IP Library Granted Patent US 12,284,149
Granted Patent B2
US 12,284,149 · App. 18/232,532 · Granted Apr 22, 2025

System and method for securely performing multiple stage email processing with embedded codes

Inventors: Scott A. Sachtjen (San Jose, CA); John Hopple (Yucaipa, CA)
Assignee: Iconix, Inc.
H04L51/212H04L51/04H04W12/06H04W12/069G06Q10/107H04L51/00H04L51/48H04L63/08
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 12,284,149
App. No.
18/232,532
Granted
Apr 22, 2025
Kind
B2
Abstract

A system and method for performing email processing at multiple stages along an email delivery chain. A first embodiment uses an email filter to receive information about an email message from a message transfer agent and then perform limited email pre-processing on the email message. The email filter then stores instructions and data such as the results from the email pre-processing into an internet email header added to the email message. The instructions and data placed into the email header may be encrypted for privacy and security. A later email program may extract the instructions and data from the internet email header and continue the email processing. One disclosed application of the multi-stage email processing system is email authentication.

Claims (39)

1. A method comprising:

obtaining a message directed from a sender to a recipient;

determining whether authentication of the message or the sender is needed based on a category assigned to the message;

determining whether to obtain data unique to the sender based on the category and a relationship between the sender and the recipient;

associating the data with the message when obtained for presentation to the recipient within a message view before the message is viewable by the recipient;

performing multi-stage email processing by adding a new email message component comprising instructions and data to the message before the message is viewable by the recipient, wherein the instructions and data are encrypted for privacy and security and enable presentation of the data to the recipient within a message view; and

contacting an email analysis server to obtain the instructions and data, wherein the instructions and data specify how the message should be authenticated and displayed based on authentication results.

2. The method of claim 1 , wherein the message view is a pre-view of the message within a messaging client of the recipient.

3. The method of claim 1 , wherein the message view is a list view of the message and any other messages of the recipient within a messaging client of the recipient.

4. The method of claim 1 , wherein determining authentication of the message further includes inspecting an extended message header of the message to obtain the category assigned to a variable.

5. The method of claim 4 , wherein determining to obtain the data further includes inspecting the extended message header of the message for a relationship value assigned to a relationship value in view of the category.

6. The method of claim 1 , further comprising monitoring actions taken by the recipient within a messaging client and with respect to the message after the recipient receives the message within the messaging client.

7. The method of claim 6 , further comprising reporting the actions taken.

8. The method of claim 1 , wherein obtaining further includes extracting message processing instructions from an extended header associated with the message and obtaining the category and the relationship from the message processing instructions.

9. The method of claim 8 , wherein associating further includes obtaining a link to the data from the message processing instructions.

10. The method of claim 9 , wherein obtaining the link further includes embedding the link in header data associated with the message.

11. The method of claim 9 , wherein obtaining the link further includes obtaining the data through the link and embedding the data in header data associated with the message.

12. A method comprising:

receiving a message directed from a sender to a recipient;

obtaining instructions for handling the message before the recipient is able to view the message;

determining from the instructions whether the sender requires authentication and whether data unique to the sender needs to be obtained;

modifying header data associated with the message to display the data to the recipient when the recipient views the message based on the determining; and

performing multi-stage email processing by modifying header data associated with the message to include encrypted instructions and data that enable secure presentation of the data to the recipient when the recipient views the message based on the determining, wherein the encrypted instructions and data prevent unauthorized access and tampering;

wherein the instructions are obtained from an email analysis server that specifies authentication requirements and display parameters based on authentication results.

13. The method of claim 12 , wherein obtaining further includes obtaining the instructions with name-value pairs.

14. The method of claim 13 , wherein determining further includes obtaining a name-value pair from the name-value pairs and determining whether the sender requires authentication based on a category assigned to the name-value pair.

15. The method of claim 14 , wherein determining further includes obtaining a relationship name-value pair from the name-value pairs based on the category and determining whether to obtain the data based on a relationship value assigned to the relationship name-value pair.

16. The method of claim 15 , wherein determining further includes obtaining a link to the data from a location name-value pair that includes the link as a location value assigned to the location name-value pair.

17. The method of claim 12 , wherein modifying further includes embedding a link to the data in the header data with further instructions to obtain and display the data in one or more views associated with the message when the message is accessed by the recipient.

18. The method of claim 12 , wherein modifying further includes obtaining the data and embedding the data in the header data with further instructions to display the data in one or more views associated with the message when the message is accessed by the recipient.

19. A system comprising:

a processor; and

a memory storing instructions that, when executed by the processor, cause the system to:

inspect header data for a message being sent from a sender to a recipient;

determine based on name-value pairs obtained from the header data whether the message requires authentication and whether data unique to the sender needs to be obtained;

modify the header data or extended header data associated with the message to display the data to the recipient when the recipient views the message based on a name-value pairs determination; and

perform multi-stage email processing by modifying the header data or extended header data to include encrypted instructions and data that enable secure presentation of the data to the recipient when viewing the message, wherein the encrypted instructions and data prevent unauthorized access and ensure message integrity;

wherein the encrypted instructions and data are obtained from an email analysis server that specifies authentication requirements and display parameters based on authentication results.

