IP Library Granted Patent US 10,681,077
Granted Patent B2
US 10,681,077 · App. 16/421,758 · Granted Jun 9, 2020

Time based triggering of dynamic templates

Inventor: Greg Kras (Dunedin, FL)
Assignee: KnowBe4, Inc.
H04L63/1433H04L63/1483H04L63/14H04L63/20
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Quick Facts
Patent No.
US 10,681,077
App. No.
16/421,758
Granted
Jun 9, 2020
Kind
B2
Abstract

Systems and methods are described for using a template for simulated phishing campaigns based on predetermined date from a date associated with a user. The predetermined date may by an event, an anniversary or a milestone associated with employment of the user with a company. The campaign controller may identify a date associated with the user and based on the identification of the date associated with the user, the campaign controller may select one or more templates for one or more simulated phishing campaigns to be triggered by a predetermined date related to the date associated with the user.

Claims (27)

1. A method comprising:

(a) identifying, by one or more processors, a predetermined date comprising one of an event, an action or an activity related to a user subsequent to a date associated with the user identified by the one or more processors for the user;

(b) identifying, by the one or more processors, a template based at least on the predetermined date to generate a simulated phishing communication that is to be executed at the predetermined date subsequent to the date associated with the user identified by the one or more processors for the user; and

(c) communicating, by the one or more processors at the predetermined date subsequent to the date associated with the user, to a device of the user the simulated phishing communication generated with the template.

2. The method of claim 1 , wherein (a) further comprises identifying, by the one or more processors, the date the user is included in a directory service as the date of the user.

3. The method of claim 1 , wherein (a) further comprises identifying, by the one or more processors, the date associated with the user via one of a directory service, an email, an electronic calendar or a human resource system.

4. The method of claim 1 , wherein the date associated with the user is one of a hire date of the user with a company, a milestone date of the user with the company or an anniversary of the user with the company.

5. The method of claim 1 , further comprising identifying, by the one or more processors, the template based at least on one or more attributes of the user.

6. The method of claim 1 , further comprising identifying, by the one or more processors, the template based at least on one or more attributes of a company associated with the user.

7. The method of claim 1 , further comprising identifying, by the one or more processors, the template based at least on results of one or more simulated phishing communications directed towards one or more other users.

8. The method of claim 1 , wherein (b) further comprises identifying, by the one or more processors, the template based at least on a group identified for the user.

9. The method of claim 1 , wherein the template comprises one of content or timing related to the user being hired by a company.

10. The method of claim 1 , wherein (c) further comprises executing the simulated phishing communicating using the template providing a predetermined persona.

11. A system comprising:

one or more processors coupled to memory and configured to:

identify a predetermined date comprising one of an event, an action or an activity related to a user subsequent to a date associated with the user identified by the one or more processors for the user;

identify based at least on the predetermined date a template to generate a simulated phishing communication that is to be executed at the predetermined date subsequent to the date associated with the user; and

communicate at the predetermined date subsequent to the date associated with the user to a device of the user the simulated phishing communication generated with the template.

12. The system of claim 1 , wherein the one or more processors are further configured to identify the date the user is included in a directory service as the date of the user.

13. The system of claim 1 , wherein the one or more processors are further configured to identify the date associated with the user via one of a directory service, an email, an electronic calendar or a human resource system.

14. The system of claim 11 , wherein the date associated with the user is one of a hire date of the user with a company, a milestone date of the user with the company or an anniversary of the user with the company.

15. The system of claim 11 , wherein the one or more processors are further configured to identify the template based at least on one or more attributes of the user.

16. The system of claim 11 , wherein the one or more processors are further configured to identify the template based at least on one or more attributes of a company associated with the user.

17. The system of claim 11 , wherein the one or more processors are further configured to identify the template based at least on results of one or more simulated phishing communications directed towards one or more other users.

18. The system of claim 11 , wherein the one or more processors are further configured to identify the template based at least on a group identified for the user.

19. The system of claim 11 , wherein the template comprises one of content or timing related to the user being hired by a company.

20. The system of claim 11 , wherein the one or more processors are further configured to execute the simulated phishing communicating using the template providing a predetermined persona.

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 24, 2019
From: KRAS, GREG
To: KNOWBE4, INC.
Reel/Frame 049276/0498 →
Continuity (2)
Continuation 15829750 · Dec 1, 2017
Related Publication 20190289030A1 · Sep 19, 2019