Social Engineering Assessment Using Simulated Vishing and Phishing

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Solution Overview

Problem

Conventional threat awareness arrangements fail to train individuals effectively to differentiate between vishing and non-vishing calls, smishing text messages, and phishing emails, making it difficult to identify and report cyber-attacks, leading to potential financial loss and business disruption.

Innovation Solution

A social engineering threat assessment platform (SETAP) that simulates vishing phone calls, smishing text messages, and phishing emails based on intelligence data, analyzes responses, and provides feedback for targeted trainings to enhance awareness and mitigate risks.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional threat awareness arrangements are used, then basic cyber security awareness can be provided, but individuals cannot effectively differentiate between vishing and non-vishing calls, smishing text messages, and phishing emails

Engineering Contradiction:
Improveeffectiveness of threat awareness trainingVSAvoidability to identify and report cyber-attacks
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system performs preliminary actions by simulating realistic social engineering attacks before they occur in real life. The platform creates and executes simulated vishing calls, smishing text messages, and phishing emails as training exercises, allowing individuals to practice their identification and response skills in a controlled environment before facing actual threats.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback mechanisms by analyzing individual responses to simulated attacks and providing personalized feedback. The platform tracks whether individuals correctly identify social engineering attempts, reports their response actions, and provides feedback on their performance, enabling continuous improvement of their cyber security awareness and response capabilities.

Inventive Principle:
Principle #23Feedback

2Loss of information

If conventional threat awareness arrangements are used, then general security knowledge can be disseminated, but it becomes difficult to identify and report smishing text messages or phishing emails

Engineering Contradiction:
Improveability to identify and report cyber-attacksVSAvoidaccuracy in identifying social engineering threats
Core Design Contradiction:
Loss of informationVSReliability

Solution Approach 1:

The system creates copies of real social engineering attacks in the form of simulated vishing calls, smishing text messages, and phishing emails. These simulations replicate the actual attack patterns, messaging techniques, and social engineering tactics used by threat actors, allowing individuals to practice identifying and reporting these threats accurately in a risk-free training environment.

Inventive Principle:
Principle #26Copying

3Productivity

If simulated social engineering attacks are executed against targets, then training effectiveness can be measured, but the system complexity increases

Engineering Contradiction:
Improvetraining effectiveness and targeted learningVSAvoidplatform structure and operation
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments the complex social engineering training process into distinct, manageable components. The platform divides training into separate modules for different attack types (vishing calls, smishing text messages, phishing emails), allows individual customization of training scenarios based on target profiles, and organizes the evaluation process into discrete assessment steps, making the overall complex system more manageable and scalable.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS20260050861A1Social Engineering Threat Assessment Platform (SETAP)
Publication Date: 2026.02.19 BANK OF AMERICA CORP
  • US20260050861A1 patent drawing
  • US20260050861A1 patent drawing
  • US20260050861A1 patent drawing

AI summary

The present disclosure provides a method, a computing platform, and a system for social engineering threat assessment. The method, conducted by a computing platform having one or more processors, includes converting social engineering threat data into one or more templates, simulating one or more social engineering attacks for a target based on the one or more templates, analyzing the one or more simulated social engineering attacks for the target; executing the one or more simulated social engineering attacks for the target based on analysis results by initiating one or more simulated vishing phone calls to the target, receiving, from a computing device associated with the target, response data responsive to the one or more simulated vishing phone calls, and providing, as feedback, execution results to one or more parties.