IP Library Granted Patent US 10,158,668
Granted Patent B2
US 10,158,668 · App. 15/904,109 · Granted Dec 18, 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 10,158,668
App. No.
15/904,109
Granted
Dec 18, 2018
Kind
B2
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 (33)

1. A method comprising:

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

(b) classifying, by the server, the first user interaction into a category of a plurality of categories, each of the plurality of categories associated with one or more interactions with the simulated phishing campaign and mapped to one of the plurality of user groups; and

(c) including, by the server responsive to the classification, the user in a second user group mapped to the category.

2. The method of claim 1 , further comprising receiving, by the server, a second indication of a second predetermined event associated with the user and classifying, by the server, the second predetermined event into a second category of the plurality of categories.

3. The method of claim 2 , further comprising including, by the server responsive to classifying the second predetermined event, the user in a third user group mapped to the second category.

4. The method of claim 2 , wherein the second predetermined event comprises a predetermined interaction by the user with training of the user regarding phishing communications.

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

6. The method of claim 1 , wherein the predetermined user group is designated as a user group for tracking training of users regarding simulated phishing communications communicated to the first user group.

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

8. The method of claim 1 , further comprising classifying, by the server, a second user interaction of the user into a second category of the plurality of categories and including the user in a third user group mapped to the second category.

9. A system comprising:

a server comprising one or more processors, coupled to memory, configured with a plurality of user groups comprising a first user group and a second user group; and

a manager of the server configured to:

receive a first indication of a first user interaction associated with a simulated phishing communication of a simulated phishing campaign to a user of the first user group of the plurality of user groups;

classify the first user interaction into a category of a plurality of categories, each of the plurality of categories associated with one or more interactions with the simulated phishing campaign and mapped to one of the plurality of user groups; and

include, responsive to the classification, the user in the second user group mapped to the category.

10. The system of claim 9 , wherein the manager is further configured to receive a second indication of a second predetermined event associated with the user and classifying, by the manager, the second predetermined event into a second category of the plurality of categories.

11. The system of claim 10 , wherein the manager is further configured to include, responsive to classifying the second predetermined event, the user in a third user group mapped to the second category.

12. The system of claim 10 , wherein the second predetermined event comprises a predetermined interaction by the user with training of the user regarding phishing communications.

13. The system of claim 9 , wherein the first user group is designated as a user group for which to communicate simulated phishing communications of a simulated phishing campaign.

14. The system of claim 9 , wherein the predetermined user group is designated as a user group for tracking training of users regarding simulated phishing communications communicated to the first user group.

15. The system of claim 9 , wherein the first user interaction comprises a predetermined number of times the user has interacted with one or more simulated phishing communications.

16. The system of claim 9 , wherein the manager is further configured to classify a second user interaction of the user into a second category of the plurality of categories and including the user in a third user group mapped to the second category.

17. A system comprising:

a server comprising one or more processors, coupled to memory, configured with a plurality of user groups comprising a first user group and a second user group, wherein at least one of the first group or the second group is associated with an interaction of a simulated phishing campaign; and

a manager of the server configured to:

track a number of interactions of a user associated with one or more simulated phishing communications of the simulated phishing campaign communicated to the user of the first user group;

determine that the number of interactions has reached a predetermined threshold; and

include, responsive to the determination, the user in the second user group of the plurality of user groups.

18. The system of claim 17 , wherein the predetermined threshold is assigned to the first user group.

19. The system of claim 17 , wherein the predetermined threshold is unique to a type of interaction.

20. The system of claim 17 , wherein the predetermined threshold is assigned to the user.

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 Feb 23, 2018
From: KRAS, GREG; IRIMIE, ALIN
To: KNOWBE4, INC.
Reel/Frame 045024/0429 →