Notes

A note is a free-form record of the actions or thinking of a user or process. Notes are typically used to capture information that cannot be easily captured in some other way on some other business object. Notes are typically created by users, but they can be created by batch processes or other system behavior within ClaimCenter. They can also be created by caller applications using system APIs.

Through Cloud API, a note can be attached to a claim. It can also optionally be attached to an exposure, a ClaimContact, or a service request on that claim. Notes can also be attached to activities.

For a complete description of the functionality of notes in ClaimCenter, see the Application Guide.

Note: Notes exist in all core InsuranceSuite applications. To ensure that notes behave in a common way across all applications, some note endpoints, such as the endpoint for querying for a note with a given ID, are declared in the Common API. Notes can also belong to claims, which do not exist in all InsuranceSuite applications. This means that other note endpoints, such as the endpoint for querying for notes related to a given claim, are declared in the Claim API. This topic always identifies the API in which each endpoint is declared.
Note: ContactManager for Cloud API includes the Common API and its endpoints for working with notes. However, in the base configuration of the ContactManager application, there is no user interface or business rule support for notes. The notes endpoints have been included in Cloud API for ContactManager primarily for the sake of consistency, and also to support any insurer who wishes to configure ContactManager so that it can work with notes.