Start from a neutral baseline and add what matters to you. Criteria are labeled by source — the platform baseline is architecture-neutral; buyer-contributed criteria are shown separately.
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1. Weight what matters
20 criteria
baselineWhat deployment modes does the CASB support — API-based (out-of-band, retroactive visibility) versus inline/proxy (forward or reverse proxy, real-time control) — and which sanctioned/unsanctioned apps are covered by each mode?
baselineDescribe shadow IT discovery methodology (network/proxy log analysis, endpoint agent, or both) and quantify the number of previously-unknown cloud apps typically discovered in a new deployment with a customer reference.
baselineHow does the platform enforce DLP policies specifically within sanctioned SaaS apps (e.g., blocking sensitive file sharing in Google Drive or Slack) — is this real-time inline blocking or after-the-fact detection and alerting only?
baselineWhat is the latency overhead added to sanctioned SaaS app traffic for users when the CASB is deployed inline, and is this measured under realistic production load or lab-only conditions?
baselineDetail adaptive access control capability — can access policy vary by device posture, location, or risk score (e.g., block download on an unmanaged device, allow on a managed one) rather than a single all-or-nothing app-level policy?
baselineHow does the CASB integrate with existing identity (SSO/IdP) and endpoint (EDR/MDM) tooling to inform its risk and policy decisions, versus operating as an isolated data source with no context from the rest of the security stack?
baselineExplain coverage for unmanaged/BYOD devices accessing sanctioned SaaS apps — what visibility and control exists when the device itself has no agent installed, and what is the resulting coverage gap compared to managed devices?
baselineWhat is the false-positive rate for DLP policy violations in sanctioned apps, and what tuning/exception workflow exists for legitimate business use cases that would otherwise trigger a block?
baselineWhat is the pricing model — per user, per sanctioned app, or a flat enterprise tier — and how does cost scale as shadow-IT discovery inherently reveals more apps requiring coverage than initially estimated?
baselineDescribe incident-response capability for a confirmed compromised SaaS account discovered via CASB visibility — can the platform quickly assess what data was accessed through that account, and what is a customer-referenced example?
baselineWhat compliance-evidence generation exists from CASB activity (evidence that cloud-access controls were active and enforced, for a SOC 2 or similar audit), and is this a built-in exportable report or something the customer must assemble manually?
baselineDetail historical trend reporting on shadow-IT discovery and sanctioned-app-adoption trends over time, suitable for demonstrating program maturity to leadership.
baselineHow does this platform relate to the customer's existing SSPM tooling — is CASB a genuinely distinct, access-focused complementary layer, or does it substantially duplicate SaaS posture/governance capability an SSPM platform already provides?
baselineWho within the organization gets access to CASB user-activity data, and is there role-based access control given that this data reveals detailed individual employee cloud-application usage patterns?
baselineHow consistent is CASB coverage and policy enforcement across a global, multi-region workforce — are inline proxy points geographically distributed to avoid adding significant latency for remote regions, or is there a single central point of enforcement?
baselineWhat is a customer-referenced onboarding timeline from contract signature to the platform providing genuinely comprehensive coverage across an existing, large SaaS footprint with significant shadow-IT sprawl already present?
baselineThe proposed cloud computing solution shall be configured, deployed, and managed to meet security, privacy, legal, ethical and compliance requirements; bidder to enable the financial institution in performing audit/review of IT controls of the CSP as and when required.
baselineVendor platform should have capability to collect logs from most standard platforms (Windows, Linux, AIX, Solaris, Firewall, network and other security devices), standard network/security devices, databases, web servers, cloud services (AWS/Azure), SaaS solutions, and O365.
baselineZero Trust Phase 1 planning: Contractor shall develop technical requirements/implementation plans for Defender for Servers & Cloud Apps (CASB) integration, migration from traditional VPNs to a SASE model, and Security Orchestration, Automation and Response (SOAR) with Conditional Access — engineering automated response playbooks and identity-centric access policies.
baselineSolution should integrate cloud-hosted platforms into the SIEM (event and network flow data) and perform deep packet forensics analysis on packets integrated from a packet analysis solution; provide connectors for the full device inventory in Annexure 1 with custom parser coding at no additional fee.
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Platform baseline
neutral · staff-reviewed
RFIWhat deployment modes does the CASB support — API-based (out-of-band, retroactive visibility) versus inline/proxy (forward or reverse proxy, real-time control) — and which sanctioned/unsanctioned apps are covered by each mode?Answer key — what a strong answer shows
API-mode and inline-mode CASB have very different real-time enforcement capability; a vendor should be explicit about which apps get real-time inline control versus after-the-fact API-based visibility only.
RFPDescribe shadow IT discovery methodology (network/proxy log analysis, endpoint agent, or both) and quantify the number of previously-unknown cloud apps typically discovered in a new deployment with a customer reference.Answer key — what a strong answer shows
Look for a concrete discovered-app-count figure from a real deployment; 'comprehensive shadow IT visibility' without a number is a marketing claim, not evidence.
RFIHow does the platform enforce DLP policies specifically within sanctioned SaaS apps (e.g., blocking sensitive file sharing in Google Drive or Slack) — is this real-time inline blocking or after-the-fact detection and alerting only?Answer key — what a strong answer shows
Real-time inline blocking prevents the exposure; after-the-fact detection only informs the team once data has already left, which is a materially weaker protection posture.
RFIWhat is the latency overhead added to sanctioned SaaS app traffic for users when the CASB is deployed inline, and is this measured under realistic production load or lab-only conditions?Answer key — what a strong answer shows
Ask for a real measured latency figure under production load; inline security tools that add unmeasured, unbounded latency create real user-experience friction that drives shadow-IT workarounds.