20. The system of claim 19 , wherein the instructions associated with modifying the header further cause the system to modify the header with view instructions that indicate which views of the message should display the data to the recipient and how the data should be presented to the recipient within each of the views.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 22, 2024
From: SACHTJEN, SCOTT A.; HOPPLE, JOHN
To: ICONIX, INC.
Reel/Frame 066868/0484 →
Continuity (5)
Continuation 17588567 · Jan 31, 2022
Continuation 16987862 · Aug 7, 2020
Continuation 15076814 · Mar 22, 2016
Continuation 12052563 · Mar 20, 2008
Related Publication 20240223521A1 · Jul 4, 2024
References Cited (108)
US 6057841A · Thurlow et al. · 2000 [cited by applicant]
US 6327611B1 · Everingham · 2001 [cited by applicant]
US 6549950B2 · Lytle · 2003 [cited by applicant]
US 6782414B1 · Xue et al. · 2004 [cited by applicant]
US 7334267B2 · Engstrom · 2008 [cited by examiner]
US 8171089B2 · Nersu · 2012 [cited by examiner]
US 8756289B1 · Appenzeller · 2014 [cited by examiner]
US 9325528B2 · Sachtjen et al. · 2016 [cited by applicant]
US 9769099B2 · Bronicki · 2017 [cited by examiner]
US 10771418B2 · Sachtjen et al. · 2020 [cited by applicant]
US 11271883B2 · Sachtjen et al. · 2022 [cited by applicant]
US 11641332B2 · Sachtjen · 2023 [cited by examiner]
US 12095717B1 · Perrin · 2024 [cited by examiner]
US 20020016818A1 · Kirani · 2002 [cited by applicant]
US 20020138582A1 · Chandra · 2002 [cited by examiner]
US 20030050988A1 · Kucherawy · 2003 [cited by applicant]
US 20030196968A1 · Carlson et al. · 2003 [cited by applicant]
US 20040039786A1 · Horvitz et al. · 2004 [cited by applicant]
US 20040064511A1 · Abdel-Aziz et al. · 2004 [cited by applicant]
US 20040068542A1 · Lalonde et al. · 2004 [cited by applicant]
US 20040196968A1 · Yue · 2004 [cited by applicant]
US 20040215721A1 · Szeto et al. · 2004 [cited by applicant]
US 20040243847A1 · Way · 2004 [cited by applicant]
US 20050010644A1 · Brown et al. · 2005 [cited by applicant]
US 20050015457A1 · Warasawa · 2005 [cited by applicant]
US 20050108335A1 · Naick · 2005 [cited by examiner]
US 20050223226A1 · Sundararajan · 2005 [cited by applicant]
US 20060059107A1 · Elmore · 2006 [cited by examiner]
US 20060143277A1 · Bauchot et al. · 2006 [cited by applicant]
US 20060168057A1 · Warren · 2006 [cited by examiner]
US 20060200530A1 · Tokuda et al. · 2006 [cited by applicant]
US 20060265456A1 · Dietrich · 2006 [cited by examiner]
US 20060288404A1 · Kirshnan · 2006 [cited by examiner]
US 20070005702A1 · Tokuda et al. · 2007 [cited by applicant]
US 20070005716A1 · Levasseur et al. · 2007 [cited by applicant]
US 20070005801A1 · Kumar · 2007 [cited by examiner]
US 20070061401A1 · Bodin et al. · 2007 [cited by applicant]
US 20070083602A1 · Heggenhougen et al. · 2007 [cited by applicant]
US 20070130464A1 · Swedor et al. · 2007 [cited by applicant]
US 20070143407A1 · Avritch et al. · 2007 [cited by applicant]
US 20070233789A1 · Agarwal et al. · 2007 [cited by applicant]
US 20070233790A1 · Agarwal et al. · 2007 [cited by applicant]
US 20070289005A1 · Kumar · 2007 [cited by examiner]
US 20080005247A9 · Khoo · 2008 [cited by examiner]
US 20080098237A1 · Dung et al. · 2008 [cited by applicant]
US 20080114881A1 · Lee et al. · 2008 [cited by applicant]
US 20080133669A1 · Ge et al. · 2008 [cited by applicant]
US 20080141346A1 · Kay · 2008 [cited by examiner]
US 20080155035A1 · Reddy et al. · 2008 [cited by applicant]
US 20080163345A1 · Bauman et al. · 2008 [cited by applicant]
US 20080189770A1 · Sachtjen · 2008 [cited by applicant]
US 20080270545A1 · Howe · 2008 [cited by applicant]
US 20090019003A1 · Bohannon et al. · 2009 [cited by applicant]
US 20090094335A1 · Edmonds et al. · 2009 [cited by applicant]
US 20090106840A1 · Dreymann et al. · 2009 [cited by applicant]
US 20090138711A1 · Heimbigner · 2009 [cited by applicant]
US 20090240774A1 · Sachtjen et al. · 2009 [cited by applicant]
US 20100306536A1 · Brouk · 2010 [cited by examiner]
US 20130080554A1 · Addante · 2013 [cited by applicant]
US 20160277336A1 · Sachtjen et al. · 2016 [cited by applicant]
US 20180013733A1 · Kent · 2018 [cited by examiner]
US 20180191499A1 · Sachtjen · 2018 [cited by examiner]
US 20200274717A1 · Finke · 2020 [cited by examiner]
US 20210194840A1 · Sachtjen et al. · 2021 [cited by applicant]
US 20210385183A1 · Henao Mota · 2021 [cited by examiner]
US 20220407829A1 · Sachtjen et al. · 2022 [cited by applicant]
