# Hummingbird Help Center

## Hummingbird Help Center

- [General](https://help.hummingbird.co/general.md)
- [Adding additional data to a review (Custom Fields)](https://help.hummingbird.co/general/adding-additional-data-to-a-review-custom-fields.md)
- [What is Hummingbird?](https://help.hummingbird.co/general/what-is-hummingbird.md)
- [How do I send feedback or get answers to my questions about Hummingbird?](https://help.hummingbird.co/general/how-do-i-send-feedback-or-get-answers-to-my-questions-about-hummingbird.md)
- [How do I sign-in to Hummingbird for the first time?](https://help.hummingbird.co/general/how-do-i-sign-in-to-hummingbird-for-the-first-time.md)
- [What are the Hummingbird APIs?](https://help.hummingbird.co/general/what-are-the-hummingbird-apis.md)
- [What is Hummingbird’s onboarding process?](https://help.hummingbird.co/general/what-is-hummingbirds-onboarding-process.md)
- [What’s Hummingbird’s data retention policy?](https://help.hummingbird.co/general/whats-hummingbirds-data-retention-policy.md)
- [What’s Hummingbird’s security and data management policy?](https://help.hummingbird.co/general/whats-hummingbirds-security-and-data-management-policy.md)
- [Which browser is Hummingbird compatible with?](https://help.hummingbird.co/general/which-browser-is-hummingbird-compatible-with.md)
- [Which features should I highlight during an audit? What should I present to the regulators?](https://help.hummingbird.co/general/which-features-should-i-highlight-during-an-audit-what-should-i-present-to-the-regulators.md)
- [Analytics](https://help.hummingbird.co/analytics.md)
- [How can I export data from an Analytics table?](https://help.hummingbird.co/analytics/how-can-i-export-data-from-an-analytics-table.md)
- [Where can I see a summary of all my cases over time?](https://help.hummingbird.co/analytics/where-can-i-see-a-summary-of-all-my-cases-over-time.md)
- [Where can I see a summary of all the stats associated with my cases?](https://help.hummingbird.co/analytics/where-can-i-see-a-summary-of-all-the-stats-associated-with-my-cases.md)
- [Where can I see my team's workload and analyze the time it takes to complete reviews?](https://help.hummingbird.co/analytics/where-can-i-see-my-teams-workload-and-analyze-the-time-it-takes-to-complete-reviews.md): Use Productivity Analytics to understand your team's performance and improve your compliance operations.
- [Case Management](https://help.hummingbird.co/case-management.md)
- [How can I add tags to cases?](https://help.hummingbird.co/case-management/how-can-i-add-tags-to-cases.md): Hummingbird provides the ability to tag cases for quick identification
- [Can I delete cases that were created by accident?](https://help.hummingbird.co/case-management/can-i-delete-cases-that-were-created-by-accident.md)
- [Can I make changes to a case that’s already been submitted for approval?](https://help.hummingbird.co/case-management/can-i-make-changes-to-a-case-thats-already-been-submitted-for-approval.md)
- [Can I set ongoing monitoring/reminders for certain cases? Where can I find these cases?](https://help.hummingbird.co/case-management/can-i-set-ongoing-monitoring-reminders-for-certain-cases-where-can-i-find-these-cases.md)
- [How can I add an approver in within a review?](https://help.hummingbird.co/case-management/how-can-i-add-an-approver-in-within-a-review.md)
- [How can I assign a review to a team member?](https://help.hummingbird.co/case-management/how-can-i-assign-a-review-to-a-team-member.md)
- [How can I change the assignee name on a completed review?](https://help.hummingbird.co/case-management/how-can-i-change-the-assignee-name-on-a-completed-review.md)
- [How can I configure workflows in Hummingbird?](https://help.hummingbird.co/case-management/how-can-i-configure-workflows-in-hummingbird.md)
- [How can I confirm that a file has successfully been imported in Hummingbird?](https://help.hummingbird.co/case-management/how-can-i-confirm-that-a-file-has-successfully-been-imported-in-hummingbird.md)
- [How can I create a new case?](https://help.hummingbird.co/case-management/how-can-i-create-a-new-case.md)
- [How can I create triggers for a case?](https://help.hummingbird.co/case-management/how-can-i-create-triggers-for-a-case.md)
