IP Library Granted Patent US 10,581,911
Granted Patent B2
US 10,581,911 · App. 16/220,502 · Granted Mar 3, 2020

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

Inventors: Greg Kras (Dunedin, FL); Alin Irimie (Clearwater, FL)
Assignee: KnowBe4, Inc.
H04L63/1483G06F21/552G06F21/56G06F21/577H04L63/1433
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Quick Facts
Patent No.
US 10,581,911
App. No.
16/220,502
Granted
Mar 3, 2020
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 (37)

1. A method comprising:

(a) establishing, by one or more processors coupled to memory, a first user group of a plurality of user groups, wherein a type of interaction and a number of times the type of interaction is performed are identified for the first user group;

(b) communicating, by the one or more processors, a first simulated phishing communication to a user of a plurality of users;

(c) receiving, by the one or more processors, a first indication that the user performed the type of interaction with the simulated phishing communication;

(d) communicating, by the one or more processors, a second simulated phishing communication to the user;

(e) receiving, by the one or more processors, a second indication that the user performed the type of interaction with the second simulated phishing communication; and

(f) adding, by the one or more processors responsive to the first and second indication, the user to the first user group.

2. The method of claim 1 , wherein (a) further comprises receiving identification of the type of interaction and the number of occurrences of the type of interaction to create the first user group.

3. The method of claim 1 , wherein (a) further comprises selecting via a user interface the type of interaction from a plurality of types of interaction.

4. The method of claim 1 , wherein the type of interaction comprises clicking a link of one or more simulated phishing communications.

5. The method of claim 1 , wherein the first user group comprises one or more of the plurality of users that performed the type of interaction the number of times.

6. The method of claim 1 , wherein (b) further comprises communicating the first simulated phishing communication to the user of a second user group of the plurality of user groups.

7. The method of claim 1 , wherein (f) further comprises adding, by the server, the user to the first user group while one of removing from or maintaining the user in a second user group of the plurality of user groups.

8. A system comprising:

one or more processors coupled to memory and configured to establish a first user group of a plurality of user groups, wherein a type of interaction and a number of times the type of interaction is performed are identified for the first user group;

wherein the one or more processors are configured to communicate a first simulated phishing communication to a user of a plurality of users;

receive a first indication that the user performed the type of interaction with the simulated phishing communication;

communicate a second simulated phishing communication to the user;

receive a second indication that the user performed the type of interaction with the second simulated phishing communication; and

add, responsive to the first and second indication, the user to the first user group.

9. The system of claim 8 , wherein the one or more processors are configured to receive identification of the type of interaction and the number of occurrences of the type of interaction to create the first user group.

10. The system of claim 8 , wherein the one or more processors are configured to select via a user interface the type of interaction from a plurality of types of interaction.

11. The system of claim 8 , wherein the type of interaction comprises clicking a link of one or more simulated phishing communications.

12. The system of claim 8 , wherein the first user group comprises one or more of the plurality of users that performed the type of interaction the number of times.

13. The system of claim 8 , wherein the one or more processors are configured to communicate the first simulated phishing communication to the user of a second user group of the plurality of user groups.

14. The system of claim 8 , wherein the one or more processors are configured to add the user to the first user group while one of removing from or maintaining the user in a second user group of the plurality of user groups.

15. A system comprising:

one or more processors coupled to memory and configured to create a user group to identify those users of a plurality of users that have performed a type of interaction with a simulated phishing communication at least a predetermined number of times;

wherein the one or more processors are configured to:

communicate one or more simulated phishing communications to a user of the plurality of users;

receive one or more indications that the user performed the type of interaction with the one or more simulated phishing communications at least the predetermined number of times; and

include the user in the first user group responsive to identifying that the user performed the type of interaction at least the predetermined number of times.

16. The system of claim 15 , wherein the one or more processors are configured to receive identification of the type of interaction and the number of times to perform type of interaction to create the first user group.

17. The system of claim 15 , wherein the type of interaction is selected from a plurality of types of interaction.

18. The system of claim 15 , wherein the type of interaction comprises clicking a link of one or more simulated phishing communications.

19. The system of claim 15 , wherein the at least predetermined number of times is 2.

20. The system of claim 15 , wherein the one or more processors are configured to communicate one or more simulated phishing communications to the user of a second user group of a plurality of user groups.

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 May 16, 2019
From: KRAS, GREG; IRIMIE, ALIN
To: KNOWBE4, INC.
Reel/Frame 049196/0140 →