Systems and methods for cloud data security

• US 9,742,746 B2
• Filed: 11/13/2015
• Issued: 08/22/2017
• Est. Priority Date: 03/04/2013
• Status: Active Grant

• Current Assignee: DocuSign Incorporated
• Original Assignee: DocuSign Incorporated
• Inventors: Fleischman, Eric, Wald, Duane E., Peterson, Donald G.
• Primary Examiner(s): King, John B
• Application Number:
  US14/940,619
• Publication Number:
  US 20160080426A1
• Time in Patent Office: 648 Days
• CPC Class Codes: G06F 12/1408 by using cryptography for digital transmission H04L9/00
• CPC Class Codes: G06F 21/64 Protecting data integrity, e.g. using checksums, certificates or signatures
• CPC Class Codes: H04L 63/0428 wherein the data content is protected, e.g. by encrypting or encapsulating the payload
• CPC Class Codes: H04L 63/06 for supporting key management in a packet data network cryptographic mechanisms or cryptographic arrangements for key management H04L9/08
• CPC Class Codes: H04L 63/061 for key exchange, e.g. in peer-to-peer networks cryptographic mechanisms or cryptographic arrangements for key agreement H04L9/0838
• CPC Class Codes: H04L 63/0876 based on the identity of the terminal or configuration, e.g. MAC address, hardware or software configuration or device fingerprint
• CPC Class Codes: H04L 63/20 for managing network security; network security policies in general filtering policies H04L63/0227
• CPC Class Codes: H04L 9/3247 involving digital signatures

Abstract

Techniques for providing data security services with respect to cloud-based services are described. Examples include a security service provider (“SSP”) configured to perform or provide one or more security-related services or functions with respect to or on behalf of some other system or service. The other system or service may be, for example, a cloud-based system that provides network-accessible services. The SSP allows a user of the cloud-based service to provide and manage one or more security-related services, such as data storage, encryption, decryption, key management, and the like. By using and controlling the SSP, the user can be confident that his or her data is being securely represented and stored, even though it is being operated upon by a cloud-based service that is not under the user'"'"'s control.

Claims

1. A computing device for performing a cloud-based service, the computing device comprising:

a network connection;

a working memory device;

a persistent data storage medium;

one or more processors coupled to the working memory device, the network connection and the persistent data storage medium, the persistent data storage medium containing instructions that, when executed on the system, cause the system to perform operations including;

receiving, over the network connection, a document as part of a service request from a first user of the cloud-based service;

performing, using the one or more processors, a first action involving the document in satisfaction of a first part of the service request, wherein the first action includes document processing in support of obtaining at least one digital or electronic signature on the document;

maintaining, during performance of the first action, the document within the working memory device, without writing the document to the persistent data storage medium;

transmitting, over the network connection in response to completion of the first action, the document to a security service provider for persistent storage;

deleting the document from the working memory device in response to receiving a confirmation of receipt of the document from the security service provider;

determining, after deleting the document, that a pending action associated with performance of the service request requires access to the document;

receiving in response to a request, over the network connection using the one or more processors, the document from the security service provider;

in response to receiving the document, maintaining the document within the working memory device, without writing the document to the persistent data storage medium;

performing, using the one or more processors, a second action involving the document in satisfaction of a second part of the service request, the second action including the pending action, wherein the second action includes document processing to generate a representation of the document for presentation to a second user to obtain at least one digital or electronic signature on the document; and

upon completion of processing involving the document subsequent to the completion of the second action, deleting the document from the working memory device.

2. The computing device of claim 1, wherein the determining that the pending action requires access to the document includes receiving a signature completion request from the second user.

3. The computing device of claim 2, wherein the performing the second action includes presenting the representation of the document to the second user for signature.

4. The computing device of claim 3, wherein the performing the second action includes receiving signature data from the second user representative of the second user applying a digital or electronic signature to the document.

5. The computing device of claim 4, wherein the persistent storage medium further comprises instructions that cause the system to perform the operation of storing the signature data in association with the document and the service request prior to deleting the document from the working memory.

6. The computing device of claim 1, wherein the performing the second action includes collecting and maintaining metadata confirming the second action associated with the document and the service request.

7. The computing device of claim 1, wherein the deleting the document from working memory device occurs in response to the following conditions:

no actions associated with the service request requiring access to the document are pending processing on the cloud-based service platform; and

receipt of a confirmation from the security service provider of receipt and storage of a current copy of the document.

8. The computing device of claim 1, wherein the receiving the document as part of a service request includes:

accessing a policy associated with the first user;

evaluating the service request and the document against the policy; and

determining whether to persistently store the document with the security service provider based on results of evaluating the service request and document.

