A system for the entry of notes on a policy or claim, wherein the notes, after submission, are stored is non-editable form and are locked in a database for historical archival. In one scenario, the entered notes are editable and can be deleted for a pre-set time period, wherein, after the expiration of the pre-set time period, the entered notes are stored is non-editable form and are locked in a database for historical archival. Filters can be used to categorize and render the stored notes based on a set of categories.