{
  "id": "AIBD-0575",
  "title": "Manchester People’s Panel shapes a proposed public-facing Caddy AI advice service",
  "summary": "Manchester residents proposed safeguards for a public-facing Caddy service. Wider access to understandable advice remains intended; the panel’s design recommendations are reported.",
  "date_observed": "2026-09-02",
  "date_basis": "source publication",
  "date_precision": "day",
  "benefit_status": "intended",
  "source_collection": "LGA AI case-study bank",
  "source_entry": "LGA-015",
  "account": "In a September 2026 post, Citizens Advice SORT’s Stuart Pearson describes a January panel that considered three proposals for public-facing Caddy and proposed a fourth. Residents called for client choice, human escalation for red flags, and transparency. They also noted that members of the public would lack trained advisers’ prompting skills. A separate Open University interview describes an earlier presentation in July 2024. The council’s LGA account reports learning and confidence changes from its wider participation program, not improved outcomes from Caddy. None of these accounts establishes deployment of the proposed public service or a benefit to its clients.",
  "category": "general benefit",
  "unexpected": false,
  "purpose": "Extend access to understandable advice through a proposed public-facing AI service with human escalation and user choice.",
  "system": "Proposed public-facing Caddy AI advice service",
  "model_version": null,
  "developer": "Citizens Advice Stockport, Oldham, Rochdale and Trafford",
  "deployer": "Citizens Advice Stockport, Oldham, Rochdale and Trafford (proposed public-facing service)",
  "location": "Manchester, United Kingdom",
  "domain": "Public advice and community participation",
  "segment": null,
  "benefit_type": "Improved Accessibility",
  "taxonomy_note": null,
  "registry_ids": {},
  "ratings": [
    {
      "group": "personal",
      "depth": null,
      "reason": "Advice recipients are intended beneficiaries. The proposed design has no established client outcome."
    },
    {
      "group": "organizational",
      "depth": null,
      "reason": "Citizens Advice received specific design input. Its contribution to service capability and performance remains unassessed."
    }
  ],
  "ai_role": {
    "status": "unassessed",
    "statement": "Caddy would support public-facing advice. The panel generated the design recommendations; the intended AI contribution to advice outcomes has not been evaluated."
  },
  "evidence": [
    {
      "kind": "other",
      "citation": "Stuart Pearson, Citizens Advice SORT, LinkedIn, September 2, 2026. First-person account of proposed service design and panel feedback.",
      "title": "Citizens Advice Should Be the Trusted AI Advice Service",
      "url": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
      "date": "2026-09-02",
      "written_by": "deployer",
      "quote": null
    },
    {
      "kind": "other",
      "citation": "Stuart Pearson interview in the Open University course Use cases for Generative AI, section People’s Panel for Artificial Intelligence. Describes Citizens Advice SORT’s July 2024 presentation to the council-funded panel. Publication date unspecified.",
      "title": "People’s Panel for Artificial Intelligence - Stuart Pearson interview",
      "url": "https://www.open.edu/openlearncreate/mod/oucontent/view.php?id=234605&section=3.1.4",
      "date": null,
      "written_by": "deployer",
      "quote": null
    },
    {
      "kind": "report",
      "citation": "Manchester City Council account published by the Local Government Association, January 28, 2025. Describes the council-funded People’s Panel and its educational survey results. The proposed Caddy service was not evaluated.",
      "title": "Manchester City Council: People’s Panel for AI: Building skills, confidence and residents’ voices",
      "url": "https://www.local.gov.uk/case-studies/manchester-city-council-peoples-panel-ai-building-skills-confidence-and-residents",
      "date": "2025-01-28",
      "written_by": "deployer",
      "quote": null
    }
  ],
  "replication": {
    "produced_by": [
      "Residents supplied design recommendations for a proposed AI advice service. Improvements from the resulting service remain unverified."
    ],
    "must_hold": [
      "Implementation and evaluation would be needed to determine whether the proposed service improves access. Conditions sufficient for a beneficial outcome remain unknown."
