PCI DSS v4.0.1 – Control Objectives & Key Points

Requirement-wise control objectives, key timing values, and SAQ types in a single blue reference page.

Requirements 1–4

Network security, secure configurations, stored data protection, and cryptography in transit.

Req 1 – Install & Maintain Network Security Controls

Sub Control Objectives

1.1 Processes and mechanisms for installing and maintaining NSCs are defined and understood.
1.2 Network security controls are configured and maintained.
1.3 Network access to/from the CDE is restricted.
1.4 Connections between trusted and untrusted networks are controlled.
1.5 Risks to CDE from devices on untrusted networks are mitigated.

Req 2 – Apply Secure Configurations to All System Components

Sub Control Objectives

2.1 Processes and mechanisms for applying secure configurations are defined and understood.
2.2 System components are configured and managed securely.
2.3 Wireless environments are configured and managed securely.

Req 3 – Protect Stored Account Data

Sub Control Objectives

3.1 Processes and mechanisms for protecting stored account data are defined and understood.
3.2 Storage of account data is kept to a minimum.
3.3 Sensitive authentication data is not stored after authorization.
3.4 Access to full PAN displays and copy ability are restricted.
3.5 PAN is secured wherever it is stored.
3.6 Cryptographic keys used to protect stored account data are secured.
3.7 Key-management processes covering all aspects of the key lifecycle are defined and implemented.

Req 4 – Protect CHD with Strong Cryptography in Transit

Sub Control Objectives

4.1 Processes and mechanisms for protecting CHD with strong cryptography in transit are defined and understood.
4.2 PAN is protected with strong cryptography during transmission.

Requirements 5–8

Malware protection, secure development, access control, and strong authentication.

Req 5 – Protect Systems and Networks from Malicious Software

Sub Control Objectives

5.1 Processes and mechanisms for protecting against malicious software are defined and understood.
5.2 Malicious software is prevented, or detected and addressed.
5.3 Anti-malware mechanisms and processes are active, maintained, and monitored.
5.4 Anti-phishing mechanisms protect users against phishing attacks.

Req 6 – Develop and Maintain Secure Systems and Software

Sub Control Objectives

6.1 Processes and mechanisms for developing and maintaining secure systems and software are defined and understood.
6.2 Bespoke and custom software are developed securely.
6.3 Security vulnerabilities are identified and addressed.
6.4 Public-facing web applications are protected against attacks.
6.5 Changes to all system components are managed securely.

Req 7 – Restrict Access by Business Need to Know

Sub Control Objectives

7.1 Processes and mechanisms for restricting access by business need to know are defined and understood.
7.2 Access to system components and data is appropriately defined and assigned.
7.3 Access is managed via access control system(s).

Req 8 – Identify Users and Authenticate Access

Sub Control Objectives

8.1 Processes and mechanisms for identifying users and authenticating access are defined and understood.
8.2 User and administrator accounts are strictly managed throughout their lifecycle.
8.3 Strong authentication for users and administrators is established and managed.
8.4 MFA is implemented to secure access into the CDE.
8.5 MFA systems are configured to prevent misuse.
8.6 Application and system accounts and authentication factors are strictly managed.

Requirements 9–12

Physical security, logging and monitoring, testing, and governance.

Req 9 – Restrict Physical Access to Cardholder Data

Sub Control Objectives

9.1 Processes and mechanisms for restricting physical access to CHD are defined and understood.
9.2 Physical access controls manage entry into facilities and systems containing CHD.
9.3 Physical access for personnel and visitors is authorized and managed.
9.4 Media with CHD is securely stored, accessed, distributed, and destroyed.
9.5 POI devices are protected from tampering and unauthorized substitution.

Req 10 – Log and Monitor All Access

Sub Control Objectives

10.1 Processes and mechanisms for logging and monitoring all access are defined and understood.
10.2 Audit logs support detection of anomalies, suspicious activity, and forensic analysis.
10.3 Audit logs are protected from destruction and unauthorized modifications.
10.4 Audit logs are reviewed to identify anomalies or suspicious activity.
10.5 Audit log history is retained and available for analysis.
10.6 Time-synchronization mechanisms support consistent time settings across all systems.
10.7 Failures of critical security control systems are detected, reported, and responded to promptly.

