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 PolicyCenter. They can also be created by caller applications using
Through Cloud API, a note can be attached to an account, a job, or a policy. Notes can also
be attached to activities.
For a complete description of the functionality of notes in PolicyCenter, see the
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 endpoints for
querying for a note with a given ID, are declared in the Common API. Notes can also belong to
accounts, jobs, and policies. These objects 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 job, are declared in the Account API, Job API, or Policy 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.