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Evidential Authorization Yuri Gurevich with Andreas Blass, Michal Moskal, Itay Neeman Future of Software Engineering, Zurich, Nov 2010 1 1 The future aint what it used to be. Yogi Berra 2 MOTIVATION Drawings by Hava Gurevich 3


  1. Evidential Authorization Yuri Gurevich with Andreas Blass, Michal Moskal, Itay Neeman Future of Software Engineering, Zurich, Nov 2010 1 1

  2. “The future ain’t what it used to be.” Yogi Berra 2

  3. § MOTIVATION Drawings by Hava Gurevich 3

  4. You manage a public cloud Attracting fat customers The security problem A glorified blob store? The promise of cryptography The mystery of the world of brick and mortar 4

  5. Example: Commerce An involved support system  Banks issue letters of credit  Insurance companies underwrite the transactions and transportation  ... Numerous policies are enforced. 5

  6. Another example: Clinical trials Here are some actors in that drama: Trial organizer  CRO = Contract Research Organization = Clinical Research Organization Trial sites  University hospitals for example. Physicians, also lab technicians, auditors, etc. 6

  7. Yet another example Compliance 7

  8. Lifting to the cloud In the case of a clinical trial, we’d like that all patient info is (properly guarded) in the cloud.  There will be another actor: Policies must high level.  To allow comprehension and reasoning . Policies must be stated formally.  To allow automation . Cryptography is indispensible in enforcing policies but first we need a policy language 8

  9. Enter DKAL Distributed Knowledge Authorization Language was created with such applications in mind. It required foundational logic investigation. It is in the process of tech transfer. 9

  10. § PROBLEM 10

  11. Authorization used to be simple The authorization matrix  ACLs vs. the capability model Problems  Groups, exceptions and combinations of such  From ACL’s to policies  Security, in particular privacy  Federated scenarious 11

  12. Authz is only a tip of the policy iceberg Security policies beyond permit/deny  “Change you password every 6 weeks.” Policies beyond typical security  “The physician will not see you before you fill the questionnaire.”  Attire: business casual Organizations, including governments, are drowning in policies, laws, regulations, etc. 12

  13. Engineering solutions Decentralized and imperative XACML XrML and weak in the semantics department 13

  14. Logic-based solutions centralized and declarative Principal Principal Engine Principal Principal Principal 14

  15. How to bridge the gap? There is a genuine tension between logic and federated scenarios. Logic is centralized and declarative. Federated scenarios are decentralized and imperative. 15

  16. § RELATIVITY 16

  17. Infons Real world statements are rarely true or false. Turning right on red light is legal. 1. This picture is beautiful. Haggis is edible. 2. In case 1, as in relativity theory, the value (in this case the truth value) depends on observer’s place. In case 2, the truth value may be ill-defined even for observers. Forget about truth values and treat statements as pieces of information, infons. It is not about whether the infon is true or false; it is about which parties know the infon and which don’t. 17

  18. Infon logic Infon logic happens to be a conservative extension of well-known constructive (aka intuitionistic) logic. The extension is by means of connectives “p said x” and “p implied x”. (The first is essentially a special case of the second; we’ll return to the issue.) “P is trusted on saying x” abbreviates “(P said x)  x”. And similarly for implying x. 18

  19. Knowledge vs. information Plato’s Theaetetus Infon logic is sort of an information theory. So called epistemic logics are really about information as well. Infon logic is not an intuitionistic version of known knowledge logics. There you have “Yuri knows that Bertrand knows x”. But Yuri only knows what Bertrand said or implied. Knowledge remains informal. The omniscience paradox 19

  20. Algorithmics Primal infon logic The linear-time decision procedure 20

  21. § FEDERATION 21

  22. Communicating principals The DKAL world consists of communicating principals. There is nothing else. Principals live in their own states, control their privacy and compute their knowledge. 22

  23. The state of a principal Conceptually state = substrate + infostrate. The substrate is a database (or a collection of such). For example, the substrate of a trial organizer may contain, for each trial, a relation where each row is an actual or potential trial site. 23

  24. Infostrate Knowledge assertions  These are infons (syntactically, infon formulas) Communication rules Filters 24

  25. What does principal know? 1. Knowledge assertions  He may have some knowledge assertions from birth  An incoming message may result in a new knowledge assertion.  Assertions may be deleted. 2. Results of infon-logic deductions from his valid assertions. 25

  26. Remarks It is not necessary that every principal speaks DKAL.  Guido’s work on DKAL adjudication engine for XACML. Having communication in the language facilitates analysis of multiple policies. 26

  27. § COMMUNICATION 27

  28. Declarative is too narrow This is really a separate lecture. Declarative vs. high-level The EU suit against Microsoft 28

  29. Communication rules if premise then send [justified] to recipient content Here premise and content are infon formulas and recipient is a term. How does it work? 29

  30. One abbreviation if premise then say [justified] to recipient content for if premise then send [justified] to recipient sender said content 30

  31. Most fascinating is a feature that would make any journalist tremble. Tuyuca requires verb-endings to show how the speaker knows something. Diga ape-wi means “the boy played soccer (I saw him)”. Diga ape-hiyi means “the boy played soccer (I assume)”. English can provide such information, but for Tuyuca that is obligatory. ---The Economist, January 1, 2010 (slightly simplified) § EVIDENTIAL DKAL 31

  32. Simple justifications of principal A If ϕ has the form (A said α ) or β  (A implied α ), then a cryptographic signature of principal A under (a strong hash of) the ϕ is a justification for ϕ . (The first is essentially the special case of the second.) 32

  33. Composite justifications of A A justification for an arbitrary infon formula ϕ is a derivation of ϕ in infon logic from simple justifications, and axioms of shared theories e.g. arithmetic. 33

  34. § CLINICAL TRIALS 34

  35. To demo or not to demo The demo requires internet connection (to use an SQL engine in the cloud), time. 35

  36. Instead of the demo Org Site KeyMgr Phys ... … Site Phys 36

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