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2024.2
  • Immuta Documentation - 2024.2
  • What is Immuta?
  • Self-Managed Deployment
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        • Configure a Snowflake Integration
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      • Getting Started
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      • Starburst (Trino) Integration Reference Guide
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    • Amazon S3
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      • Data Source Settings
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          • Manage Data Sources and Data Source Settings
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        • Data Source Health Checks Reference Guide
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        • Why Use Schema Monitoring?
    • Catalogs
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          • Custom REST Catalog Interface Endpoints
    • Tags
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      • Tags Reference Guide
  • People
    • Getting Started
    • Identity Managers (IAMs)
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        • Microsoft Entra ID
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  • Discover Your Data
    • Getting Started
    • Introduction
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    • Data Discovery
      • How-to Guides
        • Enable Sensitive Data Discovery (SDD)
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    • Data Classification
      • How-to Guides
        • Activate Classification Frameworks
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        • How to Use a Built-In Classification Framework with Your Own Tags
      • Built-in Classification Frameworks Reference Guide
  • Detect Your Activity
    • Getting Started
      • Monitor and Secure Sensitive Data Platform Query Activity
        • User Identity Best Practices
        • Integration Architecture
        • Snowflake Roles Best Practices
        • Register Data Sources
        • Automate Entity and Sensitivity Discovery
        • Detect with Discover: Onboarding Guide
        • Using Immuta Detect
      • General Immuta Configuration
        • User Identity Best Practices
        • Integration Architecture
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        • Register Data Sources
    • Introduction
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        • Universal Audit Model (UAM)
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        • Detect
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    • Monitors
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      • Detect Monitors Reference Guide
  • Secure Your Data
    • Getting Started with Secure
      • Automate Data Access Control Decisions
        • The Two Paths: Orchestrated RBAC and ABAC
        • Managing User Metadata
        • Managing Data Metadata
        • Author Policy
        • Test and Deploy Policy
      • Compliantly Open More Sensitive Data for ML and Analytics
        • Managing User Metadata
        • Managing Data Metadata
        • Author Policy
      • Federated Governance for Data Mesh and Self-Serve Data Access
        • Defining Domains
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        • Managing Data Metadata
        • Apply Federated Governance
        • Discover and Subscribe to Data Products
    • Introduction
      • Scalability and Evolvability
      • Understandability
      • Distributed Stewardship
      • Consistency
      • Availability of Data
    • Authoring Policies in Secure
      • Authoring Policies at Scale
      • Data Engineering with Limited Policy Downtime
      • Subscription Policies
        • How-to Guides
          • Author a Subscription Policy
          • Author an ABAC Subscription Policy
          • Subscription Policies Advanced DSL Guide
          • Author a Restricted Subscription Policy
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        • Reference Guides
          • Subscription Policies
          • Subscription Policy Access Types
          • Advanced Use of Special Functions
      • Data Policies
        • Overview
        • How-to Guides
          • Author a Masking Data Policy
          • Author a Minimization Policy
          • Author a Purpose-Based Restriction Policy
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          • Author a Row-Level Policy
          • Author a Time-Based Restriction Policy
          • Certifications Exemptions and Diffs
          • External Masking Interface
        • Reference Guides
          • Data Policy Types
          • Masking Policies
          • Row-Level Policies
          • Custom WHERE Clause Functions
          • Data Policy Conflicts and Fallback
          • Custom Data Policy Certifications
          • Orchestrated Masking Policies
    • Domains
      • Getting Started with Domains
      • Domains Reference Guide
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      • Projects and Purpose Controls
        • Getting Started
        • How-to Guides
          • Create a Project
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          • Adjust a Policy
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            • Manage Projects and Project Settings
            • Manage Project Data Sources
            • Manage Project Members
        • Reference Guides
          • Projects and Purposes
          • Policy Adjustments
        • Why Use Purposes?
      • Equalized Access
        • Manage Project Equalization
        • Project Equalization Reference Guide
        • Why Use Project Equalization?
      • Masked Joins
        • Enable Masked Joins
        • Why Use Masked Joins?
      • Writing to Projects
        • How-to Guides
          • Create and Manage Snowflake Project Workspaces
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          • Write Data to the Workspace
        • Reference Guides
          • Project Workspaces
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      • Subscribe to a Data Source
      • Query Data
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  • Application Settings
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        • Power BI Configuration Example
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      • Add a License Key
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  • Releases
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    • The Immuta CLI
      • Install and Configure the Immuta CLI
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      • Manage Sensitive Data Discovery
        • Manage Sensitive Data Discovery Rules
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          • Manage Projects
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  • 2024.3

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On this page
  • The discovery process
  • Phase 1: identification
  • Phase 2: categorization
  • Phase 3: classification
  • Why automate?
  • Considerations for automated discovery
  • Existing enterprise data catalog

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  1. Detect Your Activity
  2. Getting Started
  3. Monitor and Secure Sensitive Data Platform Query Activity

Automate Entity and Sensitivity Discovery

Within the Immuta product ecosystem, Immuta Detect is responsible for surfacing and indexing a wide range of security-related events, making it a rich source of data security posture insights.

In a typical deployment, Immuta Detect efficiently surfaces and processes a vast number of data security events. While these events all have security relevance, it may be challenging to understand their potential impacts without manual investigation. At the same time, the sheer volume of events typically greatly exceeds what a team can manually explore.

