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Soar 101: Security, Orchestration, Automation, and Response

Security, Orchestration, Automation, and Response (SOAR) is still a foreign concept to some but has rapidly evolved into a necessity for high-performing SOCs. SOCs without a SOAR β€” or without meaningful automation β€” will struggle with manual repetition, duplicate alerts, and slow response times as they scale. With SOAR, many of these problems can be addressed or reduced.

While SOAR isn’t a β€œsilver bullet” by any means, the operational impacts are real because of the power it gives a SOC to optimize workflows, centralize security alert management, and minimize threat response time (or mean time to resolution). According to the Ponemon Institute, organizations can receive on average upwards of 17,000 malware alerts per week. The BHIS Active SOC reduced overall ticket volume by roughly 60% through intelligent alert grouping β€” consolidating related signals into single cases instead of working them as individual alerts.

How SOAR Works

To understand how this is possible, we need to discuss what SOAR is and how it works. A SOAR is a platform specialized primarily around security use cases. This platform serves as a centralized hub for data enrichment, integrations, and response actions, all of which take place in the context of β€œplaybooks.” Think of a playbook as a flowchart, where each step performs a specific operation.

At the top of the flowchart, data (let’s say an EDR alert) initially enters the playbook. As it continues, decision points control the directional flow, API requests gather additional data or perform actions, and finally, there is some sort of output. So, a SOAR is really a technologyβ€”a curated set of tools and processes that work together to automate what can be wisely automated so as to serve as a happy medium between total manual management and total automation to maximize a SOC team’s ability to respond quickly and appropriately despite the problems and time constraints that the team encounters due to sheer volume.

Real-World Application

Consider a real-world example: Suppose that a device triggers a low-confidence EDR alert. Since it’s low-confidence, the EDR doesn’t take any action and sends it to the SOAR. The SOAR makes an API call out to VirusTotal (a service for detecting malware) with the indicators of compromise (IOCs) of the alert. If the IOCs return as malicious, the SOAR reaches back to the EDR, which in turn, isolates the host.

Now let’s say that this EDR alert fired 100 times, each on a different signature, all on the same host. Let’s also say that network detections for Command and Control also started firing related to that user. With a SOAR, all of those disparate signals could be condensed into one singular Case, rather than a number of individual alerts. Using logic within your SOAR playbooks, you could group all these events together based on numerous field values, going a layer deeper than you normally could with a SIEM, which usually just allows for the suppression of duplicates.

Challenges of Implementing SOAR

Now that you understand the potential power of a SOAR, you might be asking, β€œHayden, why isn’t everyone using a SOAR then?” There are a few good reasons for that:

  1. A high price tag: While some offerings are maybe tens of thousands a year, some of the larger enterprise offerings could run you hundreds of thousands a year just to purchase the product.
  2. Required expertise: A SOAR is a very powerful, but very delicate, tool. Used correctly, it could do the work of several FTEs for your team; used incorrectly, at best it may not work as you want, and at worst it could cause runaway scenarios of automated containment or remediation. Having qualified SOAR engineers on your team is critical to extract the true value of the technology.
  3. Implementation effort: Even the most expensive SOAR won’t solve all your problems immediately. Like any technology, it will require maintenance and updates, but with a SOAR, you also have to build many of the functions that you need or at least cater them to your use cases.

The Bottom Line

It may sound like I’m trying to convince you that a SOAR isn’t worth the effort, but that couldn’t be further from the truth. On the contrary, SOAR is becoming an expectation for any high-performing SOC, rather than a nice-to-have. As volume and complexity of alerts increase, a SOAR becomes essential to respond quickly and adequately to these alerts.

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AI In SOC

As AI becomes increasingly utilized throughout the security space, it's important to consider how it should be used most effectively. We've all seen companies adding AI into every offering and function they perform, often as much as possible.

In security operations, this creates a divide between two types of companies:

  1. Companies that rely primarily on AI to do the work
  2. Companies that enable their operators to become higher performers through the use of AI

Both types address a clear problem: volume. Anyone who has worked in a SOC knows that alert volume results in burnout, limits the number of customers you can support, and takes time away from more important tasks. Using AI to accelerate triage of high-volume, lower-complexity alerts is a practical and effective strategy. It frees analysts to focus on the ambiguous cases that require human judgment. With the right context and data, AI can meaningfully assist in distinguishing malicious from benign activity β€” but "most of the time" isn't good enough when a miss means a breach. AI augments the analyst; it doesn't replace their judgment.

That said, keeping a human in the loop is critical for the fringe cases: AI hallucination, highly complex technical investigations, and even situations where attackers attempt to fool the models with injection or evasion techniques.

Let's talk about some ways you can be the second type of company: the one that enables operators rather than replaces them.



AI for Triage Enhancement

Utilizing AI for enhancement of the triage process is something all security operation centers should be doing right now. While AI may occasionally be wrong or may hallucinate, anyone not taking advantage of it to work across the huge amount of data that SOCs process will fall behind their competitors.

I'm not suggesting that an AI model should be constantly closing alerts. Instead, consider this: Could an AI elevate alerts that would otherwise not have been investigated?

All SOCs process swathes of low-fidelity or low-severity alerts that are usually suppressed, deduplicated, or closed out through automation. What if you could use an AI model to review these alerts that would've been closed anyway and elevate those requiring human response to higher priorities? The worst-case scenarioβ€”a false negativeβ€”isn't applicable here. These alerts wouldn't have received much attention anyway. In the ideal scenario, you could intelligently review alerts your analysts wouldn't have looked at otherwise, escalating truly concerning activity for a human to look at.

AI for Quality Assurance

Another clear use case for AI in SOCs is quality assurance. Many QA checks on investigations are random, but what if you could curate a set of prompts that tasks AI with looking for common mistakes within your investigations and notifies a human to review them?

The AI could highlight the causes for concern, providing a starting point for the human analyst. It could even offer suggestions to both the reviewer and the analyst, making note of possible improvements. The higher quality the QA prompts, the better the feedback.

AI for Validation

Similar to the first use case mentioned, AI could validate analyst investigations and look for logical gaps or potential blind spots. Effectively, it could be used to provide top cover for analysts, giving them more space to triage quicker without chasing down every lead, knowing that the model (ideally trained on past cases!) is fact-checking and logically validating their investigation, freeing them to confidently triage without second-guessing themselves.

Human Augmentation

While AI excels at handling repetitive high-volume tasks, human expertise remains essential for complex investigations, fringe cases, and maintaining accountability. Rather than viewing AI as a cost-cutting tool to reduce headcount (or to take on many more customers with the same headcount), think of it as an investment that multiplies the effectiveness of your existing team. By strategically deploying AI to handle or fact-check routine work, you free your analysts to focus on the sophisticated threats that truly require human judgment and critical thinking.

If you take one thing from this article, I want it to be this:

Using AI to augment your operators may not show the same immediate "return" as replacing them, but, over time, it will increase your service quality tenfold.

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