Req 11 – Test Security of Systems and Networks Regularly

Sub Control Objectives

11.1 Processes and mechanisms for regularly testing security are defined and understood.
11.2 Wireless access points are identified, monitored, and unauthorized ones addressed.
11.3 External and internal vulnerabilities are regularly identified, prioritized, and addressed.
11.4 Penetration testing is regularly performed and exploitable weaknesses are corrected.
11.5 Network intrusions and unexpected file changes are detected and responded to.
11.6 Unauthorized changes on payment pages are detected and responded to.

Req 12 – Support Information Security with Policies & Programs

Sub Control Objectives

12.1 A comprehensive information security policy governing protection of information assets is known and current.
12.2 Acceptable use policies for end-user technologies are defined and implemented.
12.3 Risks to the CDE are formally identified, evaluated, and managed.
12.4 PCI DSS compliance is managed.
12.5 PCI DSS scope is documented and validated.
12.6 Security awareness education is an ongoing activity.
12.7 Personnel are screened to reduce risks from insider threats.
12.8 Risk from third-party service provider relationships is managed.
12.9 Third-party service providers support their customers' PCI DSS compliance.
12.10 Suspected and confirmed security incidents impacting the CDE are responded to immediately.

Key Timing & Concept Values

Quick PCI DSS v4.0.1 reference for exams, workshops, and gap assessments.

Item Value Very Short Explanation (PCI DSS 4.0.1)
Password change 90 Days Standard password rotation for high‑risk accounts
PCIDSS Current Version 4.0.1 (2024) Latest maintenance update to v4.0
PCIDSS born in 2004 First release of PCI DSS
Account inactivity lockout 90 Days Dormant accounts must be disabled
Firewall review 6 Months Rule sets must be validated regularly
Audit logs retention 12 months + 3 months online Required for forensic readiness
Inbound/Outbound restrictions Least privilege Only necessary traffic allowed
Physical access logs 3 Months Track physical entry to secure areas
DMZ Network segmentation Isolates public‑facing systems
Internal vulnerability scan Quarterly Required for internal security posture
External vulnerability scan ASV Must be performed by PCI‑approved vendor
Penetration testing Annually / major change Validates security controls
FIM Detects unauthorized changes Required for critical files
Policy review Annually Ensures policies remain current
PCI DSS 3.2.1 retired March 2024 Fully replaced by v4.0
TRA Entity‑defined frequency Allows flexibility for some controls
TRA approval Senior management Must approve risk‑based decisions
AOC Attestation of Compliance Formal validation of PCI status
Internal scans mandatory From v4.0 Strengthened scanning requirements
MFA mandatory All devices MFA required for all CDE access
Payment script review 7 days or change Detects tampering on payment pages
Phishing‑resistant MFA FIDO2 / WebAuthn Strongest MFA category
ROC/SAQ output AOC Required compliance evidence
Customized controls TRA required Must meet objective in Annex D
Compensating controls Senior management Must justify why standard control not met
Access rights review 6 Months Ensures least privilege is maintained
AOC findings < 12 months Findings must be current
Ecommerce with checkout page SAQ AEP Merchant website influences payment page
Req 11.6.1 Tamper detection Protects payment pages from modification
Idle session timeout 15 minutes Reduces risk of unattended sessions
Access review frequency 6 Months Required periodic access validation
Failed auth lockout 30 minutes Prevents brute‑force attacks
Customised Approach objective Annex D Defines security objective for alternatives
Non-console admin access Strong crypto Protects remote admin sessions
Who submits ROC Level 1 merchants/providers Highest‑volume entities
Req 7.2.1 principle Deny‑all by default Only explicit access allowed
Scope confirmation Annual + major change Ensures accurate PCI boundaries
Major change in 8.4.2 MFA for all CDE access Stronger authentication requirement
Cloud shared responsibility Shared model Provider + customer both responsible
PAN unreadable method SHA256 + salt Approved method for unreadability
Customised control acceptance TRA + Annex D Must meet stated objective
CDE definition People, processes, tech All components handling CHD

SAQ Types

High-level mapping of Self-Assessment Questionnaires to common merchant scenarios.

SAQ Type Scope Summary
SAQ A Fully outsourced payments, no card data on your systems.
SAQ B Old‑style dial‑out terminals only.
SAQ EP E‑commerce site + outsourced payments, but your website still matters.
SAQ P2PE Using validated encrypted terminals that reduce PCI scope.