A note was added to the specified account in the Customer Service Tool or by the Program API.

Code — NOTE
Event trigger — A note is added to the account.
Processes — These processes contain the event trigger:
- Program API endpoints:
  - Add Customer Note
  - Add Account for an overdraft account
  - Modify Status
  - Get Ingo Customer ID errors
  - Charge Off Account success
  - Expire Authorization success
  - Reset Card PIN Fail Count with notate: 1
- Customer Service Tool

Fields

All fields are strings. Your field names may vary. Default fields are included in the default webhook template. See Default and optional fields for more information.

Field	Default	Description
balance_id		The balance ID, also called the `galileo_account_number`. Example: `"20211"`
ch_group_id		Corporate Hierarchy group identifier. Example: `"2544"`
date	X	Effective date-time for the note. Format: `YYYY-MM-DD hh:mm:ss` Example: `"2025-03-22 19:34:55"`
extcustid		Identifier used to associate multiple accounts under the same customer. This identifier is supplied by the provider, not SoFi Tech Solutions. Example: `"acv#-@45!sbsxm%-"`
msg_event_id		Unique system-generated identifier for this message. Example: `"243693"`
msg_id		The four-letter code to identify this event. Example: `"NOTE"`
pmt_ref_no	X	SoFi Tech Solutions 12-digit payment reference number (PRN) for the account. Example: `"999101003022"`
prod_id		The product ID of the account. Example: `"1701"`
prog_id		The program ID of the account. Example: `"305"`
text	X	Text of the note. Example: `"Cardholder cancels dispute."`
type	X	The name of this event: `"note"`
user	X	Name of the user who created the note. Example: `"Jane Richards"`
user_data		Populated according to your use case and needs by arrangement with SoFi Tech Solutions.

Example

# note example:
{
  "balance_id": "20211",
  "date": "2025-03-22 19:34:55",
  "extcustid": "acv#-@45!sbsxm%-",
  "msg_event_id": "243693",
  "msg_id": "NOTE",
  "pmt_ref_no": "999101003022",
  "prod_id": "1701",
  "prog_id": "305",
  "text": "Cardholder cancels dispute.",
  "type": "note",
  "user": "Jane Richards"
}