9. The computing device of claim 8, wherein evaluating the service request and the document against the policy includes evaluating a status associated with the document against the policy.

10. A method for protecting stored data accessed by a cloud-based service platform, the method comprising:

on a computing device within the cloud-based document management service platform performing operations including;

receiving, over a network connection using one or more processors, a document as part of a service request from a first user of the cloud-based service platform;

performing, using the one or more processors, a first action involving the document in satisfaction of a first part of the service request, wherein the first action includes document processing in support of obtaining at least one digital or electronic signature on the document;

maintaining, during performance of the first action, the document within a working memory device within the computing device, without writing the document to a persistent data storage medium within the computing device;

transmitting, over the network connection using the one or more processors in response to completion of the first action, the document to a security service provider for persistent storage;

deleting the document from the cloud-based service platform in response to receiving a confirmation of receipt of the document from the security service provider;

determining, after deleting the document, that a pending action associated with performance of the service request requires access to the document;

receiving in response to a request, over the network connection using the one or more processors, the document from the security service provider;

performing, using the one or more processors, a second action involving the document in satisfaction of a second part of the service request, the second action including the pending action, wherein the second action includes document processing to generate a representation of the document for presentation to a second user to obtain at least one digital or electronic signature on the document; and

upon completion of processing involving the document subsequent to the completion of the second action, deleting the document from the cloud-based service platform for at least a second time.

11. The method of claim 10, wherein the determining that the pending action requires access to the document includes receiving a signature completion request form the second user.

12. The method of claim 11, wherein the performing the second action includes presenting at least the representation of the document to the second user for signature.

13. The method of claim 12, wherein the performing the second action includes receiving signature data from the second user representative of the second user applying a digital or electronic signature to the document.

14. The method of claim 13, further comprising storing the signature data in association with the document and the service request prior to deleting the document from the cloud-based service platform.

15. The method of claim 10, wherein the performing the second action includes collecting and maintaining metadata confirming the actions second action associated with the document and the service request.

16. The method of claim 10, wherein the deleting the document from the cloud-based service platform occurs in response to the following conditions:

no actions associated with the service request requiring access to the document are pending processing on the cloud-based service platform; and

receipt of a confirmation from the security service provider of receipt and storage of a current copy of the document.

17. The method of claim 10, wherein the receiving the document as part of a service request includes:

accessing a policy associated with the first user;

evaluating the service request and the document against the policy; and

determining whether to persistently store the document with the security service provider based on results of evaluating the service request and document.

18. The method of claim 17, wherein evaluating the service request and the document against the policy includes evaluating a status associated with the document against the policy.

19. A non-transitory computer-readable storage medium containing instructions that, when executed on a computer system within a cloud-based service platform, cause the computer system to perform operations including:

receiving, over a network connection, a document as part of a service request from a first user of the cloud-based service platform;

performing a first action involving the document in satisfaction of a first part of the service request, wherein the first action includes document processing in support of obtaining at least one digital or electronic signature on the document;

maintaining, during performance of the first action, the document within a working memory portion of the computer system, without writing the document to a persistent data storage within the cloud-based service platform;

transmitting, over the network connection in response to completion of the first action, the document to a security service provider for persistent storage;

deleting the document from the working memory portion in response to receiving a confirmation of receipt of the document from the security service provider;

determining, after deleting the document, that a pending action associated with performance of the service request requires access to the document;

receiving in response to a request, over the network connection using the one or more processors, the document from the security service provider;

in response to receiving the document, maintaining the document within the working memory portion, without writing the document to the persistent data storage;

performing, using the one or more processors, a second action involving the document in satisfaction of a second part of the service request, the second action including the pending action, wherein the second action includes document processing to generate a representation of the document for presentation to a second user to obtain at least one digital or electronic signature on the document; and

upon completion of processing involving the document subsequent to the completion of the second action, deleting the document from the working memory portion.

20. The non-transitory computer-readable storage medium of claim 19, wherein the determining that the pending action requires access to the document includes receiving a signature completion request from the second user;

and

wherein the performing the second action includes presenting at least the representation of the document to the second user for signature.

21. The non-transitory computer-readable storage medium of claim 19, wherein performing the second action includes collecting and maintaining metadata confirming the second action associated with the document and the service request.

22. The non-transitory computer-readable storage medium of claim 19, wherein the deleting the document from working memory device occurs in response to the following conditions:

no actions associated with the service request requiring access to the document are pending processing on the cloud-based service platform; and

receipt of a confirmation from the security service provider of receipt and storage of a current copy of the document.