows, adding external connectors, automating response rules, and completing automated cases. By monitoring the progress of these tasks, we can gain insights into the overall readiness of our system and identify areas for improvement. The data collected will help us optimize the user experience, enhance the effectiveness of our security tools, and ultimately strengthen our defense against cyber threats.

Our approach is to define clear acceptance criteria for each task, ensuring that we have a tangible way to measure progress. For example, for the task of investigating alerts using Timeline, we'll track whether users have opened Timeline for any alert, annotated alerts, or tagged and enriched them. Similarly, for the AI Assistant task, we'll monitor whether prompts have been issued, and summaries have been generated. This granular level of tracking allows us to pinpoint specific areas where users may be facing challenges and tailor our support and documentation accordingly. By continuously monitoring and refining our approach, we can ensure that the Response pillar effectively supports users in their threat response efforts.

Acceptance Criteria Breakdown

Let's get into the nitty-gritty. We've got a bunch of tasks, each with its own set of criteria to determine progress. Here's a detailed look at what we need to accomplish:

Task: Investigate Alert Using Timeline

So, the first key task in our response pillar is investigating alerts using Timeline. This is super important because Timeline is where you'll be diving into the details of an alert to figure out what's going on. We want to make sure everyone is comfortable using it and getting the most out of it. This task is all about how you're interacting with alerts within Timeline. We've broken it down into three clear stages: Not Started, In Progress, and Completed. The Not Started stage is pretty straightforward: it means no alerts have been reviewed in Timeline yet. This is the starting point, where no interaction with alerts has occurred within the tool. Moving to In Progress, we're looking for any instance where Timeline has been opened for an alert. This signifies that someone has started looking into an alert, even if they haven't taken any further action. It’s the first step in the investigation process, showing engagement with the tool. Finally, the Completed stage is where the real magic happens. This means that an alert has been annotated, tagged, or enriched within Timeline. These actions demonstrate a thorough investigation, where additional context and information have been added to the alert. This helps in understanding the scope and impact of the alert, making it easier to make informed decisions.

To ensure the successful completion of this task, we encourage users to actively engage with Timeline, explore its features, and document their findings. Annotating alerts helps in adding personal insights and observations, tagging allows for categorization and easier retrieval, and enriching alerts with additional data provides a more comprehensive view of the situation. By meeting these criteria, we can ensure that users are effectively utilizing Timeline to investigate alerts and contribute to a robust security posture. This task is not just about using a tool; it’s about fostering a proactive approach to threat investigation and response. The more we interact with alerts in Timeline, the better equipped we are to handle potential security incidents and protect our systems.

Task: Use AI Assistant for Alert/Root Cause

Next up, we're looking at using the AI Assistant to help with alerts and root cause analysis. AI is a game-changer, and we want to make sure you guys are leveraging it. This task centers around how you're using the AI Assistant to analyze alerts and identify root causes. The AI Assistant is a powerful tool that can help streamline your investigation process, providing insights and summaries that would otherwise take hours to compile manually. Like the Timeline task, we have three stages to track progress: Not Started, In Progress, and Completed. The Not Started stage means that a prompt has never been issued to the AI Assistant. This indicates that the AI Assistant hasn't been used at all for alert analysis. This is the baseline, where the potential of AI-driven insights remains untapped. The In Progress stage is marked by issuing a prompt for any alert. This shows an initial attempt to leverage the AI Assistant for investigation. Even if the analysis isn't complete, this step demonstrates engagement with the AI capabilities and a willingness to explore its potential. The Completed stage is achieved when a summary has been generated on the Alert-AI assistant workflow. This signifies that the AI Assistant has been successfully used to analyze an alert and provide a concise summary of its findings. This summary can include potential root causes, affected systems, and recommended actions, significantly speeding up the response process.

To effectively use the AI Assistant, users should feel comfortable formulating prompts that clearly articulate their analytical needs. This might include asking for a summary of the alert, identification of potential root causes, or recommendations for next steps. The goal is to harness the AI’s ability to process large volumes of data quickly and extract relevant information, enabling faster and more informed decision-making. By completing this task, you're not just using a tool; you're enhancing your analytical capabilities and improving the efficiency of your threat response efforts. The AI Assistant is designed to be a collaborative partner, augmenting your expertise and allowing you to focus on the most critical aspects of incident management. Embracing this technology will undoubtedly strengthen your security posture and help you stay ahead of emerging threats.

Task: Create/Manage Case Workflows

Cases are your central hub for managing incidents, so let's talk about creating and managing case workflows. This involves the entire lifecycle of a case, from creation to closure, ensuring that alerts are properly triaged and resolved. This task focuses on how you’re organizing and handling cases within the system, which is essential for effective incident management. Again, we’re tracking progress through three stages: Not Started, In Progress, and Completed. The Not Started stage indicates that no cases have been created yet. This is the initial state, where no incidents are being formally tracked or managed through the case workflow. The In Progress stage is achieved when a case has been created and alerts have been attached to it. This signifies that an incident is being actively managed, with alerts linked to provide context and supporting information. Creating a case is the first step in organizing the response effort, and attaching alerts ensures that all relevant data is consolidated in one place. The Completed stage represents the culmination of the case workflow, where multiple alerts have been triaged and closed via the case workflow. This means that the incident has been thoroughly investigated, the necessary actions have been taken, and the case has been resolved. Closing cases ensures that the incident is properly documented and that no follow-up actions are required.

To effectively manage case workflows, users should create cases promptly when incidents are identified, attach all relevant alerts to the case, and triage each alert to determine its priority and impact. This ensures that the most critical issues are addressed first and that resources are allocated efficiently. Closing cases after resolution is equally important, as it helps maintain a clean and organized system, making it easier to track ongoing incidents and historical trends. By mastering case workflows, you’re not just managing incidents; you're building a structured and repeatable process for responding to security threats. This improves collaboration, ensures consistency in handling incidents, and ultimately strengthens your security posture. The goal is to create a streamlined and efficient process that enables you to respond to incidents quickly and effectively, minimizing the impact on your organization.

