IP Library Granted Patent US 9,742,803
Granted Patent B1
US 9,742,803 · App. 15/481,041 · Granted Aug 22, 2017

Systems and methods for subscription management of specific classification groups based on user's actions

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Quick Facts
Patent No.
US 9,742,803
App. No.
15/481,041
Granted
Aug 22, 2017
Kind
B1
Abstract

Embodiments of the disclosure describe systems and methods for selecting a first group of users, which is selected to receive simulated phishing emails as part of a simulated phishing campaign, and adding users to a second group of users based upon those selected users interacting with a simulated phishing email that is part of a simulated phishing campaign; tracking the completion of remediation training related to phishing emails by users in the second group of users and receiving one or more indications that the users in the second group of users have completed remedial training; and automatically adding users, who are members of the second user group, to the first user group, to a third user group, or to a predetermined user group responsive to the one or more indications that the users in the second group of users have completed remedial training.

Claims (39)

1. A method for adding users to user groups based on a user's interactions with simulated phishing emails, the method comprising:

(a) receiving, by a server comprising a processor coupled to memory, a selection of a first user group for which to communicate simulated phishing emails of a simulated phishing campaign and a second user group for which to add those users that interact with a simulated phishing email, the second user group selected for electronically tracked remediation training of users regarding phishing emails;

(b) receiving, by the server, a first indication that a user of the first user group interacted with the simulated phishing email;

(c) automatically adding, by the server responsive to the first indication, the user of the first user group to the second user group;

(d) receiving, by the server, a second indication that the user completed the electronically tracked remediation training regarding phishing emails; and

(e) automatically adding, by the server responsive to the second indication, the user of the second user group to one of the first user group or a third user group.

2. The method of claim 1 , wherein (a) further comprises receiving, by the server, the selection of the first user group and the second user group from a plurality of different user groups.

3. The method of claim 1 , wherein (b) further comprises tracking, by the server, a number of times the user interacted with simulated phishing emails.

4. The method of claim 3 , wherein (c) further comprises automatically adding, by the server, the user of the first user group to the second user group responsive to the number of times reaching a predetermined threshold.

5. The method of claim 1 , wherein (d) further comprises tracking, by the server, a number of courses of the electronically tracked remediation training the user has completed.

6. The method of claim 1 , wherein (e) further comprises automatically adding, by the server, the user of the second user group to a predetermined user group corresponding to one or more courses of a number of courses of the electronically tracked remediation training the user has completed.

7. The method of claim 1 , wherein (e) further comprises adding, by the server, the user of the second user group to the third user group selected for those users that interacted with the simulated phishing email and completed the electronically tracked remediation training.

8. The method of claim 1 , wherein (e) further comprises keeping the user in the second user group while adding the user to one of the first user group or the third user group.

9. A system for adding users to user groups based on a user's interactions with simulated phishing emails, the system comprising:

a server comprising a processor coupled to memory,

configured to receive a selection of a first user group for which to communicate simulated phishing emails of a simulated phishing campaign and a second user group for which to add those users that interact with a simulated phishing email, the second user group selected for electronically tracked remediation training of users regarding phishing emails;

a manager of the server is configured to:

receive a first indication that a user of the first user group interacted with the simulated phishing email and responsive to the first indication, automatically add the user of the first user group to the second user group and

receive a second indication that the user completed the electronically tracked remediation training regarding phishing emails and responsive to the second indication, automatically add the user of the second user group to one of the first user group or a third user group.

10. The system of claim 9 , wherein the server is further configured to receive the selection of the first user group and the second user group from a plurality of different user groups.

11. The system of claim 9 , wherein the server is further configured to track a number of times the user interacted with simulated phishing emails.

12. The system of claim 11 , wherein the server is further configured to automatically add the user of the first user group to the second user group responsive to the number of times reaching a predetermined threshold.

13. The system of claim 9 , wherein the server is further configured to track a number of courses of the electronically tracked remediation training the user has completed.

14. The system of claim 13 , wherein the server is further configured to automatically add the user of the second user group to a predetermined user group corresponding to one or more courses of the number of courses being completed.

15. The system of claim 9 , wherein the server is further configured to add the user of the second user group to the third user group selected for those users that interacted with the simulated phishing email and completed the electronically tracked remediation training.

16. The system of claim 9 , wherein the server is further configured to keep the user in the second user group while adding the user to one of the first user group or the third user group.

17. A method for adding a user to user groups based on events associated with the user, the method comprising:

identifying, via a server comprising a processor coupled to memory, a first user group for which to communicate simulated phishing emails of a simulated phishing campaign, an event associated with the simulated phishing campaign, and a second user group for which to add users to upon detecting the event in connection with the users;

receiving, by the server, an indication of a detection of the event in connection with a user of the first user group; and

automatically adding, by the server responsive to the indication of the detection of the event, the user of the first user group to the second user group.

18. The method of claim 17 , wherein the event comprises a number of times the user interacts with simulated phishing emails.

19. The method of claim 17 , wherein the event comprises a number of courses of the electronically tracked remediation training the user has completed since a last time the user interacted with a simulated phishing email.

20. The method of claim 17 , wherein the event comprises a number of simulated phishing campaigns run since a last time the user interacted with a simulated phishing email.

21. A system for adding a user to specific user groups based on events associated with the user, the method comprising:

a server comprising a processor coupled to memory configured to identify a first user group for which to communicate simulated phishing emails of a simulated phishing campaign, an event associated with the simulated phishing campaign, and a second user group for which to add users to upon detecting the event in connection with the users;

a manager of the server configured to receive an indication of a detection of the event in connection with a user of the first user group, and responsive to the indication of the event, automatically add the user of the first user group to the second user group.

22. The system of claim 21 , wherein the event comprises a number of times the user interacts with simulated phishing emails.

23. The system of claim 21 , wherein the event comprises a number of courses of the electronically tracked remediation training the user has completed since a last time the user interacted with a simulated phishing email.

24. The system of claim 21 , wherein the event comprises a number of simulated phishing campaigns run since a last time the user interacted with a simulated phishing email.

Assignments (7)
PATENT SECURITY AGREEMENT Recorded Aug 8, 2025
From: KNOWBE4, INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 072337/0277 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL RECORDED AT REEL/FRAME: 062627/0001 Recorded Jul 28, 2025
From: BLUE OWL CREDIT INCOME CORP. (FORMERLY KNOWN AS OWL ROCK CORE INCOME CORP.)
To: KNOWBE4, INC.
Reel/Frame 072108/0205 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT REEL/FRAME NO.: 056885/0889 Recorded Feb 2, 2023
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: KNOWBE4, INC.
Reel/Frame 062625/0841 →
PATENT SECURITY AGREEMENT Recorded Feb 2, 2023
From: KNOWBE4, INC.
To: OWL ROCK CORE INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 062627/0001 →
CORRECTIVE ASSIGNMENT TO CORRECT THE THE SECOND INVENTOR'S NAME PREVIOUSLY RECORDED AT REEL: 041888 FRAME: 0479. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Dec 22, 2022
From: KRAS, GREG; IRIMIE, ALIN
To: KNOWBE4, INC.
Reel/Frame 062206/0459 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Mar 12, 2021
From: KNOWBE4, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 056885/0889 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 6, 2017
From: KRAS, GREG; IRIMIE, ALAN
To: KNOWBE4, INC.
Reel/Frame 041888/0479 →