- [How can I filter my cases by review type?](https://help.hummingbird.co/case-management/how-can-i-filter-my-cases-by-review-type.md)
- [How can I reorder existing columns or add columns on my dashboard?](https://help.hummingbird.co/case-management/how-can-i-reorder-existing-columns-or-add-columns-on-my-dashboard.md)
- [How can I see time-sensitive (high priority) cases?](https://help.hummingbird.co/case-management/how-can-i-see-time-sensitive-high-priority-cases.md)
- [How can I verify that the cyber event indicators have been imported correctly?](https://help.hummingbird.co/case-management/how-can-i-verify-that-the-cyber-event-indicators-have-been-imported-correctly.md)
- [How can I view details of a case or work on a case?](https://help.hummingbird.co/case-management/how-can-i-view-details-of-a-case-or-work-on-a-case.md)
- [How can I view and manage Subject data?](https://help.hummingbird.co/case-management/how-can-i-view-and-manage-subject-data.md): Managing Subjects, Accounts, and Devices
- [How can I see all Profiles associated with my cases?](https://help.hummingbird.co/case-management/how-can-i-see-all-profiles-associated-with-my-cases.md): Let's look at the Profile Dashboard
- [How do I complete a review (from start to finish)?](https://help.hummingbird.co/case-management/how-do-i-complete-a-review-from-start-to-finish.md)
- [How do I manually import data into Hummingbird?](https://help.hummingbird.co/case-management/how-do-i-manually-import-data-into-hummingbird.md)
- [How does the timestamp work in Hummingbird?](https://help.hummingbird.co/case-management/how-does-the-timestamp-work-in-hummingbird.md)
- [How can I download case files?](https://help.hummingbird.co/case-management/how-can-i-download-case-files.md)
- [Is there a size limit for uploaded files?](https://help.hummingbird.co/case-management/is-there-a-size-limit-for-uploaded-files.md)
- [How should I manage case names in Hummingbird?](https://help.hummingbird.co/case-management/how-should-i-manage-case-names-in-hummingbird.md)
- [Collaboration](https://help.hummingbird.co/collaboration.md)
- [Are comments included in SAR filings or other reports?](https://help.hummingbird.co/collaboration/are-comments-included-in-sar-filings-or-other-reports.md)
- [How can I alert a team member to a case?](https://help.hummingbird.co/collaboration/how-can-i-alert-a-team-member-to-a-case.md)
- [How can I manage a joint SAR?](https://help.hummingbird.co/collaboration/how-can-i-manage-a-joint-sar.md)
- [Where can I find my in-app notifications?](https://help.hummingbird.co/collaboration/where-can-i-find-my-in-app-notifications.md)
- [Where can I leave comments for team members in Hummingbird?](https://help.hummingbird.co/collaboration/where-can-i-leave-comments-for-team-members-in-hummingbird.md)
- [How can I add formatting to my Narratives?](https://help.hummingbird.co/collaboration/how-can-i-add-formatting-to-my-narratives.md): Add some style to your Narratives.
- [Where can I manage my email notifications?](https://help.hummingbird.co/collaboration/where-can-i-manage-my-email-notifications.md)
- [Data Integrations](https://help.hummingbird.co/data-integrations.md)
- [How should I integrate transaction monitoring alerts? What’s the recommended data flow?](https://help.hummingbird.co/data-integrations/how-should-i-integrate-transaction-monitoring-alerts-whats-the-recommended-data-flow.md)
- [Reporting Credit Card Numbers on SAR Forms](https://help.hummingbird.co/data-integrations/reporting-credit-card-numbers-on-sar-forms.md)
- [What are the minimum data requirements for importing transactions?](https://help.hummingbird.co/data-integrations/what-are-the-minimum-data-requirements-for-importing-transactions.md)
- [Why did Hummingbird reject my file import? Why did my file fail to import?](https://help.hummingbird.co/data-integrations/why-did-hummingbird-reject-my-file-import-why-did-my-file-fail-to-import.md)
- [When importing data to existing cases, how are locked cases handled?](https://help.hummingbird.co/data-integrations/when-importing-data-to-existing-cases-how-are-locked-cases-handled.md)
- [Features](https://help.hummingbird.co/features.md)
- [Batch Filings w/ FinCEN](https://help.hummingbird.co/features/batch-filings-w-fincen.md): Send filings to FinCEN in batches.
