NOTE: note

webhook

note

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

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

Payload

balance_id

string

The balance ID, also called the galileo_account_number. Legacy field: account_id.

date

string

Effective date-time for the note. Format: YYYY-MM-DD hh:mm:ss

event_ts

string

Timestamp when the message was ingested by SoFi Tech Solutions (Mountain Standard Time). Format: "YYYY-MM-DD hh:mm:ss MST". Legacy fields: timestamp, tran_timestamp.

external_account_id

string

User-supplied identifier to link to an external system.

external_customer_id

string

Identifier used to associate multiple accounts under the same customer. This identifier is supplied by the provider, not SoFi Tech Solutions.

method

string

Event category. Indicates the type of event.

msg_event_id

string

Unique system-generated identifier for this message.

msg_id

string

The four-letter code to identify this event.

prn

string

SoFi Tech Solutions 12-digit payment reference number (PRN) for the account. Legacy field: pmt_ref_no.

prod_id

string

The product ID of the account.

prog_id

string

The program ID of the account.

text

string

Text of the note.

type

string

The name of this event: "note"

user

string

Name of the user who created the note.