SecurityFinancialOS overview

Security controls for operator access and financial data handling.

FinancialOS is built as a server-centric financial planning system with authenticated access, private storage, environment-managed secrets, and server-side ownership enforcement.

Access

Authenticated sessions

Financial workflows are gated behind authenticated operator sessions instead of a production mock identity.

Storage

Private document bucket

Sensitive statement files are stored privately and only accessed through server-side signed URL and download flows.

Transport

TLS and managed secrets

Browser traffic is served over HTTPS and production secrets remain in the deployment environment.

Operational requirements

Admin security expectations

  • Enable MFA on Supabase, Vercel, GitHub, and the primary email account
  • Limit production access to authorized operators only
  • Rotate secrets after exposure or role changes
  • Review security-impacting changes before deployment
  • Maintain audit-oriented visibility for sensitive workflows
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