    ],
    "echoes": []
  },
  "paired_incident": null,
  "headline": "Manchester residents shape a proposed AI advice service",
  "metric": null,
  "comparator": null,
  "later": null,
  "value": null,
  "developer_country": null,
  "deployer_country": null,
  "unrated_because": null,
  "brief_notes": null,
  "brief": null,
  "revisions": [
    {
      "date": "2026-10-22",
      "change": "Added the case.",
      "source": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
      "editor": "AIBD"
    },
    {
      "date": "2026-10-24",
      "change": "Retained three firsthand accounts with distinct contributions and separated the January design discussion from the July 2024 presentation.",
      "source": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
      "editor": "AIBD"
    }
  ],
  "confidence": "claimed",
  "shade": "low",
  "claim_status": "The deployer's account",
  "claim_basis": "Sources: the deployer's report and two other sources from the deployer. The cited evidence includes no independent source and no finding by a regulator or court.",
  "profile": {
    "case_id": "AIBD-0575",
    "catalog_version": "1.0.0",
    "source_fingerprint": "777f01cda89e5997d15f6164ad23db5e37873d188343a0110ad4b9ec6d2064d2",
    "collection_refs": [
      {
        "collection_id": "aibd",
        "version": "snapshot-8bf7cfec9cb185aa"
      },
      {
        "collection_id": "aibd",
        "version": "2026-10-25"
      }
    ],
    "source_ids": [
      "AIBD-0575-source-0001",
      "AIBD-0575-source-0002",
      "AIBD-0575-source-0003"
    ],
    "families": {
      "strategic assessments": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "record_ids": []
      },
      "evaluations": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "record_ids": []
      },
      "monetary observations": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "record_ids": []
      },
      "institutional decisions": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "record_ids": []
      }
    },
    "fields": {
      "actors[]": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "developer": "Citizens Advice Stockport, Oldham, Rochdale and Trafford",
            "deployer": "Citizens Advice Stockport, Oldham, Rochdale and Trafford (proposed public-facing service)"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "developer",
            "deployer"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "actors[].ownership_control": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "ai_contribution": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "ai_relationship": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "category": "general benefit",
            "ai_role": {
              "status": "unassessed",
              "statement": "Caddy would support public-facing advice. The panel generated the design recommendations; the intended AI contribution to advice outcomes has not been evaluated."
            }
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "ai_role",
            "category"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "assessments[].alternatives": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "assessments[].assessor_date": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "assessments[].depth": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "assessments[].display_confidence": {
        "state": "value_present",
        "value": {
          "kind": "structured",
          "data": {
            "confidence": "low",
            "evidence_word": "claimed",
            "claim_status": "The deployer's account",
            "basis": "Sources: the deployer's report and two other sources from the deployer. The cited evidence includes no independent source and no finding by a regulator or court.",
            "interpretation": "Existing display rule preserved; the richer outcome-specific confidence question still needs review."
          }
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Derived from the existing case display properties; not a new evidentiary judgment.",
          "record_fields": [],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "assessments[].rationale": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "ratings": [
              {
                "group": "personal",
                "reason": "Advice recipients are intended beneficiaries. The proposed design has no established client outcome."
              },
              {
                "group": "organizational",
                "reason": "Citizens Advice received specific design input. Its contribution to service capability and performance remains unassessed."
              }
            ]
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "ratings"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "assessments[].rubric_version": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "assessments[].status_basis": {
        "state": "value_present",
        "value": {
          "kind": "text",
          "text": "Intended benefit"
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Mapped from the existing case description without a new external source review.",
          "record_fields": [
            "benefit_status"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "assessments[].target": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "ratings": [
              {
                "group": "personal",
                "reason": "Advice recipients are intended beneficiaries. The proposed design has no established client outcome."
              },
              {
                "group": "organizational",
                "reason": "Citizens Advice received specific design input. Its contribution to service capability and performance remains unassessed."
