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Sherlocked Security – AI-Powered Cybersecurity & Penetration TestingSherlocked Security – AI-Powered Cybersecurity & Penetration Testing
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  • About Us
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  • Custom Rule & Playbook Management
Managed Detection & Response (MDR)

Custom Rule & Playbook Management

  • May 9, 2025
  • 0

Sherlocked Security – Custom Rule & Playbook Management

Customized rules and playbooks to enhance security operations, enabling quick identification, automation, and response to threats.


1. Statement of Work (SOW)

Service Name: Custom Rule & Playbook Management
Client Type: Organizations requiring tailored security rules and automated incident response playbooks
Service Model: Managed service for developing, implementing, and optimizing custom detection rules and automated workflows
Compliance Alignment: ISO 27001, SOC 2, PCI-DSS, HIPAA, GDPR, NIST CSF

Scope Includes:

  • Design and creation of custom detection rules for SIEM and other monitoring platforms
  • Development of automated incident response playbooks for consistent and efficient incident handling
  • Tuning of existing rules and playbooks to adapt to evolving threats
  • Integration of playbooks with Security Orchestration, Automation, and Response (SOAR) platforms
  • Continuous monitoring of rule performance and incident response effectiveness
  • Documentation and reporting on rule efficacy and playbook execution metrics

2. Our Approach

[Rule Design] → [Playbook Creation] → [Integration & Testing] → [Optimization] → [Automation] → [Reporting]

  • Rule Design: Custom detection rules are crafted to meet the unique needs of your organization, leveraging specific threat vectors and business requirements
  • Playbook Creation: Automated workflows designed for consistent incident handling, from detection to remediation
  • Integration & Testing: Rules and playbooks are integrated with existing security systems (SIEM, SOAR, EDR) and tested in real-time environments
  • Optimization: Continuous improvement based on feedback and results from real-world incidents
  • Automation: Fully automated response actions for faster containment and mitigation
  • Reporting: Detailed reports on rule performance, playbook executions, and recommendations for optimization

3. Methodology

  • Custom Rule Design: Crafting rules that are tailored to detect unique threats based on specific attack vectors relevant to the client’s business and technology stack
  • Playbook Development: Creating incident response workflows that automatically trigger actions to mitigate and resolve security incidents
  • Testing & Tuning: Thorough testing to ensure the rules and playbooks work as expected, followed by fine-tuning to ensure minimal false positives and effective responses
  • Rule Optimization: Continuously optimizing the rules to handle emerging threats, business changes, and evolving attack methods
  • Automation Integration: Ensuring that rules and playbooks are fully integrated with existing SOAR platforms to automate workflows from detection through to remediation
  • Performance Monitoring: Ongoing monitoring of rule performance and playbook execution to ensure operational efficiency

4. Deliverables

  • Custom Detection Rules: Tailored detection rules for SIEM, IDS/IPS, EDR, and NDR systems, based on your organization’s threat landscape
  • Automated Playbooks: Incident response playbooks that define the actions to be taken automatically in response to specific alerts
  • Playbook Integration: Integration of playbooks with SOAR platforms (Cortex XSOAR, D3 Security, etc.) for seamless automation
  • Testing & Validation: Verification of rule performance in live environments, ensuring accuracy and low false positive rates
  • Rule & Playbook Performance Reports: Detailed performance reports, including rule efficacy, false positive rates, and playbook execution metrics
  • Continuous Optimization: Ongoing fine-tuning of rules and playbooks to improve detection and response efficiency

5. Client Requirements

  • Existing Security Infrastructure: Access to SIEM, EDR, IDS/IPS, and SOAR platforms for rule integration and playbook automation
  • Threat Intelligence Feeds: Integration of external threat intelligence sources to enhance custom rule effectiveness
  • Incident Response Workflow: Clear definitions of how incidents should be handled, including team roles and responsibilities
  • Business Context: Knowledge of the organization’s key assets, risk profile, and critical business functions for custom rule and playbook design
  • Historical Data: Access to past incident data to help shape rule and playbook development

