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Operating models

Summary. TrustBridge runs in three models. In the Managed model, an operating partner handles installation, updates, monitoring, and certificate management for an organization that does not want to maintain cryptographic infrastructure of its own. In the Customer Managed model, an organization runs everything itself. In the Federated Hybrid model, organizations using different models work together in the same supply chain. One rule holds in all three: operating a system is not owning its keys. Only the organization's own people grant approvals, its certificate authority's keys live in an HSM assigned to that organization alone, and a change of operator succeeds without handing over private keys.

Terms

  • Operating partner – a company that, in the Managed model, runs a TrustBridge installation for an organization within the scope agreed by contract.
  • Installation – an organization's components: CA worker, HSM, online services, management application, key agents, and TLS adapters.
  • Custodian – a person holding a share of the access to the offline root.
  • CA generation – a set of CA keys and certificates with its own lifetime; a new generation replaces the previous one.

The three models

graph TD
  subgraph M1 [Managed]
    O1[Organization:<br/>approvers, custodians, policies]
    P1[Operating partner:<br/>installation, updates, monitoring]
    H1[HSM<br/>for this organization only]
  end
  subgraph M2 [Customer Managed]
    O2[Organization:<br/>everything in-house]
    H2[HSM<br/>of the organization]
  end
  subgraph M3 [Federated Hybrid]
    X1[Supplier, Managed]
    X2[Enterprise, Customer Managed]
    X3[Partner with its own<br/>enterprise PKI]
  end
  P1 -->|operates| H1
  O1 ==>|approves| H1
  O2 ==>|operates and approves| H2
  X1 ---|relationship| X2
  X2 ---|relationship| X3
  classDef par fill:#deecf9,stroke:#0078d4,color:#201f1e
  classDef onl fill:#f3f2f1,stroke:#605e5c,color:#201f1e
  classDef tcb fill:#fde7e9,stroke:#a4262c,color:#201f1e
  class O1,O2,X1,X2,X3 par
  class P1 onl
  class H1,H2 tcb
  style M1 fill:#ffffff,stroke:#8a8886,color:#201f1e
  style M2 fill:#ffffff,stroke:#8a8886,color:#201f1e
  style M3 fill:#ffffff,stroke:#8a8886,color:#201f1e
ModelFor whomWho operatesWho approves
ManagedSmall and mid-sized businesses that want secure connections to their customers without maintaining their own cryptographic infrastructureThe operating partner, within the contractually agreed scopeThe organization's own people
Customer ManagedLarge enterprises and organizations with their own security infrastructureThe organization itselfThe organization's own people
Federated HybridSupply chains in which organizations use different models or their own PKIsEach organization according to its modelEach organization for itself

Responsibilities in the Managed model

TaskOperating partnerOrganization
Installation and configurationCarries it outSets the requirements
Security updatesCarries them out, within agreed timeframesIs informed
Monitoring and troubleshootingCarries it outIs informed of disruptions
Certificate lifecycle management (renewal, revocation on instruction)Carries it outApproves manual issuances, instructs revocations
Approval of manual orders–The organization's people, with their own approval keys
Trust relationships and policiesSets them up technicallyAgrees on and approves them
Offline root ceremoniesConducts themProvides the custodians
Help with security incidentsAssists, within the agreed scopeDecides on emergency revocation and relationship revocation
Technical supportProvides it–

The operating partner holds no approval keys and none of the key agents' secrets. It can prepare an issuance but cannot trigger one; the trust model explains why control over the database and the management application is not enough for that.

Responsibilities in the Customer Managed model

The organization runs its certificate authorities, private keys, HSMs, policies, relationship approvals, certificates, reviews, and operating procedures itself. WKL supplies the software, its updates, interoperability with other TrustBridge installations and enterprise PKIs, this documentation, and the agreed support.

Working together in the Federated Hybrid model

An organization does not give up its independence by working with others. Every relationship is bilateral, and no organization needs another organization's operator to set one up:

ConstellationHow the relationship comes about
Managed and Customer ManagedBoth installations exchange trust anchors; the operating partner sets up the supplier's side, and the supplier grants the approval
Two organizations with different operating partnersAs above; the operating partners play no role toward each other
TrustBridge and an existing enterprise PKIThe partner brings its PKI's anchor into the relationship and equips the systems involved with a TLS adapter and key agent

Where the keys live

KeyManagedCustomer Managed
Offline rootOffline; accessible only to the organization's custodiansOffline, at the organization
Keys of the issuing CAsAn HSM, or a dedicated HSM partition, assigned exclusively to this organizationThe organization's HSM
Approval keysPersonal hardware tokens of the organization's approversSame as Managed
System and agent keysOn the systems themselvesSame as Managed
Key agents' secretsOnly on the two hosts involvedSame as Managed

Changing operators and ending a cooperation

A change of operator or of model requires no hand-over of private keys. It runs through a new CA generation:

  1. New issuing CA keys are created in the new environment and certified by the organization's root in a ceremony with its custodians.
  2. The organization adds the new generation to its relationships; partners recognize it alongside the old one.
  3. Systems receive certificates from the new generation at their next renewal.
  4. After the transition period, the old generation is revoked and its keys are destroyed in the old HSM; the destruction is logged.

When a cooperation between two organizations ends, each revokes its direction of the relationship; see Federation and bilateral trust. Ledgers and evidence stay with the organization they belong to.

What this page does not define

  • No prices or contract terms. An operating partner's scope, timeframes, and response times are set by the contract with that partner.
  • No obligation to use a particular operator or a subscription. Every organization can change its model.
  • No transfer of responsibility for approvals. In the Managed model, whoever approves is always one of the organization's own people.
en/wiki/pqcrypt/trustbridge/operating-models.txt · Last modified: by Claude Test Contributor