Automated Phishing Template Generation via Semantic Clustering

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Solution Overview

Problem

Current security awareness training systems lack the ability to generate or select simulated phishing templates that closely resemble expected messages, thereby failing to effectively train users to recognize sophisticated phishing threats.

Innovation Solution

The system identifies semantically similar messages reported by users as potentially malicious, indexes them under a common template identifier, and selects messages with a low report-to-reach ratio to create effective simulated phishing templates.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional phishing templates are used for security awareness training, then the training can be delivered, but the templates do not closely resemble real phishing messages, reducing training effectiveness

Engineering Contradiction:
Improvetraining effectivenessVSAvoidrealism of phishing templates
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The system performs preliminary analysis of real phishing messages captured by security tools before creating training templates. By pre-processing and analyzing actual phishing campaigns, the system extracts authentic patterns, language, and structures that are then used to generate realistic simulated phishing templates for training purposes.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system creates copies of real phishing messages by analyzing captured phishing campaigns and reproducing their key characteristics including subject lines, body text, sender information, and formatting. These copied templates maintain the authenticity of original phishing attempts while being used safely in controlled training environments.

Inventive Principle:
Principle #26Copying

2Ease of operation

If simulated phishing messages are made too obvious, then users can easily recognize them, but they do not resemble sophisticated real phishing threats

Engineering Contradiction:
Improveuser recognition of phishingVSAvoidrealism of simulated messages
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The system applies local quality by varying the realism level across different elements of simulated phishing messages. Critical elements like subject lines and sender information are made highly realistic based on analyzed phishing patterns, while other elements maintain sufficient clarity for training purposes. This creates a balanced template where authenticity is concentrated where it matters most.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system changes parameters of simulated phishing messages based on analysis of real phishing campaigns. By adjusting parameters such as language style, formatting patterns, sender domain characteristics, and message structure derived from actual phishing data, the system generates templates that match the sophistication level of real threats while remaining suitable for training.

Inventive Principle:
Principle #35Parameter changes

3Adaptability or versatility

If manual creation of phishing templates is performed, then templates can be customized, but the process is time-consuming and lacks scalability

Engineering Contradiction:
Improvetemplate customizationVSAvoidtemplate generation speed
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The system performs self-service by automatically analyzing captured phishing messages and generating training templates without requiring manual intervention. The system autonomously extracts patterns, creates templates, and updates the template library continuously, eliminating the need for security analysts to manually create and maintain phishing templates while maintaining high adaptability.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system creates universal templates that serve multiple functions: they can be used for different training scenarios, adapted to various user roles, and deployed across multiple organizations. By analyzing diverse phishing campaigns and creating generalized templates that capture common phishing patterns, the system achieves both customization and scalability simultaneously.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS12309190B2Automated effective template generation
Publication Date: 2025.05.20 KNOWBE4 INC
  • US12309190B2 patent drawing
  • US12309190B2 patent drawing
  • US12309190B2 patent drawing

AI summary

The systems and methods disclose an automated effective template generation and recommendation for selection. A semantic similarity of a plurality of messages may be identified that at least meets a similarity threshold, each of the plurality of messages reported by a plurality of users as a potentially malicious message. The plurality of messages may be indexed under a common template identifier. One or more messages of the plurality of messages indexed under the common template identifier may be determined to have a report-to-reach ratio less than a report-to-reach threshold. Responsive to the determination, the one or more messages may be identified to be used for generating one or more simulated phishing templates. A recommendation of the one or more templates may be provided to a system administrator and/or a security awareness and simulation training platform to create and deliver simulated phishing messages using the templates.