IP Library Granted Patent US 10,348,761
Granted Patent B2
US 10,348,761 · App. 15/829,724 · Granted Jul 9, 2019

Systems and methods for situational localization of AIDA

Inventor: Greg Kras (Dunedin, FL)
Assignee: KNOWBE4, INC.
H04L63/1483G06F17/5009G06Q10/06314H04L63/1433
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Quick Facts
Patent No.
US 10,348,761
App. No.
15/829,724
Granted
Jul 9, 2019
Kind
B2
Abstract

The present disclosure describes systems and methods for using for a simulated phishing campaign, information about one or more situations of a user determined from an electronic calendar of the user, A campaign controller may identify/an electronic calendar of a user for which to direct a simulated phishing campaign, determine one or more situations of the user from information stored in the electronic calendar and select either a template from a plurality of templates or a starting action from a plurality of starting actions for the simulated phishing campaign based at least on the one or more situations of the user. The campaign controller may communicate to one or more devices of the user a simulated phishing communication based at least on the respective template or starting action.

Claims (39)

1. A method of using, for a simulated phishing campaign, information about one or more situations of a user determined from an electronic calendar of the user, the method comprising:

(a) identifying, by a campaign controller, an electronic calendar of a user for which to direct a simulated phishing campaign;

(b) determining, by the campaign controller, one or more situations of the user from information stored in the electronic calendar;

(c) selecting, by the campaign controller responsive to the determination, one of a template from a plurality of templates or a starting action from a plurality of starting actions for the simulated phishing campaign based at least on the one or more situations of the user; and

(d) communicating, by the campaign controller, to one or more devices of the user a simulated phishing communication based at least on the respective template or starting action.

2. The method of claim 1 , wherein (a) further comprises identifying, by the campaign controller, a device hosting or providing the electronic calendar of the user.

3. The method of claim 1 , wherein (b) further comprises accessing, by the campaign controller, the electronic calendar of the user.

4. The method of claim 1 , wherein (b) further comprises determining, by the campaign controller, the one or more situations of the user from information stored in the electronic calendar that identifies a location of the user.

5. The method of claim 1 , wherein (b) further comprises determining, by the campaign controller, the one or more situations of the user from information stored in the electronic calendar that identifies a time zone of the user.

6. The method of claim 1 , wherein (b) further comprises determining, by the campaign controller, the one or more situations of the user from information stored in the electronic calendar that identifies the user is scheduled to be at one of a meeting, an event or on a call.

7. The method of claim 1 , wherein (b) further comprises determining, by the campaign controller, the one or more situations of the user from information stored in the electronic calendar that identifies the user is scheduled to be one of traveling, arriving at a location or departing from a location.

8. The method of claim 1 , wherein (b) further comprises determining, by the campaign controller, the one or more situations of the user from information stored in the electronic calendar that identifies the user is one of switching, transitioning or changing from a first situation to a second situation.

9. The method of claim 1 , wherein (c) further comprises selecting, by the campaign controller, the template from the plurality of templates comprising one of a type of simulated phishing communication, a content of the simulated phishing communication or a timing of the simulated phishing campaign based at least on the one or more situations of the user.

10. The method of claim 1 , wherein (c) further comprises selecting, by the campaign controller, the starting action of the plurality of starting actions to comprise one of a type of simulated phishing communication, a content of the simulated phishing communication or a timing of the simulated phishing communication based at least on the one or more situations of the user.

11. The method of claim 1 , wherein a type of the simulated phishing communication comprises one of the following: an email, a text or short message service (SMS) message, a phone call or an Internet based communication.

12. The method of claim 1 , wherein (c) further comprises selecting, by the campaign controller, a persona model associated with one of the template, the starting action or the simulated phishing communication based at least on the one or more situations of the user.

13. The method of claim 1 , further comprising determining, by the campaign controller, a next action for the simulated phishing campaign based on a response from the user to the simulated phishing communication and a second situation of the user determined from information in the electronic calendar of the user.