Task: Add External Connectors

External connectors are your bridges to other systems. This task is about integrating external systems to enhance your response capabilities. Integrating with external systems can significantly streamline your workflow and provide valuable context for your investigations. This task measures your progress in configuring these connectors, from initial setup to active use. We’re using the same three-stage progress tracking: Not Started, In Progress, and Completed. The Not Started stage means that no connectors have been configured yet. This indicates that no external systems are integrated with the security platform, limiting the flow of information and automation capabilities. The In Progress stage is reached when the Connector UI has been visited or a connector has been created. This shows an initial effort to integrate external systems, even if the configuration is not yet complete. Visiting the Connector UI demonstrates an awareness of the available options, and creating a connector signifies a commitment to establishing a connection with an external system. The Completed stage is achieved when a Jira, Slack, ServiceNow, SentinelOne, or Crowdstrike connector has been tested and is in use. This represents a fully functional integration, where data is being exchanged between the security platform and the external system. These connectors can automate tasks, provide alerts, and enrich investigations, significantly enhancing your response capabilities.

To effectively add external connectors, users should explore the available options, identify the systems that would provide the most value for their workflows, and configure the connectors accordingly. This might involve setting up authentication, mapping data fields, and configuring rules for data exchange. Testing the connector ensures that it is functioning correctly and that data is flowing as expected. By integrating with external systems, you’re not just adding features; you’re building a comprehensive security ecosystem that provides a holistic view of your environment. This enables faster and more informed decision-making, reduces manual effort, and ultimately strengthens your security posture. The goal is to create a seamless flow of information between your security platform and other critical systems, enabling you to respond to threats more quickly and effectively.

Task: Automate Response Rules or Case Creation

Let's talk about automating response rules or case creation. Automation is key to scaling your response efforts, guys. This involves setting up rules that automatically take actions in response to certain events, such as creating cases or sending notifications. Automation is a critical component of a robust security strategy, allowing you to respond to threats quickly and efficiently. This task measures your progress in configuring automation rules within the system. We’re continuing with the three-stage progress tracking: Not Started, In Progress, and Completed. The Not Started stage indicates that no rules with response actions have been created yet. This means that there are no automated processes in place to handle security incidents, potentially leading to delays in response times and increased manual effort. The In Progress stage is reached when a rule has been modified to include a response action. This shows an initial step towards automation, where a rule is being configured to take specific actions in response to certain events. This might involve setting up notifications, creating cases, or taking other automated steps. The Completed stage is achieved when at least one rule creates a case or sends a notification automatically. This represents a fully functional automation setup, where the system is actively responding to events without manual intervention. This significantly reduces response times and ensures that critical incidents are addressed promptly.

To effectively automate response rules, users should identify the events that require automated actions, configure rules that trigger those actions, and test the rules to ensure they are functioning correctly. This might involve creating rules that automatically create cases for high-severity alerts, send notifications to relevant personnel, or take other predefined actions. By automating response rules, you’re not just saving time; you’re building a proactive security posture that can handle a high volume of incidents efficiently. This reduces the risk of human error, ensures consistency in response efforts, and ultimately strengthens your security posture. The goal is to create a system that can automatically handle routine tasks, freeing up your team to focus on more complex and strategic issues.

Task: Complete 3+ Automated Cases

Finally, we want to see those automated cases in action! This means completing at least three cases where automation played a key role. This task focuses on the practical application of automation in managing cases, ensuring that your automated workflows are effective and efficient. We’re continuing with the three-stage progress tracking: Not Started, In Progress, and Completed. The Not Started stage indicates that no cases have been completed with automation. This means that the automation rules are not yet being used effectively in managing incidents, and the potential benefits of automation are not being realized. The In Progress stage is reached when 1–2 cases have been completed with automation. This shows an initial success in using automation to manage incidents, but there is still room for improvement. Completing a few cases demonstrates that the automated workflows are functional and that they are contributing to the incident management process. The Completed stage is achieved when 3+ cases have been completed with automation and alert linkages have been resolved. This represents a significant level of automation maturity, where automation is consistently used to manage incidents and the alert linkages are properly resolved. This ensures that the incidents are thoroughly investigated and that all relevant information is documented.

To effectively complete automated cases, users should ensure that their automation rules are properly configured, that cases are being created automatically when appropriate, and that the cases are being managed through to resolution. This might involve reviewing the automated actions, ensuring that they are effective, and making adjustments as needed. By completing automated cases, you’re not just managing incidents; you’re validating the effectiveness of your automation strategy and ensuring that your security posture is continuously improving. This reduces manual effort, speeds up response times, and ultimately strengthens your security posture. The goal is to create a seamless and efficient process for managing incidents, where automation plays a key role in ensuring that all incidents are handled promptly and effectively.

Important Notes

Before we wrap up, a few key things to remember:

  • @kbn-readiness Package API: All readiness data for these tasks needs to be logged using the @kbn-readiness package API. This ensures we're collecting the right data in a consistent way.
  • Complex Tasks: If a task seems super complex or difficult, don't hesitate to open a separate ticket. We want to tackle these challenges head-on!
  • Status Criteria Changes: Keep in mind that the criteria for these tasks might evolve. For the latest updates, check out this ticket: https://github.com/elastic/security-team/issues/13194.

Let's Do This!

This is a big undertaking, but it's going to make a huge difference in how we handle threat response. By tracking these tasks, we'll have a much clearer picture of our readiness and where we can improve. Let's work together to make this Response pillar the best it can be!