“U.S. Appl. No. 12/052,563, Advisory Action mailed Oct. 29, 2014”, 3 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Final Office Action mailed Feb. 8, 2012”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Final Office Action mailed Jul. 21, 2014”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Final Office Action mailed Oct. 15, 2010”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Non Final Office Action mailed Mar. 26, 2015”, 13 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Non Final Office Action mailed Jun. 6, 2011”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Non Final Office Action mailed Oct. 3, 2012”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Non Final Office Action mailed Dec. 27, 2013”, 11 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Non-Final Office Action mailed Jan. 29, 2010”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Notice of Allowance mailed Dec. 23, 2015”, 11 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Jan. 21, 2015 to Advisory Action mailed Oct. 29, 2014”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Apr. 3, 2013 to Non Final Office Action mailed Oct. 3, 2012”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Apr. 15, 2011 to Final Office Action mailed Oct. 15, 2010”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Jun. 27, 2014 to Non Final Office Action mailed Dec. 27, 2013”, 12 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Jul. 28, 2010 to Non Final Office Action mailed Jan. 29, 2010”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Aug. 8, 2012 to Final Office Action mailed Feb. 8, 2012”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Sep. 22, 2014 to Final Office Action mailed Jul. 21, 2014”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Sep. 28, 2015 to Non Final Office Action mailed Mar. 26, 2015”, 11 pgs. [cited by applicant]
“U.S. Appl. No. 12/052,563, Response filed Dec. 6, 2011 to Non-Final Office Action mailed Jun. 6, 2011”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Advisory Action mailed Aug. 6, 2019”, 2 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Corrected Notice of Allowability mailed Jun. 26, 2020”, 5 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Final Office Action mailed Mar. 9, 2018”, 11 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Final Office Action mailed May 14, 2019”, 12 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Non Final Office Action mailed May 18, 2017”, 12 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Non Final Office Action mailed Sep. 24, 2018”, 12 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Non Final Office Action mailed Oct. 11, 2019”, 12 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Notice of Allowance mailed May 5, 2020”, 7 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Preliminary Amendment filed May 19, 2016”, 8 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Response filed Apr. 10, 2020 to Non Final Office Action mailed Oct. 11, 2019”, 11 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Response filed Oct. 18, 2017 to Non Final Office Action mailed May 18, 2017”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Response filed Jul. 15, 2019 to Final Office Action mailed May 14, 2019”, 10 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Response Filed Aug. 9, 2018 to Final Office Action mailed Mar. 9, 2018”, 9 pgs. [cited by applicant]
“U.S. Appl. No. 16/987,862, Corrected Notice of Allowability mailed Dec. 10, 2021”, 5 pgs. [cited by applicant]
“U.S. Appl. No. 16/987,862, Notice of Allowance mailed Oct. 14, 2021”, 15 pgs. [cited by applicant]
“U.S. Appl. No. 16/987,862, Notice of Allowance mailed Nov. 2, 2021”, 8 pgs. [cited by applicant]
“U.S. Appl. No. 16/987,862, Preliminary Amendment filed Mar. 12, 2021”, 7 pgs. [cited by applicant]
“U.S. Appl. No. 17/588,567, Notice of Allowance mailed May 18, 2023”, 17 pgs. [cited by applicant]
“U.S. Appl. No. 17/588,567, Preliminary Amendment filed Sep. 8, 2022”, 6 pgs. [cited by applicant]
“U.S. Appl. No. 17/588,567, Response filed Apr. 18, 2023 to Restriction Requirement mailed Feb. 23, 2023”, 8 pgs. [cited by applicant]
“U.S. Appl. No. 17/588,567, Restriction Requirement mailed Feb. 23, 2023”, 8 pgs. [cited by applicant]
“U.S. Appl. No. 15/076,814, Response filed Dec. 20, 2018 to Non Final Office Action mailed Sep. 24, 2018”, 10 pgs. [cited by applicant]
Gabrielson, Erik, et al., “Is the open rate a useful e-mail metric?”, DMNEWS, www.dmnews.com, (Sep. 15, 2008), 11 pgs. [cited by applicant]