Viewing and managing notes in Agent Portal

Agents view and delete notes on policies and applications in Agent Portal.

In an agent portal, you can call APIs to list and delete notes.

Viewing all notes on a policy

To view a list of notes for a specific policy, call the following API:

GET /policies/systemId/notes

Viewing a specific policy note

To view a specific policy note, call the following API:

GET /policies/systemId/notes/noteId

Deleting a policy notes

To delete a policy note, call the following API:

DELETE /policies/systemId/notes/noteId

Viewing all notes on an application

To view a list of notes for a specific application, call the following API:

GET /applications/systemId/notes

Viewing a specific application note

To view a specific application note, call the following API:

GET /applications/systemId/notes/noteId

Deleting an application note

To delete an application note, call the following API:

DELETE /applications/systemId/notes/noteId