6. Tooling Stack

  • SIEM Platforms: Splunk, QRadar, LogRhythm, Sumo Logic, ELK
  • Endpoint Detection & Response (EDR): CrowdStrike, SentinelOne, Carbon Black
  • Network Detection & Response (NDR): Darktrace, Vectra AI, ExtraHop
  • Security Orchestration, Automation, and Response (SOAR): Cortex XSOAR, D3 Security, Swimlane
  • Threat Intelligence Feeds: ThreatConnect, MISP, IBM X-Force, OpenDXL

7. Engagement Lifecycle

  1. Discovery & Planning: Understanding business priorities, security needs, and reviewing existing tools and processes
  2. Rule & Playbook Design: Crafting tailored detection rules and automated response workflows
  3. Testing & Validation: Testing the newly created rules and playbooks in a controlled environment
  4. Deployment: Implementing and integrating custom rules and playbooks into live systems
  5. Optimization: Continuous monitoring and fine-tuning of rules and playbooks based on real-world data
  6. Reporting & Review: Detailed reports on rule efficacy, playbook performance, and recommendations for improvements

8. Why Sherlocked Security?

Feature Sherlocked Advantage
Tailored Detection Rules Custom-crafted detection rules to address your specific security threats and challenges
Automated Incident Response Seamless automation of incident response through playbooks for consistent and rapid resolution
Integration with SOAR Full integration with leading SOAR platforms for end-to-end security automation
Continuous Optimization Regular rule and playbook optimization based on evolving threat landscapes and feedback
Comprehensive Reporting Detailed insights into rule performance, response actions, and recommendations for security posture improvement
Expert Guidance Dedicated SOC analysts provide expert guidance on the design, implementation, and tuning of rules and playbooks
Scalable & Flexible Custom solutions that scale with your business and adapt to emerging threats and technologies

9. Use Cases

Use Case 1: Custom Malware Detection Rule

  • Alert: A new malware variant identified through threat intelligence feeds triggers an alert
  • Custom Rule: A rule is created to detect this specific variant based on signature patterns, behavior analysis, and file hashes
  • Playbook: An automated playbook is designed to isolate the affected endpoint, notify the SOC team, and trigger malware analysis
  • Escalation: If the malware is confirmed, escalation is triggered for further investigation and containment
  • Resolution: Malware eradicated, affected systems cleaned, and response playbook executed to prevent future infections
  • Reporting: Incident report outlining the malware detection, response actions, and prevention measures

Use Case 2: Phishing Email Automated Response

  • Alert: A phishing email with a suspicious attachment is detected by the email security gateway
  • Custom Rule: A rule to detect phishing emails based on known patterns (suspicious sender, attachment type) is applied
  • Playbook: The playbook automatically isolates the email, blocks the sender, and scans the attachment for malicious payloads
  • Escalation: If the email is deemed a confirmed phishing attempt, escalation is triggered to inform the end user and initiate additional awareness training
  • Resolution: User account is secured, phishing attempt is blocked, and lessons learned are applied to the rule for future detections
  • Reporting: A detailed phishing attack report generated for review and optimization

10. Custom Rule & Playbook Management Readiness & Ops Checklist

Rule Management

  • [ ] Clear understanding of security threats relevant to your organization’s infrastructure and business context
  • [ ] Access to SIEM and other monitoring tools for rule creation and integration
  • [ ] Development of detection rules tailored to the organization’s specific needs and threat landscape
  • [ ] Regular testing of new rules to ensure they perform as expected in live environments
  • [ ] Fine-tuning of existing rules to minimize false positives while maintaining high detection accuracy
  • [ ] Integration of threat intelligence to continuously update and improve detection rules

Playbook Management

  • [ ] Creation of automated incident response playbooks for common security threats (e.g., malware, phishing, DDoS attacks)
  • [ ] Clear definition of incident handling procedures, including the appropriate actions and roles involved
  • [ ] Integration of playbooks with existing SOAR platforms for seamless automation
  • [ ] Ongoing review and optimization of playbooks based on past incidents and evolving threats
  • [ ] Validation of playbooks through testing and simulation to ensure accurate, consistent execution in live incidents
  • [ ] Detailed logging and reporting of playbook execution for continuous improvement and incident post-mortem analysis

XDR
Active Directory Security Review

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