IP Library Granted Patent US 12,223,455
Granted Patent B2
US 12,223,455 · App. 17/982,473 · Granted Feb 11, 2025

Systems and methods for using artificial intelligence driven agent to automate assessment of organizational vulnerabilities

Inventors: Alin Irimie (Clearwater, FL); Stu Sjouwerman (Bellair, FL); Greg Kras (Dunedin, FL); Eric Sites (Clearwater, FL)
G06Q10/0635H04L63/1433H04L63/1483H04L63/1491
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12,223,455
App. No.
17/982,473
Granted
Feb 11, 2025
Kind
B2
Abstract

The present disclosure describes systems and method for performing a vulnerabilities assessment of an organization. A campaign controller executes one or more simulated phishing campaigns directed to a plurality of users of an organization, using a plurality of models determined by the campaign controller based at least on identification of the organization. The campaign controller stores to a database the results of execution of the one or more simulated phishing campaigns and based on the results, the campaign controller determines one or more vulnerabilities to phishing for the organization. In one embodiment, the campaign controller determines a percentage of the plurality of users of the organization that are phish-prone. In some embodiments, the users of the organization that are phish-prone interacted with a link of a simulated phishing communication.

Claims (30)

1. A method comprising:

selecting, by one or more processors, in advance of a simulated phishing campaign for one or more users, a template to use for the simulated phishing campaign, the template identifying when to start the simulated phishing campaign and a plurality of predetermined stages to progress through the simulated phishing campaign, each predetermined stage of the plurality of predetermined stages comprising a type of simulated phishing communication and a timing of the type of simulated phishing communication;

progressing, by a state machine of the one or more processors responsive to the start of the simulated phishing campaign identified by the template, each of the one or more users through each predetermined stage of the plurality of predetermined stages identified by the template, the state machine causing the type of simulated phishing communication to be communicated for each stage according to the timing of each stage;

determining, by the state machine, that a first user of the one or more users has failed at a first predetermined stage of the plurality of predetermined stages; and

stopping, by the state machine responsive to the determination, the simulated phishing campaign at the first predetermined stage for the first user.

2. The method of claim 1 , further comprising continuing, by the state machine for a second user of the one or more users, to progress to a next predetermined stage of the plurality of predetermined stages of the simulated phishing campaign.

3. The method of claim 2 , further comprising determining, by the state machine, that the second user has failed at a second predetermined stage of the plurality of predetermined stages and stopping the simulated phishing campaign at the second predetermined stage for the second user.

4. The method of claim 1 , further comprising determining, by the state machine, that the first user had failed by interacting with a link of a simulated phishing communicated provided at the first predetermined stage.

5. The method of claim 1 , further comprising stopping, by the state machine, the simulated phishing campaign responsive to a percentage of the one or more users failing.

6. The method of claim 1 , further comprising stopping, by the state machine, the simulated phishing campaign responsive to completion of a fixed period of time identified by the template.

7. The method of claim 1 , wherein the template identifies one or more types of simulated phishing communications comprising one or more of an email, a text or a voice based communication to use for each of the plurality of predetermined stages of the simulated phishing campaign.

8. The method of claim 1 , wherein the plurality of predetermined stages comprises at least two or more types of simulated phishing communications.

9. The method of claim 1 , further comprising causing, by the state machine, performance of one or more actions at each predetermined state stage of the plurality of predetermined stages with timing associated with the template as the state machine progresses through each predetermined stage of the plurality of predetermined stages of the template.

10. The method of claim 1 , wherein the template identifies one or more landing pages to use for users failing the simulated phishing campaign at each predetermined stage of the plurality of predetermined stages.

11. A system comprising:

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

select, in advance of a simulated phishing campaign for one or more users, a template to use for the simulated phishing campaign, the template identifying when to start the simulated phishing campaign and a plurality of predetermined stages to progress through the simulated phishing campaign, each predetermined stage of the plurality of predetermined stages comprising a type of simulated phishing communication and a timing of the type of simulated phishing communication; and

a state machine of the one or more processors configured to:

progress, for each of the one or more users through each predetermined stage of the plurality of predetermined stages identified by the template responsive to the start of the simulated phishing campaign identified by the template, the state machine causing the type of simulated phishing communication for each stage to be communicated according to the timing of each stage;

determine that a user of the one or more users has failed at a predetermined stage of the plurality of predetermined stages; and

stop responsive to the determination, the simulated phishing campaign at that predetermined stage for that user.

12. The system of claim 11 , wherein the state machine is further configured to continue, for a second user of the one or more users, to progress to a next predetermined stage of the plurality of predetermined stages of the simulated phishing campaign.

13. The system of claim 12 , wherein the state machine is further configured to determinate that the second user has failed at a second predetermined stage of the plurality of predetermined stages and stop the simulated phishing campaign at the second predetermined stage for the second user.

14. The system of claim 11 , wherein the state machine is further configured to determine that the user had failed by interacting with a link of a simulated phishing communicated provided at the first predetermined stage.

15. The system of claim 11 , wherein the state machine is further configured to stop the simulated phishing campaign responsive to a percentage of the one or more users failing.

16. The system of claim 11 , wherein the state machine is further configured to stop the simulated phishing campaign responsive to completion of a fixed period of time identified by the template.

17. The system of claim 11 , wherein the template identifies one or more types of simulated phishing communications comprising one or more of an email, a text or a voice based communication to use for each of the plurality of predetermined stages of the simulated phishing campaign.

18. The system of claim 11 , wherein the plurality of predetermined stages comprises at least two or more types of simulated phishing communications.

19. The system of claim 11 , wherein the state machine is further configured to cause performance of one or more actions at each predetermined stage state of the plurality of predetermined stages with timing associated with the template as the state machine progresses through each predetermined stage of the plurality of predetermined stages of the template.

20. The system of claim 11 , wherein the template identifies one or more landing pages to use for users failing the simulated phishing campaign at each predetermined stage of the plurality of predetermined stages.

Assignments (5)
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 →
PATENT SECURITY AGREEMENT Recorded Feb 2, 2023
From: KNOWBE4, INC.
To: OWL ROCK CORE INCOME CORP., AS COLLATERAL AGENT
Reel/Frame 062627/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 19, 2022
From: IRIMIE, ALIN; SJOUWERMAN, STU; KRAS, GREG; SITES, ERIC
To: KNOWBE4, INC.
Reel/Frame 062141/0765 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 8, 2022
From: IRIMIE, ALIN; SJOUWERMAN, STU; KRAS, GREG; SITES, ERIC
To: KNOWBE4, INC.
Reel/Frame 061690/0743 →