IP Library Granted Patent US 11,457,037
Granted Patent B2
US 11,457,037 · App. 16/895,659 · Granted Sep 27, 2022

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 11,457,037
App. No.
16/895,659
Granted
Sep 27, 2022
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 (34)

1. A method comprising:

identifying, by one or more processors of a computing device, a date of a user from an electronic calendar of the user;

identifying, by one or more processors, a subsequent date to the date of the user based at least on monitoring the electronic calendar of the user;

identifying, by one or more processors, a template based at least on the subsequent date for the user, the subsequent date associated with one of an event or a change in the electronic calendar; and

communicating, by the one or more processors responsive to the subsequent date, to a device of the user, a simulated phishing communication based at least on the template.

2. The method of claim 1 , further comprising identifying, by the one or more processors, one of the event, or the change in the electronic calendar of the user associated with the subsequent date.

3. The method of claim 1 , further comprising identifying, by the one or more processors, the subsequent date for one of the event or the change in the electronic calendar.

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

5. The method of claim 1 , wherein the 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 an application 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 subsequent 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 subsequent 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 via monitoring, an occurrence of one of the event, or the change in the electronic calendar.

11. A system comprising:

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

identify a date of a user from an electronic calendar of the user;

identify a subsequent date to the date of the user based at least on monitoring the electronic calendar of the user;

identify a template based at least on the subsequent date for the user, the subsequent date associated with one of an event or a change in the electronic calendar; and

communicate, responsive to the subsequent date, to a device of the user a simulated phishing communication based at least on the template.

12. The system of claim 11 , wherein the one or more processors are further configured to identify one of the event or the change in the electronic calendar of the user associated with the subsequent date.

13. The system of claim 11 , wherein the one or more processors are further configured to identify the subsequent date for one of the event or the change in the electronic calendar.

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

15. The system of claim 11 , wherein the 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 date associated with the user via an application 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 subsequent 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 subsequent 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. A system comprising:

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

identify a date of a user from an electronic calendar of the user;

identify a subsequent predetermined date to the date of the user based at least on monitoring the user's client for the predetermined date, the predetermined date comprising an event, an action or an activity related to the user;

identify a template based at least on the predetermined date for the user; and

communicate, responsive to the predetermined date, to a device of the user a simulated phishing communication based at least on the template.

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 Mar 9, 2021
From: KRAS, GREG
To: KNOWBE4, INC.
Reel/Frame 055538/0391 →
Continuity (3)
Continuation 16421758 · May 24, 2019
Continuation 15829750 · Dec 1, 2017
Related Publication 20200374312A1 · Nov 26, 2020