              }
            ]
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "ratings"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "availability": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "brief": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "case_kind": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "case_links[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "claims[].evidence_links": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "claims[].evidence_strength": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "claims[].missingness": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "claims[].proposition": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "cross_border_flows[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "decisions[].action_outcome": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "institutional decisions"
      },
      "decisions[].grounds": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "institutional decisions"
      },
      "decisions[].institution_task": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "institutional decisions"
      },
      "decisions[].success_criterion": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "institutional decisions"
      },
      "deployment_stage": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "economics[].amount": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].costs[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].counterfactual": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].currency_price_basis": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].gross_net": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].measure_type": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].period_unit": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].realization": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].recipient_payer": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].return_payback": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "economics[].valuation_method": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "monetary observations"
      },
      "evaluations[].ai_uplift": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].comparator": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].design": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].effect": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].exposure": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].id": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].measurement_method": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].metric": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].reproduction_materials": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].setting_sample": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "evaluations[].uncertainty_limitations": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "evaluations"
      },
      "external_references[]": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "source_collection": "LGA AI case-study bank",
            "source_entry": "LGA-015"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "source_collection",
            "source_entry"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "follow_up[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "human_oversight": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "id": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "id": "AIBD-0575"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "id"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "infrastructure_dependencies[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "outcomes[].beneficiaries": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "outcomes[].beneficiary_count": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "outcomes[].benefit_type": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "benefit_type": "Improved Accessibility"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "benefit_type"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "outcomes[].claim": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "account": "In a September 2026 post, Citizens Advice SORT’s Stuart Pearson describes a January panel that considered three proposals for public-facing Caddy and proposed a fourth. Residents called for client choice, human escalation for red flags, and transparency. They also noted that members of the public would lack trained advisers’ prompting skills. A separate Open University interview describes an earlier presentation in July 2024. The council’s LGA account reports learning and confidence changes from its wider participation program, not improved outcomes from Caddy. None of these accounts establishes deployment of the proposed public service or a benefit to its clients.",
            "benefit_type": "Improved Accessibility"
          }
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Updated affected case fields after the dated primary-source review. Unrelated requirement assessments retain their existing status.",
          "record_fields": [
            "account",
            "benefit_type"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "outcomes[].distribution": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "outcomes[].duration": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "outcomes[].id": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "outcomes[].stakeholder_group": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "ratings": [
              {
                "group": "personal",
                "reason": "Advice recipients are intended beneficiaries. The proposed design has no established client outcome."
              },
              {
                "group": "organizational",
                "reason": "Citizens Advice received specific design input. Its contribution to service capability and performance remains unassessed."
              }
            ]
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "ratings"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "outcomes[].status": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "benefit_status": "intended"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "benefit_status"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "outcomes[].tradeoffs": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "outcomes[].unexpected": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "unexpected": false,
            "purpose": "Extend access to understandable advice through a proposed public-facing AI service with human escalation and user choice."
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "unexpected",
            "purpose"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "places[]": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "location": "Manchester, United Kingdom"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "location"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "purpose": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "purpose": "Extend access to understandable advice through a proposed public-facing AI service with human escalation and user choice."
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "purpose"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "record_dates": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "date_observed": "2026-09-02",
            "date_basis": "source publication",
            "date_precision": "day",
            "revisions": [
              {
                "date": "2026-10-22",
                "change": "Added the case.",
                "source": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                "editor": "AIBD"
              },
              {
                "date": "2026-10-24",
                "change": "Retained three firsthand accounts with distinct contributions and separated the January design discussion from the July 2024 presentation.",
                "source": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                "editor": "AIBD"
              }
            ]
          }
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Updated affected case fields after the dated primary-source review. Unrelated requirement assessments retain their existing status.",
          "record_fields": [
            "date_observed",
            "date_basis",
            "date_precision",
            "revisions"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "replication.attempts[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "replication.conditions": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "replication": {
              "produced_by": [
                "Residents supplied design recommendations for a proposed AI advice service. Improvements from the resulting service remain unverified."
              ],
              "must_hold": [
                "Implementation and evaluation would be needed to determine whether the proposed service improves access. Conditions sufficient for a beneficial outcome remain unknown."
