IP Library Granted Patent US 9,906,555
Granted Patent B1
US 9,906,555 · App. 15/674,757 · Granted Feb 27, 2018

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

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Quick Facts
Patent No.
US 9,906,555
App. No.
15/674,757
Granted
Feb 27, 2018
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 (40)

1. A method comprising:

(a) receiving, by server comprising one or more processors coupled to memory, a first indication of a first predetermined event associated with a simulated phishing email of a simulated phishing campaign communicated to a user of a first user group of a plurality of user groups;

(b) including, by the server responsive to receiving the first indication, the user in a second user group that identifies users to receive training regarding phishing emails;

(c) receiving, by the server, a second indication of a second predetermined event associated with the user's training regarding phishing emails; and

(d) including, by the server responsive to the second indication, the user in one of the plurality of user groups.

2. The method of claim 1 , wherein the first user group is designated as a user group for which to communicate simulated phishing emails of the simulated phishing campaign.

3. The method of claim 1 , wherein the second user group is designated as a user group for tracking training of users regarding at least phishing emails communicated to the first user group.

4. The method of claim 1 , wherein the first predetermined event comprises an interaction by the user with the simulated phishing email.

5. The method of claim 1 , wherein the first predetermined event comprises a predetermined number of times the user has interacted with one or more simulated phishing emails.

6. The method of claim 1 , wherein the second predetermined event comprises a predetermined interaction by the user with the user's training regarding phishing emails.

7. The method of claim 1 , wherein the second predetermined event comprises a predetermined number of courses of the training regarding phishing emails that the user has completed.

8. The method of claim 1 , wherein one of the first predetermined event or the second predetermined event comprises a category from a plurality of categories determined from classifying interactions with one of the simulated phishing email or the training regarding phishing emails.

9. The method of claim 1 , wherein (c) further comprises adding, by the server, the user to the second user group.

10. The method of claim 1 , wherein (c) further comprises including, by the server, the user in the first user group and the second user group.

11. The method of claim 1 , wherein (c) further comprises removing, by the server, the user from the first user group.

12. The method of claim 1 , wherein (d) further comprises adding, by the server, the user to the one of the plurality of groups comprising a predetermined group associated with the second predetermined event.

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

14. The method of claim 1 , wherein (d) further comprises removing the user from the second user group.

15. The method of claim 1 , wherein each of the plurality of user groups is mapped to a predetermined event of a plurality of predetermined events.

16. A system comprising:

a server comprising a processor, coupled to memory, configured with a plurality of user groups comprising at least a first user group and a second user group;

a manager of the server configured to:

receive a first indication of a first predetermined event associated with a simulated phishing email of a simulated phishing campaign communicated to a user of a first user group of a plurality of user groups;

include, responsive to receiving the first indication, the user in a second user group that identifies users to receive training regarding phishing emails;

receive a second indication of a second predetermined event associated with the user's training regarding phishing emails; and

include by the server responsive to the second indication, the user in one of the plurality of user groups.

17. The system of claim 16 , wherein the first user group is designated as a user group for which to communicate simulated phishing emails of the simulated phishing campaign.

18. The system of claim 16 , wherein the second user group is designated as a user group for tracking training of users regarding at least phishing emails communicated to the first user group.

19. The system of claim 16 , wherein the first predetermined event comprises a predetermined interaction by the user with the simulated phishing email.

20. The system of claim 16 , wherein the first predetermined event comprises a predetermined number of times the user has interacted with one or more simulated phishing emails.

21. The system of claim 16 , wherein the second predetermined event comprises a predetermined interaction by the user with the user's training regarding phishing emails.

22. The system of claim 16 , wherein the second predetermined event comprises a predetermined number of courses of the training regarding phishing emails that the user has completed.

23. The system of claim 16 , wherein one of the first predetermined event or the second predetermined event comprises a category from a plurality of categories determined from classifying interactions with one of the simulated phishing email or the training regarding phishing emails.

24. The system of claim 16 , wherein the manager is further configured to add the user to the second user group.

25. The system of claim 16 , wherein the manager is further configured to include the user in the first user group and the second user group.

26. The system of claim 16 , wherein the manager is further configured to remove the user from the first user group responsive to the first indication.

27. The system of claim 16 , wherein the manager is further configured to add the user to the one of the plurality of groups comprising a predetermined group associated with the second predetermined event.

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

29. The system of claim 16 , wherein the manager is further configured to remove the user from the second user group responsive to the second indication.

30. The system of claim 16 , wherein each of the plurality of user groups is mapped to a predetermined event of a plurality of predetermined events.

Assignments (6)
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 →
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 Aug 11, 2017
From: KRAS, GREG; IRIMIE, ALIN
To: KNOWBE4, INC.
Reel/Frame 043268/0994 →