# US 10,313,387 B1 · Time based triggering of dynamic templates

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- Number: US 10,313,387 B1
- Document ID: US10313387B1
- Status: Granted
- Kind: B1
- Application number: 15/829,750
- Filed: 2017-12-01
- Published: 2019-06-06
- Granted: 2019-06-04
- Earliest claimed: 2017-12-01
- Assignees: KnowBe4, Inc.
- Applicants: KnowBe4, Inc.
- Inventors: Greg Kras
- Web page: https://patentgrep.com/patent/US10313387B1

## CPC

- H04L 63/1433: {Vulnerability analysis}
- H04L 63/1483: {service impersonation, e.g. phishing, pharming or web spoofing (detection of rogue wireless access points H04W12/12)}
- H04L 63/14: {for detecting or protecting against malicious traffic}
- H04L 63/20: {for managing network security; network security policies in general (filtering policies H04L63/0227)}
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## 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

### Claim 1

A method for using a template for simulated phishing campaigns based on a predetermined date from a date associated with the user, the method comprising:
(a) identifying, by a campaign controller executing on one or more processors, a date associated with the user independent of any user identifying the date associated with the user to the campaign controller, the campaign controller determining a predetermined date subsequent to the date associated with the user;
(b) selecting, by the campaign controller based on the predetermined date subsequent to the date associated with the user, one or more templates for one or more simulated phishing campaigns to be executed on the predetermined date subsequent to the date associated with the user; and
(c) executing, by the campaign controller responsive to reaching the predetermined date, a simulated phishing campaign of the one or more simulated phishing campaigns using a template of the one or more templates selected for the predetermined date subsequent to the date associated with the user, wherein the simulated phishing campaign is presented to a device of the user for performing one or more actions.

### Claim 2 (depends on 1)

The method of claim 1, wherein (a) further comprises identifying, by the campaign controller, the date associated with the user responsive to the user being added to a directory service.

### Claim 3 (depends on 2)

The method of claim 2, wherein the directory service comprises Microsoft Active Directory.

### Claim 4 (depends on 1)

The method of claim 1, wherein the date associated with the user corresponds to one of a hire date of the user with a company, a milestone date of the user with the company, an anniversary of the user with the company, the date the user was added to a directory service or a date configured for the user in the directory service.

### Claim 5 (depends on 1)

The method of claim 1, wherein (a) further comprises identifying, by the campaign controller, the data associated with the user from one of a directory service, an email, an electronic calendar or a human resource system.

### Claim 6 (depends on 1)

The method of claim 1, wherein (b) further comprises selecting, by the campaign controller, a second template of the one or more templates based on a second predetermined date related to the date associated with the user.

### Claim 7 (depends on 6)

The method of claim 6, wherein (c) further comprises initiating, by the campaign controller responsive to reaching the second predetermined date, a second simulated phishing campaign of the one or more simulated phishing campaigns using a second template of the plurality of templates.

### Claim 8 (depends on 6)

The method of claim 6, wherein (b) further comprises selecting, by the campaign controller, the second template based on results of the simulated phishing campaign initiated at the predetermined date from the date associated with the user.

### Claim 9 (depends on 1)

The method of claim 1, wherein (b) further comprises selecting, by the campaign controller, the template based on one or more attributes of the user.

### Claim 10 (depends on 1)

The method of claim 1, wherein (b) further comprises selecting, by the campaign controller, the template based on one or more attributes of a company of the user.

### Claim 11 (depends on 1)

The method of claim 1, wherein (b) further comprises selecting, by the campaign controller, the template based on results of one or more simulated phishing campaigns directed towards one or more other users.

### Claim 12 (depends on 1)

The method of claim 1, wherein (b) further comprises selecting, by the campaign controller, the template based on a selected group of users comprising the user.

### Claim 13 (depends on 1)

The method of claim 1, wherein the predetermined date comprises one of an event, anniversary or a milestone associated with employment of the user with a company.

### Claim 14 (depends on 1)

The method of claim 1, wherein the template comprises one of content or timing related to the user being hired by a company.

### Claim 15 (depends on 1)

The method of claim 1, wherein (c) further comprises executing the simulated phishing campaign using the template associated with a model providing a predetermined persona.

### Claim 16

A system for using a template for simulated phishing campaigns based on a predetermined date from a date associated with the user, the system comprising:
a memory; and
one or more processors, coupled to the memory;
a campaign controller, executable on the one or more processors, and configured to:
identify a date associated with the user independent of any user identifying the date associated with the user to the campaign controller, and determine a predetermined date subsequent to the date associated with the user;
select, based on the predetermined date subsequent to the date associated with the user, one or more templates for one or more simulated phishing campaigns to be executed at the predetermined date subsequent related to the date associated with the user; and
execute, responsive to reaching the predetermined date, a simulated phishing campaign of the one or more simulated phishing campaigns using a template of the one or more templates selected for the predetermined date subsequent to the date associated with the user, wherein the simulated phishing campaign is presented to a device of the user for performing one or more actions.

### Claim 17 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to identify the date associated with the user responsive to the user being added to a directory service.

### Claim 18 (depends on 17)

The system of claim 17, wherein the directory service comprises Microsoft Active Directory.

### Claim 19 (depends on 16)

The system of claim 16, wherein the date associated with the user corresponds to one of a hire date of the user with a company, a milestone date of the user with the company, an anniversary of the user with the company, the date the user was added to a directory service or a date configured for the user in the directory service.

### Claim 20 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to identify the data associated with the user from one of a directory service, an email, an electronic calendar or a human resource system.

### Claim 21 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to select a second template of the one or more templates based on a second predetermined date related to the date associated with the user.

### Claim 22 (depends on 21)

The system of claim 21, wherein the campaign controller is further configured to initiate, responsive to reaching the second predetermined date, a second simulated phishing campaign of the one or more simulated phishing campaigns using a second template of the plurality of templates.

### Claim 23 (depends on 21)

The system of claim 21, wherein the campaign controller is further configured to select the second template based on results of the simulated phishing campaign initiated at the predetermined date from the date associated with the user.

### Claim 24 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to select the template based on one or more attributes of the user.

### Claim 25 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to select the template based on one or more attributes of a company of the user.

### Claim 26 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to select the template based on results of one or more simulated phishing campaigns directed towards one or more other users.

### Claim 27 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to select the template based on a selected group of users comprising the user.

### Claim 28 (depends on 16)

The system of claim 16, wherein the predetermined date comprises one of an event, anniversary or a milestone associated with employment of the user with a company.

### Claim 29 (depends on 16)

The system of claim 16, wherein the template comprises one of content or timing related to the user being hired by a company.

### Claim 30 (depends on 16)

The system of claim 16, wherein the campaign controller is further configured to execute the simulated phishing campaign using the template associated with a model providing a predetermined persona.