14. The method of claim 1 , further comprising determining, by the campaign controller, to communicate a second phishing simulation communication of the template for the simulated phishing campaign based on a response from the user to the simulated phishing communication and a second situation of the user determined from information in the electronic calendar of the user.

15. The method of claim 1 , wherein the information about the one or more situations of the user identified from the electronic calendar identifies situational localization information for the campaign controller to use for the simulated phishing campaign.

16. A system of using, for a simulated phishing campaign, information about one or more situations of a user determined from an electronic calendar of the user, the system comprising:

a campaign controller executable on a processor, coupled to memory, the campaign controller configured to:

identify an electronic calendar of a user for which to direct a simulated phishing campaign;

determine one or more situations of the user from information stored in the electronic calendar;

select, responsive to the determination, one of a template from a plurality of templates or a starting action from a plurality of starting actions for the simulated phishing campaign based at least on the one or more situations of the user; and

communicate to one or more devices of the user a simulated phishing communication based at least on the respective template or starting action.

17. The system of claim 16 , wherein the campaign controller is further configured to identify a device hosting or providing the electronic calendar of the user.

18. The system of claim 16 , wherein the campaign controller is further configured to access the electronic calendar of the user.

19. The system of claim 16 , wherein the campaign controller is further configured to determine the one or more situations of the user from information stored in the electronic calendar that identifies a location of the user.

20. The system of claim 16 , wherein the campaign controller is further configured to determine the one or more situations of the user from information stored in the electronic calendar that identifies a time zone of the user.

21. The system of claim 16 , wherein the campaign controller is further configured to determine the one or more situations of the user from information stored in the electronic calendar that identifies the user is scheduled to be at one of a meeting, an event or on a call.

22. The system of claim 16 , wherein the campaign controller is further configured to determine the one or more situations of the user from information stored in the electronic calendar that identifies the user is scheduled to be one of traveling, arriving at a location or departing from a location.

23. The system of claim 16 , wherein the campaign controller is further configured to determine that the one or more situations of the user from information stored in the electronic calendar that identifies the user is one of switching, transitioning or changing from a first situation to a second situation.

24. The system of claim 16 , wherein the campaign controller is further configured to select the template from the plurality of templates comprising one of a type of simulated phishing communication, a content of the simulated phishing communication or a timing of the simulated phishing campaign based at least on the one or more situations of the user.

25. The system of claim 16 , wherein the campaign controller is further configured to select the starting action the plurality of starting actions to comprise one of a type of simulated phishing communication, a content of the simulated phishing communication or a timing of the simulated phishing communication based at least on the one or more situations of the user.

26. The system of claim 16 , wherein a type of the simulated phishing communication comprises one of the following: an email, a text or short message service (SMS) message, a phone call or an Internet based communication.

27. The system of claim 16 , wherein the campaign controller is further configured to select a persona associated with one of the template, the starting action or the simulated phishing communication based at least on the one or more situations of the user.

28. The system of claim 16 , wherein the campaign controller is further configured to determine a next action for the simulated phishing campaign based on a response from the user to the simulated phishing communication and a second situation of the user determined from information in the electronic calendar of the user.

29. The system of claim 16 , wherein the campaign controller is further configured to determine to communicate a second phishing simulation communication of the template for the simulated phishing campaign based on a response from the user to the simulated phishing communication and a second situation of the user determined from information in the electronic calendar of the user.

30. The system of claim 16 , wherein the information about the one or more situations of the user identified from the electronic calendar identifies situational localization information for the campaign controller to use for the simulated phishing campaign.

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 →
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 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNOR NAME PREVIOUSLY RECORDED AT REEL: 044281 FRAME: 0987. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Dec 5, 2017
From: KRAS, GREG
To: KNOWBE4, INC.
Reel/Frame 044689/0464 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 3, 2017
From: SITES, ERIC
To: KNOWBE4, INC.
Reel/Frame 044281/0987 →
Continuity (1)
Related Publication 20190173913A1 · Jun 6, 2019