IP Library Patent Application 17988980
Patent Application
App. No. 17/988,980

AUTOMATED MANAGEMENT OF COMPLIANCE TRAINING

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Quick Facts
Patent No.
US None
App. No.
17/988,980
Abstract

Methods and systems are provided for automated management of compliance training. One or more events triggered from one or more platforms that a user uses to carry out a job function is received via one or more adapters. In response to and based at least on the one or more events, a change of status of the user in the one or more platforms may be identified. Whether or not the change of status is to be allowed may be determined in each of the one or more platforms before the user completes a training. Responsive to the determination, the change of status of the user in the one or more platforms may be controlled.

Claims (28)

1 . A method comprising

receiving, by one or more servers, via one or more adapters one or more events triggered from one or more platforms that a user uses to carry out a job function;

identifying, by the one or more servers responsive to and based at least on the one or more events, a change of status of the user in the one or more platforms;

determining, by the one or more servers, whether or not the change of status is to be allowed in each of the one or more platforms before the user completes a training; and

controlling, by the one or more servers responsive to the determination, the change of status of the user in the one or more platforms.

2 . The method of claim 1 , further comprising applying, by the one or more servers, one or more rules to the one or more events to determine the training that is to be completed by the user before the change of the status is implemented in the one or more platforms.

3 . The method of claim 1 , further comprising determining, by the one or more servers, a level of harm if the user is allowed the change in status in the one or more platforms before the user completes the training.

4 . The method of claim 1 , further comprising determining, by the one or more servers, the change of status is to be allowed while the user completes the training.

5 . The method of claim 1 , further comprising determining, by the one or more servers, the change of status of the user is to be withheld while the user completes the training.

6 . The method of claim 5 , further comprising identifying, by the one or more servers, that the user is designated as a candidate for one or more types of the one or more events and assigning the user training to complete to implement the change in status in the one or more platforms.

7 . The method of claim 6 , further comprising causing, by the one or more servers, the change in status in the one or more platforms responsive to the user completing the training.

8 . The method of claim 6 , further comprising causing, by the one or more servers, the change in status in the one or more platforms and tracking progress or completion of the training of the user.

9 . The method of claim 6 , further comprising disabling, by the one or more servers, the change in status in the one or more platforms responsive to the user not completing the training within a set period.

10 . The method of claim 1 , further comprising controlling, by the one or more servers, the change of status in the one or more platforms by accessing the one or more platform via one or more application programming interfaces (APIs).

11 . A system comprising one or more servers to:

receive via one or more adapters one or more events triggered from one or more platforms that a user uses to carry out a job function;

identify, responsive to and based at least on the one or more events, a change of status of the user in the one or more platforms;

determine whether or not the change of status is to be allowed in each of the one or more platforms before the user completes a training; and

control, responsive to the determination, the change of status of the user in the one or more platforms.

12 . The system of claim 11 , wherein the one or more servers are further configured to apply one or more rules to the one or more events to determine the training that is to be completed by the user before the change of the status is implemented in the one or more platforms.

13 . The system of claim 11 , wherein the one or more servers are further configured to determine a level of harm if the user is allowed the change in status in the one or more platforms before the user completes the training.

14 . The system of claim 11 , wherein the one or more servers are further configured to determine the change of status is to be allowed while the user completes the training.

15 . The system of claim 11 , wherein the one or more servers are further configured to determine the change of status of the user is to be withheld while the user completes the training.

16 . The system of claim 15 , wherein the one or more servers are further configured to identify that the user is designated as a candidate for one or more types of the one or more events and assigning the user training to complete to implement the change in status in the one or more platforms.

17 . The system of claim 16 , wherein the one or more servers are further configured to cause the change in status in the one or more platforms responsive to the user completing the training.

18 . The system of claim 16 , wherein the one or more servers are further configured to cause the change in status in the one or more platforms and tracking progress or completion of the training of the user.

19 . The system of claim 16 , wherein the one or more servers are further configured to disable the change in status in the one or more platforms responsive to the user not completing the training within a set period.

20 . The system of claim 11 , wherein the one or more servers are further configured to control the change of status in the one or more platforms by accessing the one or more platform via one or more application programming interfaces (APIs).

Assignments (4)
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 20, 2022
From: CALLIHAN, ALEX; SPATOULAS, CONSTANTIN; PATTON, MARK; DUREN, MATTHEW
To: KNOWBE4, INC.
Reel/Frame 062155/0378 →