Payment Security Learning Projects

Goal: Build practical expertise in payment security by implementing core controls (validation, tokenization, encryption), understanding PCI scope, and producing auditable, compliant artifacts.

This directory contains comprehensive, expanded project guides for learning credit card security and payment systems. Each project file provides deep theoretical foundations, complete specifications, solution architectures, implementation guides, and resources to enable independent learning.

Overview

Payment security sits at the intersection of cryptography, distributed systems, compliance, and real-world financial infrastructure. These projects progressively build your understanding from basic card validation to full payment ecosystem simulation.

Payment Data Boundaries

Payment systems live or die by data boundaries: where PANs can exist, how they move, and who can touch them. You need to draw a clear boundary between the Cardholder Data Environment (CDE) and everything else to reduce scope and risk.

Cryptographic Controls and Key Management

Payments rely on strong symmetric encryption, deterministic tokenization, and strict key lifecycle controls. Key custody, rotation, and HSM-backed operations are as important as the algorithms themselves.

Transaction Flow and Compliance Guarantees

Authorization, capture, and settlement have different security requirements. Compliance (PCI DSS, PCI PIN, 3DS) enforces minimal guarantees that must be reflected in system design.

Concept Summary Table

Concept Cluster What You Need to Internalize
Data classification PAN vs token, CDE boundaries, data minimization.
Cryptography AES, KDFs, tokenization, key hierarchy.
Transaction security Auth vs settlement, 3DS, P2PE.
Compliance PCI DSS scope, audit controls, evidence.
Risk controls Rate limits, fraud signals, logging.

Deep Dive Reading by Concept

Concept Book & Chapter
PCI DSS PCI DSS v4.0 — Requirements overview
Tokenization PCI Tokenization Guidelines — Implementation sections
Crypto in payments Cryptography Engineering — Ch. 6-9
Payment flows Payment Systems in the U.S. — transaction chapters
Fraud controls The Anatomy of the Payment Card Industry — risk sections

Projects

# Project Difficulty Focus Area
P01 Card Number Validator & BIN Intelligence Service Beginner Data Validation, PAN Structure
P02 Payment Tokenization Vault Intermediate Cryptography, Token Architecture
P03 Point-to-Point Encryption (P2PE) Simulator Advanced Key Management, HSM Concepts
P04 3D Secure Authentication Flow Intermediate-Advanced Protocol Design, Web Security
P05 Mini Payment Gateway with PCI-Compliant Architecture Advanced Compliance, System Architecture
P06 Full Payment Processing Simulator (Capstone) Expert Full Integration, Distributed Systems
┌─────────────────────────────────────────────────────────────────────────┐
│                        PAYMENT SECURITY LEARNING PATH                    │
├─────────────────────────────────────────────────────────────────────────┤
│                                                                          │
│  Week 1: Foundation                                                      │
│  ┌──────────────────────┐                                               │
│  │ P01: Card Validator  │  ← Start here (weekend project)               │
│  │     & BIN Service    │                                               │
│  └──────────┬───────────┘                                               │
│             │                                                            │
│  Week 2-3: Core Concept                                                  │
│             ▼                                                            │
│  ┌──────────────────────┐                                               │
│  │ P02: Tokenization    │  ← THE core concept in modern payments        │
│  │        Vault         │                                               │
│  └──────────┬───────────┘                                               │
│             │                                                            │
│  Week 4-6: Specialization (choose one path)                              │
│             ├─────────────────────────┐                                  │
│             ▼                         ▼                                  │
│  ┌──────────────────────┐  ┌──────────────────────┐                     │
│  │ P03: P2PE Simulator  │  │ P04: 3D Secure Flow  │                     │
│  │   (Card-Present)     │  │   (E-Commerce)       │                     │
│  └──────────┬───────────┘  └──────────┬───────────┘                     │
│             │                         │                                  │
│  Week 7-10: Integration              │                                  │
│             └─────────────┬───────────┘                                  │
│                           ▼                                              │
│  ┌──────────────────────────────────────┐                               │
│  │ P05: Mini Payment Gateway            │                               │
│  │      (PCI-Compliant Architecture)    │                               │
│  └──────────────────┬───────────────────┘                               │
│                     │                                                    │
│  Month 3+: Mastery  ▼                                                    │
│  ┌──────────────────────────────────────┐                               │
│  │ P06: Full Payment Processing         │  ← Complete ecosystem         │
│  │      Simulator (Capstone)            │                               │
│  └──────────────────────────────────────┘                               │
│                                                                          │
└─────────────────────────────────────────────────────────────────────────┘

Core Concepts Covered

Data Classification & Protection

  • Primary Account Number (PAN) handling
  • Cardholder Data Environment (CDE) boundaries
  • What data can be stored vs. what must never touch disk

Cryptographic Primitives in Payments

  • Symmetric encryption (AES-256 for data at rest)
  • Key hierarchy and derivation (DUKPT, TR-31)
  • HSM operations and key ceremonies
  • Digital signatures for transaction integrity

Tokenization Architecture

  • Format-preserving tokenization
  • Vault design and token-to-PAN mapping
  • Token scoping (merchant, channel, device)

Transaction Flow Security

  • Point-to-Point Encryption (P2PE)
  • 3D Secure authentication
  • Authorization vs. settlement
  • EMV chip cryptograms

Compliance & Standards

  • PCI DSS requirements (and why they exist)
  • PA-DSS for payment applications
  • PIN security (PCI PIN)

Essential Standards Reference

Standard What It Covers Where to Get It
PCI DSS v4.0 Overall card data security pcisecuritystandards.org
PA-DSS Payment application security pcisecuritystandards.org
PCI PIN PIN entry device security pcisecuritystandards.org
EMV Chip card specifications emvco.com
3D Secure 2.x Online authentication emvco.com
ISO 8583 Transaction message format ISO store
ANSI X9.24 DUKPT key management ANSI store
NIST SP 800-38G Format-preserving encryption nist.gov

Prerequisites

Before starting these projects, ensure you have:

  • Programming: Proficiency in C (for projects 1-3, 6), understanding of web development (for project 4)
  • Cryptography Basics: Understanding of symmetric vs asymmetric encryption, hashing
  • Networking: Basic TCP/IP, HTTP/HTTPS concepts
  • Database: SQL fundamentals, understanding of data modeling

Resources

Primary Books

  • “Serious Cryptography, 2nd Edition” by Jean-Philippe Aumasson
  • “Security in Computing” by Charles Pfleeger
  • “Designing Data-Intensive Applications” by Martin Kleppmann
  • “Foundations of Information Security” by Jason Andress
  • “PCI DSS: An Integrated Data Security Standard Guide” by Jim Seaman

Free Documentation

  • PCI DSS v4.0 (pcisecuritystandards.org)
  • EMVCo 3D Secure Specification (emvco.com)
  • NIST SP 800-38G (nist.gov)