RFPDetail adaptive access control capability — can access policy vary by device posture, location, or risk score (e.g., block download on an unmanaged device, allow on a managed one) rather than a single all-or-nothing app-level policy?
From other buyers
crowdsourced · anonymized
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No buyer-contributed criteria yet
Verified buyers can suggest criteria (anonymized before pooling).
Answer key — what a strong answer shows
Context-aware, adaptive policy (varying by device/location/risk) is materially more useful than a blunt allow/block toggle per app; ask for specific examples of policy conditions supported.
RFIHow does the CASB integrate with existing identity (SSO/IdP) and endpoint (EDR/MDM) tooling to inform its risk and policy decisions, versus operating as an isolated data source with no context from the rest of the security stack?Answer key — what a strong answer shows
Integration with identity and endpoint context (not operating in isolation) allows genuinely risk-adaptive policy; a CASB with no such integration is limited to blunt, context-free rules.
RFPExplain coverage for unmanaged/BYOD devices accessing sanctioned SaaS apps — what visibility and control exists when the device itself has no agent installed, and what is the resulting coverage gap compared to managed devices?Answer key — what a strong answer shows
Reverse-proxy CASB modes can offer some agentless control on unmanaged devices; the vendor should candidly describe what's simply not achievable without an agent rather than implying full parity.
RFIWhat is the false-positive rate for DLP policy violations in sanctioned apps, and what tuning/exception workflow exists for legitimate business use cases that would otherwise trigger a block?Answer key — what a strong answer shows
A vendor unable to state an approximate false-positive rate likely hasn't measured production accuracy; a fast, low-friction exception workflow matters since DLP false positives directly block real business activity.
RFIWhat is the pricing model — per user, per sanctioned app, or a flat enterprise tier — and how does cost scale as shadow-IT discovery inherently reveals more apps requiring coverage than initially estimated?Answer key — what a strong answer shows
Same tension as other discovery-driven categories: successful shadow-IT discovery inherently increases the counted app population — ask explicitly how pricing handles a large post-onboarding jump in discovered apps.
RFPDescribe incident-response capability for a confirmed compromised SaaS account discovered via CASB visibility — can the platform quickly assess what data was accessed through that account, and what is a customer-referenced example?Answer key — what a strong answer shows
Strong answers describe a fast, specific forensic capability for a confirmed compromise, not just preventive posture monitoring.
RFIWhat compliance-evidence generation exists from CASB activity (evidence that cloud-access controls were active and enforced, for a SOC 2 or similar audit), and is this a built-in exportable report or something the customer must assemble manually?Answer key — what a strong answer shows
Native compliance-evidence generation is materially more valuable than raw activity logs requiring manual compilation for every audit cycle.
RFPDetail historical trend reporting on shadow-IT discovery and sanctioned-app-adoption trends over time, suitable for demonstrating program maturity to leadership.Answer key — what a strong answer shows
Trend-over-time reporting is a distinct capability from a real-time app-inventory dashboard — confirm this exists as a maintained, exportable report.
RFIHow does this platform relate to the customer's existing SSPM tooling — is CASB a genuinely distinct, access-focused complementary layer, or does it substantially duplicate SaaS posture/governance capability an SSPM platform already provides?Answer key — what a strong answer shows
This is a real, common buyer question given the functional overlap with SSPM's own SaaS-focused capabilities — a vendor should give an honest answer about the boundary and complementarity.
RFPWho within the organization gets access to CASB user-activity data, and is there role-based access control given that this data reveals detailed individual employee cloud-application usage patterns?Answer key — what a strong answer shows
Individual employee cloud-usage data is sensitive from both a security and employee-privacy perspective — role-based access control over this specific data is an often-overlooked consideration.
RFIHow consistent is CASB coverage and policy enforcement across a global, multi-region workforce — are inline proxy points geographically distributed to avoid adding significant latency for remote regions, or is there a single central point of enforcement?Answer key — what a strong answer shows
A single central enforcement point can add real, region-dependent latency for a geographically distributed workforce — ask for a specific answer on geographic distribution of enforcement infrastructure.
RFIWhat is a customer-referenced onboarding timeline from contract signature to the platform providing genuinely comprehensive coverage across an existing, large SaaS footprint with significant shadow-IT sprawl already present?Answer key — what a strong answer shows
Strong answers give a concrete, customer-validated timeline for a realistic existing-sprawl scenario (not a small greenfield deployment), and are honest about the customer-side effort required.
RFPThe proposed cloud computing solution shall be configured, deployed, and managed to meet security, privacy, legal, ethical and compliance requirements; bidder to enable the financial institution in performing audit/review of IT controls of the CSP as and when required.
RFPVendor platform should have capability to collect logs from most standard platforms (Windows, Linux, AIX, Solaris, Firewall, network and other security devices), standard network/security devices, databases, web servers, cloud services (AWS/Azure), SaaS solutions, and O365.
RFPZero Trust Phase 1 planning: Contractor shall develop technical requirements/implementation plans for Defender for Servers & Cloud Apps (CASB) integration, migration from traditional VPNs to a SASE model, and Security Orchestration, Automation and Response (SOAR) with Conditional Access — engineering automated response playbooks and identity-centric access policies.
RFPSolution should integrate cloud-hosted platforms into the SIEM (event and network flow data) and perform deep packet forensics analysis on packets integrated from a packet analysis solution; provide connectors for the full device inventory in Annexure 1 with custom parser coding at no additional fee.