              ],
              "echoes": []
            }
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "replication"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "revision_history[]": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "revisions": [
              {
                "date": "2026-10-22",
                "change": "Added the case.",
                "source": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                "editor": "AIBD"
              },
              {
                "date": "2026-10-24",
                "change": "Retained three firsthand accounts with distinct contributions and separated the January design discussion from the July 2024 presentation.",
                "source": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                "editor": "AIBD"
              }
            ]
          }
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Updated affected case fields after the dated primary-source review. Unrelated requirement assessments retain their existing status.",
          "record_fields": [
            "revisions"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "sector": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "domain": "Public advice and community participation"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "domain"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "sources[].access_version": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "sources[].citation_locator": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "evidence": [
              {
                "kind": "other",
                "citation": "Stuart Pearson, Citizens Advice SORT, LinkedIn, September 2, 2026. First-person account of proposed service design and panel feedback.",
                "title": "Citizens Advice Should Be the Trusted AI Advice Service",
                "url": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                "date": "2026-09-02",
                "written_by": "deployer"
              },
              {
                "kind": "other",
                "citation": "Stuart Pearson interview in the Open University course Use cases for Generative AI, section People’s Panel for Artificial Intelligence. Describes Citizens Advice SORT’s July 2024 presentation to the council-funded panel. Publication date unspecified.",
                "title": "People’s Panel for Artificial Intelligence - Stuart Pearson interview",
                "url": "https://www.open.edu/openlearncreate/mod/oucontent/view.php?id=234605&section=3.1.4",
                "written_by": "deployer"
              },
              {
                "kind": "report",
                "citation": "Manchester City Council account published by the Local Government Association, January 28, 2025. Describes the council-funded People’s Panel and its educational survey results. The proposed Caddy service was not evaluated.",
                "title": "Manchester City Council: People’s Panel for AI: Building skills, confidence and residents’ voices",
                "url": "https://www.local.gov.uk/case-studies/manchester-city-council-peoples-panel-ai-building-skills-confidence-and-residents",
                "date": "2025-01-28",
                "written_by": "deployer"
              }
            ]
          }
        },
        "provenance": {
          "kind": "source_review",
          "basis": "Retained three firsthand accounts with distinct contributions and separated the January design discussion from the July 2024 presentation.",
          "record_fields": [
            "evidence"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "reviewed",
        "coverage": "complete"
      },
      "sources[].id": {
        "state": "value_present",
        "value": {
          "kind": "identifiers",
          "identifiers": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "role": "Active evidence sources in reviewed order"
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Assigned to the retained evidence in the dated source review.",
          "record_fields": [
            "evidence"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "reviewed",
        "coverage": "complete"
      },
      "sources[].language": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "sources[].relationship": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "evidence": [
              {
                "kind": "other",
                "citation": "Stuart Pearson, Citizens Advice SORT, LinkedIn, September 2, 2026. First-person account of proposed service design and panel feedback.",
                "title": "Citizens Advice Should Be the Trusted AI Advice Service",
                "url": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                "date": "2026-09-02",
                "written_by": "deployer"
              },
              {
                "kind": "other",
                "citation": "Stuart Pearson interview in the Open University course Use cases for Generative AI, section People’s Panel for Artificial Intelligence. Describes Citizens Advice SORT’s July 2024 presentation to the council-funded panel. Publication date unspecified.",
                "title": "People’s Panel for Artificial Intelligence - Stuart Pearson interview",
                "url": "https://www.open.edu/openlearncreate/mod/oucontent/view.php?id=234605&section=3.1.4",
                "written_by": "deployer"
              },
              {
                "kind": "report",
                "citation": "Manchester City Council account published by the Local Government Association, January 28, 2025. Describes the council-funded People’s Panel and its educational survey results. The proposed Caddy service was not evaluated.",
                "title": "Manchester City Council: People’s Panel for AI: Building skills, confidence and residents’ voices",
                "url": "https://www.local.gov.uk/case-studies/manchester-city-council-peoples-panel-ai-building-skills-confidence-and-residents",
                "date": "2025-01-28",
                "written_by": "deployer"
              }
            ]
          }
        },
        "provenance": {
          "kind": "source_review",
          "basis": "Retained three firsthand accounts with distinct contributions and separated the January design discussion from the July 2024 presentation.",
          "record_fields": [
            "evidence"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "reviewed",
        "coverage": "complete"
      },
      "sources[].upstream_sources": {
        "state": "value_present",
        "value": {
          "kind": "structured",
          "data": {
            "origins": [
              {
                "source_refs": [
                  "AIBD-0575-source-0001"
                ],
                "url": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                "title": "Citizens Advice Should Be the Trusted AI Advice Service",
                "published_on": "2026-09-02",
                "relationship": "deployer",
                "citation": "Stuart Pearson, Citizens Advice SORT, LinkedIn, September 2, 2026. First-person account of proposed service design and panel feedback."