Enter Immuta Discover: Immuta’s data discovery and security analysis engine can identify, categorize, and classify data. Immuta Discover analyzes data available within the operational context of an event in conjunction with applicable legal, regulatory, compliance, and security frameworks to make deep inferences about the status of the data. For example, in a medical context, Immuta Discover can understand the difference between anonymized and identified medical data.

With additional classification metadata powered by Immuta Discover, Immuta Detect analyzes data security events for sensitivity, ensuring that highly significant events remain highly visible. In the context of the previous example, Immuta Detect can detect and flag the accidental identification of anonymized medical data.

With Discover, Immuta Detect can provide insightful oversight of who accesses sensitive data, where it is stored, and how it is used, enabling

  • Rapid and exact compliance monitoring and assessment

  • Insights into data usage patterns for setting data access policy

  • Simplified and expedient audit responses

  • Context-aware analysis of data flows as seen through the lens of security or regulatory compliance frameworks

The discovery process

Immuta Discover works in three phases: identification, categorization, and classification.

Phase 1: identification

In the first phase, data is identified by its kind – for example, a name or an age. This identification can be manually performed, externally provided, or automatically determined by Immuta Discover through column-level analysis. This is commonly termed entity identification.

Phase 2: categorization

In the second phase, data is categorized in the context where it appears, subject to any active data compliance or security frameworks. For example, a record occurring in a clinical context containing both a name and individual health entities is Protected Health Information under HIPAA.

Though entirely customizable, for this purpose, Immuta provides a default framework known as the Immuta Data Security Framework (Immuta DSF.) Immuta DSF gives a fine-grained categorization into a consistent set of security and compliance concepts, including things like whether or not a record pertains to an individual, the composition and kinds of any identifiers that are present, the subject matter of the data, whether it belongs to any commonly controlled data categories, etc. The rules of the framework use the entities found in the table in phase 1 to drive how the data is categorized.

The categorization provided by the Immuta DSF may be used directly. Still, it is best leveraged as a starting point for purpose-built compliance frameworks implementing organization-specific compliance categories or other relevant high-level regulatory and compliance frameworks, such as those for categorizing data into categories defined under CCPA, GDPR, GLBA, HIPAA, etc.

Bottom line, think of categorization as a way to apply higher level categories to the fine-grained entities discovered in phase 1 through rules you can customize. These categories are presented as tags in Immuta, just like the entities in phase 1, and thus, can be used for Immuta Secure policies.

Phase 3: classification

In the third and final phase, data is classified according to its sensitivity level (e.g., Customer Financial Data is Highly Sensitive). Again, Immuta supplies sensitivity classification defaults based on standard industry practice. Just like how categories are built from phase 1 entities, classification builds on the phase 2 categories. Customers are free to customize this classification under their respective views. These classifications are key to surfacing sensitive queries in Detect based on your definition of sensitive.

Why automate?

There are good reasons to automate data discovery and analysis with Immuta Discover:

  1. It formalizes the entire process, producing a coherent set of classification rules.

  2. It makes it possible to automatically and uniformly scale compliance to new data sources.

  3. It enables Immuta Detect to automatically detect additional threats, such as unauthorized or attempted access to sensitive data, and for soft enforcement of organizational data access policies. (For example, that access to personal information, direct identifiers, or login credentials be masked.)

  4. Speed. Automating data discovery and analysis with Immuta Discover enables faster access to data by removing the manual effort of tagging and classifying new tables and columns.

Considerations for automated discovery

Please be aware that

  • Some customization may be necessary. Although Immuta's sensitive data discovery discovers over 60 types of sensitive data, only some data elements may be relevant. Further, unique sensitive data elements may not be covered out of the box. In these cases, it is possible to create new sensitive data discovery rules or adjust the sensitivity of existing rules through testing to ensure data is properly discovered and tagged.

  • New global templates should be created to find only entities that are relevant to the organization. This will ensure extraneous tags are not added to data elements.

  • Some customers may already have an existing data catalog tagging data; Immuta’s sensitive data discovery can work in combination with the data catalog.

  • Because data environments are not static, it is imperative that data tagging is automatically performed with new or changed data so that policies can be enabled in real-time, lowering the risk of data leaks.

Existing enterprise data catalog

Many organizations have invested in an enterprise data catalog as part of their data governance programs. Entity tags from the data catalogs will be pulled into Immuta in a one-way sync because the catalog is the system of record for entity tags. The tags pulled in from the data catalog can later be mapped to categories in the same way that entities automatically discovered in phase 1 are mapped to categories. This in turn will associate the appropriate sensitivity via classification to the external tags.

For a concrete example, consider a scenario where the Collibra catalog has tags for Longitude and Latitude. The following rule assigns Immuta DSF.Longitude to any column tagged Collibra.Location.Longitude. These rules appear in the rules array in the framework definition.

{
  "classificationTag": {
    "name": "Immuta DSF.Longitude",
    "source": "curated",
    "description": "Represents a longitude."
  },
  "columnTags": [
    {
      "name": "Collibra.Location.Longitude",
      "source": "collibra"
    }
  ],
  "neighborColumnTags": [],
  "tableTags": []
}

Incorporating tags from external catalog rules is fairly straightforward. External tags are referenced in rules, except the source field identifies the external catalog. The source field generally varies depending on the external catalog system. The correct value for the field may be identified by examining tag objects listed with the tags API, which includes the source field.

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Last updated 11 months ago

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