IP Library Granted Patent US 11,212,311
Granted Patent B2
US 11,212,311 · App. 16/864,688 · Granted Dec 28, 2021

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 11,212,311
App. No.
16/864,688
Granted
Dec 28, 2021
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:

selecting, by one or more processors of a system, responsive to a first date being identified for a user by the one or more processors from another system, a template based at least on a second date subsequent to the first date being identified for the user by the one or more processors from the another system, the second date corresponding to one of an event, an action or activity of the user subsequent to the first date;

identifying, by the one or more processors, an occurrence of the second date; and

communicating, by the one or more processors responsive to identifying the occurrence of the second date, to a device of the user a simulated phishing communication generated using the template.

2. The method of claim 1 , further comprising identifying, by the one or more processors, one of the event, the action or the activity of the user subsequent to the first date.

3. The method of claim 1 , further comprising identifying, by the one or more processors, the second date for one of the event, the action or activity.

4. The method of claim 1 , further comprising detecting, by the one or more processors, the occurrence of the second date being reached.

5. The method of claim 1 , wherein the first date comprises 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.

6. The method of claim 1 , further comprises identifying, by the one or more processors, the first date associated with the user via another system comprising one of a directory service, an email, an electronic calendar or a human resource system.

7. The method of claim 1 , further comprising selecting, by the one or more processors, the template from a plurality of templates based at least on content associated with the second date.

8. The method of claim 1 , further comprising selecting, by the one or more processors, the template from a plurality of templates based at least on a timing associated with the second date.

9. The method of claim 1 , further comprising selecting, by the one or more processors, the template from a plurality of templates based at least on one or more attributes of the user.

10. The method of claim 1 , further comprising detecting, by the one or more processors, the occurrence of one of the event, the action or activity of the second date.

11. A system comprising:

one or more processors, coupled to memory, and configured to:

select, responsive to a first date being identified for a user, a template based at least on a second date subsequent to the first date being identified for the user by the one or more processors from another system, the second date corresponding to one of an event, an action or activity of the user subsequent to the first date;

identify an occurrence of the second date; and

communicate, responsive to identifying the occurrence of the second date, to a device of the user a simulated phishing communication generated using the template.

12. The system of claim 11 , wherein the one or more processors are further configured to identify one of the event, the action or the activity of the user subsequent to the first date.

13. The system of claim 11 , wherein the one or more processors are further configured to identify the second date for one of the event, the action or activity.

14. The system of claim 11 , wherein the one or more processors are further configured to detect the occurrence of the second date being reached.

15. The system of claim 11 , wherein the first date comprises 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.

16. The system of claim 11 , wherein the one or more processors are further configured to identify the first date associated with the user via another system comprising one of a directory service, an email, an electronic calendar or a human resource system.

17. The system of claim 11 , wherein the one or more processors are further configured to select template from a plurality of templates based at least on content associated with the second date.

18. The system of claim 11 , wherein the one or more processors are further configured to select the template from a plurality of templates based at least on a timing associated with the second date.

19. The system of claim 11 , wherein the one or more processors are further configured to select the template from a plurality of templates based at least on one or more attributes of the user.

20. The system of claim 11 , wherein the one or more processors are further configured to detect the occurrence of one of the event, the action or activity of the second date.

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 1, 2020
From: KRAS, GREG
To: KNOWBE4, INC.
Reel/Frame 052550/0454 →