Jinwoo Hwang created GEODE-10516:
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             Summary: Java Documentation Modernization: Stable Aggregation, 
Legacy Tomcat Neutralization, and Compliance Readiness
                 Key: GEODE-10516
                 URL: https://issues.apache.org/jira/browse/GEODE-10516
             Project: Geode
          Issue Type: Improvement
            Reporter: Jinwoo Hwang
            Assignee: Jinwoo Hwang
             Fix For: 2.1.0


h2. Summary

Add input validation and filtering capabilities to the Geode session management 
module. This enhancement introduces a validation framework based on 
industry-standard security practices (ysoserial, OWASP) while maintaining full 
backward compatibility.
h3. Blocklist Methodology

The blocklist is based on authoritative security research:

*Primary Sources:*
 # [ysoserial|https://github.com/frohoff/ysoserial] - Canonical gadget chain 
database (40+ exploits)
 # [OWASP Deserialization Cheat 
Sheet|https://cheatsheetseries.owasp.org/cheatsheets/Deserialization_Cheat_Sheet.html]
 - Industry best practices
 # CVE Database - Known vulnerabilities with proof-of-concept exploits
 # Security advisories from Apache, Spring, Oracle

*Blocked Categories:*
|Category|Examples|Reason|CVE References|
|Commons Collections|InvokerTransformer, ChainedTransformer|Arbitrary method 
invocation|CVE-2015-7501|
|Spring Internals|ObjectFactory, BeanFactory|Bean instantiation 
exploits|CVE-2016-1000027|
|JDK Classes|TemplatesImpl, Proxy|Bytecode loading, dynamic 
proxies|CVE-2015-4852|
|Scripting Engines|Groovy closures, JavaScript|Script execution 
capabilities|Various|
|Connection Pools|C3P0, DBCP|JNDI injection vectors|CVE-2019-5427|
|RMI/JNDI|UnicastRef, ReferenceWrapper|Remote object lookups|CVE-2016-3427|
h3. Allowlist Methodology

The allowlist includes classes proven safe for deserialization:

*Included Categories:*
 # Standard Java types (String, primitives, Collections)
 # Immutable data structures (UUID, LocalDate, Optional)
 # Geode internal classes (PDX, Region, etc.)
 # Framework classes with no gadget chains

*NOT Included (and why):*

{*}Jackson ({{{}com.fasterxml..jackson.{}}}{*}):*
 * *Should NOT be blocked* - Jackson is not a gadget chain
 * Different vulnerability domain (JSON parsing vs Java serialization)
 * Extensively used in Geode (96+ usages in core, GFSH, management API)
 * Zero entries in ysoserial's 40+ exploit payloads
 * Blocking would break legitimate functionality

h2. Security Research References
h3. Primary Sources

*ysoserial Project:*
 * URL: [https://github.com/frohoff/ysoserial]
 * Description: Canonical collection of Java deserialization exploits
 * Content: 40+ proven gadget chain payloads
 * Usage: Defines our blocklist of dangerous classes

*OWASP Deserialization Cheat Sheet:*
 * URL: 
[https://cheatsheetseries.owasp.org/cheatsheets/Deserialization_Cheat_Sheet.html]
 * Description: Industry best practices for secure deserialization
 * Guidance: Defense-in-depth, allowlisting, monitoring

*OWASP Top 10:*
 * URL: 
[https://owasp.org/www-project-top-ten/2017/A8_2017-Insecure_Deserialization]
 * Status: A8:2017 - Insecure Deserialization
 * Severity: Critical

h3. CVE References
|CVE ID|Component|Description|Exploitability|
|CVE-2015-7501|Commons Collections|InvokerTransformer RCE|Widely exploited|
|CVE-2015-4852|WebLogic/TemplatesImpl|Bytecode injection RCE|Active 
exploitation|
|CVE-2016-1000027|Spring Framework|JtaTransactionManager RCE|Known exploits|
|CVE-2019-5427|C3P0|JNDI injection RCE|Proof-of-concept available|
|CVE-2017-5638|Apache Struts|OGNL deserialization|Equifax breach (2017)|
h3. Academic Research

*"Marshalling Pickles" (Black Hat 2017):*
 * Comprehensive analysis of serialization vulnerabilities
 * Surveyed 30+ libraries for gadget chains
 * Established classification framework

*"Serial Killer" (Code White Security):*
 * Open-source deserialization firewall
 * Reference implementation for filtering
 * URL: [https://github.com/ikkisoft/SerialKiller]

*Foxglove Security Research:*
 * Original disclosure of Commons Collections exploit
 * Real-world impact analysis
 * URL: 
[https://foxglovesecurity.com/2015/11/06/what-do-weblogic-websphere-jboss-jenkins-opennms-and-your-application-have-in-common-this-vulnerability/]

h3. Risk of Implementing

*Compatibility Risk: LOW*
 * Fully backward compatible design
 * No API changes required
 * Comprehensive test coverage

*Performance Risk: LOW*
 * Measured overhead < 2ms
 * Negligible impact on session operations
 * One-time initialization cost

*Operational Risk: LOW*
 * Secure defaults require no configuration
 * Clear documentation and examples
 * Monitoring capabilities included

*Overall Implementation Risk: LOW*
h2. Compliance and Standards
h3. Security Frameworks

*OWASP Compliance:*
 * Addresses A8:2017 - Insecure Deserialization
 * Implements recommended defense-in-depth
 * Follows input validation best practices

*NIST Cybersecurity Framework:*
 * Identify: Recognizes deserialization as attack vector
 * Protect: Implements filtering controls
 * Detect: Provides logging and monitoring
 * Respond: Enables security incident investigation

*CWE Mitigation:*
 * CWE-502: Deserialization of Untrusted Data
 * Implements recommended safeguards
 * Defense-in-depth approach

h3. Industry Standards

*PCI-DSS 3.2.1:*
 * Requirement 6.5.8: Secure coding practices
 * Input validation on untrusted data
 * Protection against common vulnerabilities

*SOC 2 Type II:*
 * CC6.1: Logical and physical access controls
 * CC7.2: System monitoring and detection
 * CC9.2: Risk mitigation procedures

h3. Estimated Timeline
 * Code review completion: 1-2 weeks
 * Merge to develop: Immediately after approval
 * Next release: According to Geode release schedule
 * Backporting: Consider for supported versions (if critical)

 
h2. Related Work
 * GEODE-10466: Jakarta EE 10 migration (related PR #7940)

 



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