> For the complete documentation index, see [llms.txt](https://help.hummingbird.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.hummingbird.co/platform-administration/how-are-filing-institutions-and-financial-institutions-related.md).
# How are Filing Institutions and Financial Institutions related?
Filing Institutions and Financial Institutions are related, but serve different purposes.
### Filing Institutions
Filing Institutions show information about your organization that would be included to identify your organization when you file a SAR; such as legal name, tax ID, institution type, primary regulator, financial intelligence unit, etc.), Organization Identifier (e.g., Central Registration Depository (CRD) ID number), and credentials needed to access the FIU. The ability to edit this information is enabled via a Badge Permission.
### Financial Institutions
Financial Institutions contain much of the same information as a Filing Institution and are provided within the SAR to identify the institution where unusual activity has occurred. In the vast majority of cases, the Financial Institution is the same entity that is filing the report.
### So, how do they relate to each other?
Because Filing Institutions and Financial Institutions can be the same entity, they are linked in the platform. Linked Financial Institutions have a check icon showing that it is an "official" institution and should be used in filings.
### How do I edit Financial Institutions?
Because of the link between "official" Financial Institutions and Filing Institutions, all edits to their data occurs along with editing Filing Institution Data. The profile view of these Financial Institutions contains both the check icon, and a "Read Only" indicator. The ability to edit data for these entities is behind a permission, and can be edited in the Filing Institution tab in the settings page.
### How can Hummingbird help ensure the appropriate institution is included for manually created cases?
Easy! We can automatically add the "official" Financial Institution to manually created cases. This is a configuration setting and can be enabled or disabled by your team at Hummingbird.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.hummingbird.co/platform-administration/how-are-filing-institutions-and-financial-institutions-related.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.