What are Aliases on a Family Member page?

Aliases help Trustworthy recognize the many different ways a person’s name may appear across documents, accounts, bills, forms, and other information.

Some aliases are added automatically by Trustworthy’s AI as it analyzes your information. Others can be added manually by you.

In real life, the same person is often referenced in multiple ways depending on the document or institution. For example:

• Full legal names

• Shortened names

• Initials

• Last name first formatting

• Capitalization differences

• Variations pulled from scanned documents or forms

A person named Anna Claire Thompson might automatically accumulate aliases like:

• THOMPSON, ANNA CLAIRE

• Anna Thompson

• Anna Claire Thompson

• Thompson, Anna Claire

• ANNA THOMPSON

• ANNA C THOMPSON

• Anna C Thompson

These variations help Trustworthy recognize that all of those references likely belong to the same person.

Trustworthy’s AI may generate aliases from:

• uploaded documents,

• account records,

• scanned forms,

• OCR text recognition,

• or formatting differences used by organizations.

Because of this, aliases are not limited to formal or legal names. The goal is to help the system recognize text variations tied to the same person.

Occasionally, the AI may also make mistakes. For example:

• two family members may have similar names,

• a middle name may be confused with a first name,

• or a document may incorrectly associate a name variation with the wrong person.

You should only remove aliases that are clearly wrong or unrelated to that person.

In the earlier example, if the AI had added “Kara Anna Thompson,” that alias would likely be absolutely incorrect and should be removed. It could be that the model accidentally merged words together or had a hallucination.

Many aliases that may look repetitive, oddly formatted, or even incomplete are still useful for helping Trustworthy correctly recognize and organize information. These are usually helpful to keep.

Per the example above, that might include:

• ALL CAPS versions

• Last name first versions

• Versions with initials

• Partial name variations

• Slight formatting differences

Yes. You can add aliases manually for names a person commonly uses or may appear under, such as:

• Maiden names

• Previous married or other names

• Nicknames

• Stage or professional names

• Alternate spellings

• Names used on online accounts or subscriptions

Adding these can improve search results, document matching, and AI organization across your household information.

To add an alias:

1. Navigate to the Family member page you wish to edit.

2. Scroll down to Aliases and double click to enter Edit mode.

3. Revise, remove, or add as needed, and Save.

Think of aliases as “other names this person may appear under” — not just formal legal aliases.