- [Case File Attachments](https://help.hummingbird.co/features/case-file-attachments.md)
- [Case Pinning](https://help.hummingbird.co/features/case-pinning.md)
- [Enhanced Dashboard Filtering](https://help.hummingbird.co/features/enhanced-dashboard-filtering.md)
- [CRM Entity Merging](https://help.hummingbird.co/features/crm-entity-merging.md)
- [Expectations](https://help.hummingbird.co/features/crm-entity-merging/expectations.md): Merging profiles have far-reaching implications
- [API Interaction](https://help.hummingbird.co/features/crm-entity-merging/api-interaction.md)
- [Upcoming work](https://help.hummingbird.co/features/crm-entity-merging/upcoming-work.md)
- [CRM Profile Attachments](https://help.hummingbird.co/features/crm-profile-attachments.md): Include file attachments on CRM objects
- [CRM Relationships (including beneficial owners)](https://help.hummingbird.co/features/crm-relationships-including-beneficial-owners.md): Hummingbird allows you to relate Profiles to other Profiles
- [Queue Assignments](https://help.hummingbird.co/features/queue-assignments.md): Organizing work by groups of people
- [Quick Links](https://help.hummingbird.co/features/quick-links.md): Create lightweight shortcuts to the tools you use daily, whether it is Google or one of the other platforms you use outside of Hummingbirds.
- [Tag Management](https://help.hummingbird.co/features/tag-management.md)
- [Traceable Filings](https://help.hummingbird.co/features/traceable-filings.md): Get more insight into what is happening when you file a SAR.
- [Can I lock the information in a case?](https://help.hummingbird.co/features/can-i-lock-the-information-in-a-case.md)
- [Can I add custom suspicious activities to the Activities task?](https://help.hummingbird.co/features/can-i-add-custom-suspicious-activities-to-the-activities-task.md)
- [Can I configure surveys within a workflow?](https://help.hummingbird.co/features/can-i-configure-surveys-within-a-workflow.md)
- [How can I add information to a case?](https://help.hummingbird.co/features/how-can-i-add-information-to-a-case.md)
- [How can I remove a Profile from a case?](https://help.hummingbird.co/features/how-can-i-remove-a-profile-from-a-case.md)
- [How can I update information for an entity?](https://help.hummingbird.co/features/how-can-i-update-information-for-an-entity.md)
- [How can I visualize the connections among all the entities within a case?](https://help.hummingbird.co/features/how-can-i-visualize-the-connections-among-all-the-entities-within-a-case.md)
- [How can I visualize the location of each of the entities associated with a case?](https://help.hummingbird.co/features/how-can-i-visualize-the-location-of-each-of-the-entities-associated-with-a-case.md)
- [How will the information in my case map to fields in Suspicious Activity Reports (SARs)?](https://help.hummingbird.co/features/how-will-the-information-in-my-case-map-to-fields-in-suspicious-activity-reports-sars.md)
- [What are narrative templates and where I can manage them in Hummingbird?](https://help.hummingbird.co/features/what-are-narrative-templates-and-where-i-can-manage-them-in-hummingbird.md)
- [How do I manage transactions?](https://help.hummingbird.co/features/how-do-i-manage-transactions.md)
- [Would I get notified when a subject is involved in another case?](https://help.hummingbird.co/features/would-i-get-notified-when-a-subject-is-involved-in-another-case.md)
- [Hummingbird AI: Security & Privacy Overview](https://help.hummingbird.co/features/hummingbird-ai-security-and-privacy-overview.md)
- [Hummingbird API](https://help.hummingbird.co/hummingbird-api.md)
- [How do I generate API keys?](https://help.hummingbird.co/hummingbird-api/how-do-i-generate-api-keys.md)
- [How do I get started with Hummingbird’s API integration?](https://help.hummingbird.co/hummingbird-api/how-do-i-get-started-with-hummingbirds-api-integration.md)
