Add a Note and Document

post

https://merchantapp.io/{cobrandSlug}/api/v2/MerchantApplications/{merchantApplicationId}/note

Add a note to a merchant application and, optionally, upload a single document along with it. To upload more than one document, make a separate call for each.

Notes appear in the New Accounts UI under Underwriting Dashboard > Notes tab. An attached document appears on the Documents tab.

Accepted document types are CSV, DOCX, GIF, HTML, JPEG, JSON, PDF, PNG, TSV, TXT, XML, and ZIP. The maximum file size is 20 MB.

Recent Requests

Time	Status	User Agent
Retrieving recent requests…

Loading…

Path Params

cobrandSlug

string

required

The unique cobrand identifier assigned by Infinicept. This value is available on the Settings page within your cobrand in the Account Settings > Url Slug field.

merchantApplicationId

string

required

Body Params

AttachedDocumentBase64

string | null

The document to attach to the note, Base64 encoded. Optional. Accepted document types are CSV, DOCX, GIF, HTML, JPEG, JSON, PDF, PNG, TSV, TXT, XML, and ZIP. The maximum file size is 20 MB.

AttachedDocumentName

string | null

The title of the attached document. Required when AttachedDocumentBase64 is provided.

NoteContent

string | null

required

The body of the note. A maximum of 1,000 characters is recommended.

UnderwritingServiceID

int32 | null

The identifier of the underwriting service the note applies to. Optional.

UserEmailAddress

string | null

The email address of the cobrand- or client-level user to record as the author of the note. Optional.

Headers

X-AuthenticationKeyId

string

required

The API key id used to authenticate your request to Infinicept. API keys are managed within your New Accounts cobrand.

X-AuthenticationKeyValue

string

required

The API key value used to authenticate your request to Infinicept. API keys are managed within your New Accounts cobrand.

string

enum

Defaults to application/json

Generated from available response content types

Allowed:

content-type

string

enum

Defaults to application/json

Generated from available request content types

Allowed:

Responses

Language

Loading…

Response

Click Try It! to start a request and see the response here! Or choose an example:

application/json

text/json

202Note added successfully

400Validation error