- [Is there a limit on the size of API calls?](https://help.hummingbird.co/hummingbird-api/is-there-a-limit-on-the-size-of-api-calls.md)
- [What’s the difference between the Alerts API and the Case API?](https://help.hummingbird.co/hummingbird-api/whats-the-difference-between-the-alerts-api-and-the-case-api.md)
- [Where can I get more information about why an API call failed?](https://help.hummingbird.co/hummingbird-api/where-can-i-get-more-information-about-why-an-api-call-failed.md)
- [Can I upload files over the API?](https://help.hummingbird.co/hummingbird-api/can-i-upload-files-over-the-api.md)
- [Supported Mime Types](https://help.hummingbird.co/hummingbird-api/can-i-upload-files-over-the-api/supported-mime-types.md)
- [How do I upload larger Alerts data via API?](https://help.hummingbird.co/hummingbird-api/how-do-i-upload-larger-alerts-data-via-api.md)
- [Platform Administration](https://help.hummingbird.co/platform-administration.md)
- [Can Hummingbird auto-assign reviews to my teammates?](https://help.hummingbird.co/platform-administration/can-hummingbird-auto-assign-reviews-to-my-teammates.md)
- [Can I remove certain data imports or clear out the entire import history in my sandbox or production](https://help.hummingbird.co/platform-administration/can-i-remove-certain-data-imports-or-clear-out-the-entire-import-history-in-my-sandbox-or-production.md)
- [How Do I Export My Organization's History?](https://help.hummingbird.co/platform-administration/how-do-i-export-my-organizations-history.md): Sometimes it is useful to export all history for your organization to help with audits, exams, or to analyze activity.
- [How can I switch between organizations I’m assigned to?](https://help.hummingbird.co/platform-administration/how-can-i-switch-between-organizations-im-assigned-to.md)
- [How can I view or change information about my team or organization?](https://help.hummingbird.co/platform-administration/how-can-i-view-or-change-information-about-my-team-or-organization.md)
- [How are Filing Institutions and Financial Institutions related?](https://help.hummingbird.co/platform-administration/how-are-filing-institutions-and-financial-institutions-related.md)
- [How do badges (roles & permissions) work in Hummingbird?](https://help.hummingbird.co/platform-administration/how-do-badges-roles-and-permissions-work-in-hummingbird.md)
- [How do I access my Hummingbird sandbox or production environment?](https://help.hummingbird.co/platform-administration/how-do-i-access-my-hummingbird-sandbox-or-production-environment.md)
- [How do I switch the integration from sandbox to production at launch?](https://help.hummingbird.co/platform-administration/how-do-i-switch-the-integration-from-sandbox-to-production-at-launch.md)
- [How does the out of office functionality work in Hummingbird?](https://help.hummingbird.co/platform-administration/how-does-the-out-of-office-functionality-work-in-hummingbird.md)
- [How should I configure my firewall settings?](https://help.hummingbird.co/platform-administration/how-should-i-configure-my-firewall-settings.md)
- [What’s the difference between the Organization tab and the Filing Institution tab in Settings?](https://help.hummingbird.co/platform-administration/whats-the-difference-between-the-organization-tab-and-the-filing-institution-tab-in-settings.md)
- [Where can I check the system status of the Hummingbird platform?](https://help.hummingbird.co/platform-administration/where-can-i-check-the-system-status-of-the-hummingbird-platform.md)
- [Where can I manage my account information?](https://help.hummingbird.co/platform-administration/where-can-i-manage-my-account-information.md)
- [Where can I see a history of user activity in Hummingbird?](https://help.hummingbird.co/platform-administration/where-can-i-see-a-history-of-user-activity-in-hummingbird.md)
- [Where can I see a list of released features within the Hummingbird platform?](https://help.hummingbird.co/platform-administration/where-can-i-see-a-list-of-released-features-within-the-hummingbird-platform.md)
- [Reporting FAQ](https://help.hummingbird.co/reporting-faq.md)
- [Does Hummingbird guarantee that SAR filings won’t receive warnings or be rejected?](https://help.hummingbird.co/reporting-faq/does-hummingbird-guarantee-that-sar-filings-wont-receive-warnings-or-be-rejected.md)
- [How can I flag transactions? How can I view the list of flagged transactions as part of the SAR?](https://help.hummingbird.co/reporting-faq/how-can-i-flag-transactions-how-can-i-view-the-list-of-flagged-transactions-as-part-of-the-sar.md)
- [How do I connect Hummingbird to FinCEN?](https://help.hummingbird.co/reporting-faq/how-do-i-connect-hummingbird-to-fincen.md)
- [How does FinCEN process SAR filings? How long does it typically take to process these filings?](https://help.hummingbird.co/reporting-faq/how-does-fincen-process-sar-filings-how-long-does-it-typically-take-to-process-these-filings.md)
- [How does Hummingbird manage connectivity to FinCEN?](https://help.hummingbird.co/reporting-faq/how-does-hummingbird-manage-connectivity-to-fincen.md)
- [What happens if I mistakenly resubmit a SAR filing that has already been sent to FinCEN?](https://help.hummingbird.co/reporting-faq/what-happens-if-i-mistakenly-resubmit-a-sar-filing-that-has-already-been-sent-to-fincen.md)
- [What is the Hummingbird SAR Filing API?](https://help.hummingbird.co/reporting-faq/what-is-the-hummingbird-sar-filing-api.md)
- [Where can I download a case data summary report?](https://help.hummingbird.co/reporting-faq/where-can-i-download-a-case-data-summary-report.md)
- [Why are validation errors preventing me from closing out or submitting a case?](https://help.hummingbird.co/reporting-faq/why-are-validation-errors-preventing-me-from-closing-out-or-submitting-a-case.md)
- [Does FinCEN support Unicode characters?](https://help.hummingbird.co/reporting-faq/does-fincen-support-unicode-characters.md)
- [Why are certain value missing in the downloadable FinCEN SAR PDF?](https://help.hummingbird.co/reporting-faq/why-are-certain-value-missing-in-the-downloadable-fincen-sar-pdf.md)
- [Account & Access Management](https://help.hummingbird.co/account-and-access-management.md)
- [How can I add users to my sandbox or production accounts?](https://help.hummingbird.co/account-and-access-management/how-can-i-add-users-to-my-sandbox-or-production-accounts.md)
- [How can I remove users from my sandbox or production accounts?](https://help.hummingbird.co/account-and-access-management/how-can-i-remove-users-from-my-sandbox-or-production-accounts.md)
- [How can I reset my password?](https://help.hummingbird.co/account-and-access-management/how-can-i-reset-my-password.md)
- [Do you support Single Sign-On?](https://help.hummingbird.co/account-and-access-management/do-you-support-single-sign-on.md)
- [How do I set up two-factor authentication?](https://help.hummingbird.co/account-and-access-management/how-do-i-set-up-two-factor-authentication.md)
- [Password Policy](https://help.hummingbird.co/account-and-access-management/password-policy.md)
- [Custom Session Settings](https://help.hummingbird.co/account-and-access-management/custom-session-settings.md)
- [IP Filtering](https://help.hummingbird.co/account-and-access-management/ip-filtering.md)
- [Enabling Directory Sync (SCIM)](https://help.hummingbird.co/account-and-access-management/enabling-directory-sync-scim.md)
- [Notices](https://help.hummingbird.co/notices.md)
- [Planned Maintenance Schedule](https://help.hummingbird.co/notices/planned-maintenance-schedule.md)