              },
              {
                "source_refs": [
                  "AIBD-0575-source-0002"
                ],
                "url": "https://www.open.edu/openlearncreate/mod/oucontent/view.php?id=234605&section=3.1.4",
                "title": "People’s Panel for Artificial Intelligence - Stuart Pearson interview",
                "relationship": "deployer",
                "citation": "Stuart Pearson interview in the Open University course Use cases for Generative AI, section People’s Panel for Artificial Intelligence. Describes Citizens Advice SORT’s July 2024 presentation to the council-funded panel. Publication date unspecified."
              },
              {
                "source_refs": [
                  "AIBD-0575-source-0003"
                ],
                "url": "https://www.local.gov.uk/case-studies/manchester-city-council-peoples-panel-ai-building-skills-confidence-and-residents",
                "title": "Manchester City Council: People’s Panel for AI: Building skills, confidence and residents’ voices",
                "published_on": "2025-01-28",
                "relationship": "deployer",
                "citation": "Manchester City Council account published by the Local Government Association, January 28, 2025. Describes the council-funded People’s Panel and its educational survey results. The proposed Caddy service was not evaluated."
              }
            ],
            "excluded_republications": [],
            "independent_evaluations_of_reported_results": 0,
            "lead_source_ref": "AIBD-0575-source-0001",
            "retained_source_order": [
              "AIBD-0575-source-0001",
              "AIBD-0575-source-0002",
              "AIBD-0575-source-0003"
            ],
            "ordering_basis": "The source that directly supports the central case leads. Additional sources contribute the specific evidence or limitations described in claim_lineage.",
            "claim_lineage": [
              {
                "claim": "Public-facing Caddy proposal and residents’ recommendations",
                "source_chain": [
                  {
                    "url": "https://www.linkedin.com/posts/stoopearson_designing-the-future-of-trusted-advice-recruiting-activity-7500816766869127168-sbBE",
                    "locator": "Post body describing January panel, three options, and fourth proposal",
                    "role": "First-person account by Citizens Advice SORT’s Stuart Pearson",
                    "access_status": "Full relevant text reviewed",
                    "published_on": "2026-09-02"
                  }
                ],
                "limitations": [
                  "Publication date is consistent with the LinkedIn activity timestamp; the exact January meeting date is not supplied",
                  "Intended service benefits are not evaluated"
                ],
                "source_ref": "AIBD-0575-source-0001"
              },
              {
                "claim": "Earlier panel participation",
                "source_chain": [
                  {
                    "url": "https://www.open.edu/openlearncreate/mod/oucontent/view.php?id=234605&section=3.1.4",
                    "locator": "Section 3.1.4, Stuart Pearson video transcript",
                    "role": "Original interview; transcript reviewed",
                    "access_status": "Full relevant text reviewed"
                  }
                ],
                "limitations": [
                  "July 2024 presentation is an earlier event, not necessarily the January meeting in the later post"
                ],
                "source_ref": "AIBD-0575-source-0002"
              },
              {
                "claim": "Wider participation-program context",
                "source_chain": [
                  {
                    "url": "https://www.local.gov.uk/case-studies/manchester-city-council-peoples-panel-ai-building-skills-confidence-and-residents",
                    "locator": "Approach and impact sections",
                    "role": "Original Manchester City Council account",
                    "access_status": "Full relevant text reviewed",
                    "published_on": "2025-01-28"
                  }
                ],
                "limitations": [
                  "Council survey gains concern education and participation; they do not measure Caddy’s service benefit"
                ],
                "source_ref": "AIBD-0575-source-0003"
              }
            ],
            "limitations": []
          }
        },
        "provenance": {
          "kind": "source_review",
          "basis": "Retained three firsthand accounts with distinct contributions and separated the January design discussion from the July 2024 presentation.",
          "record_fields": [
            "evidence"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "reviewed",
        "coverage": "complete"
      },
      "strategic_assessments[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial",
        "family": "strategic assessments"
      },
      "summary": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "summary": "Manchester residents proposed safeguards for a public-facing Caddy service. Wider access to understandable advice remains intended; the panel’s design recommendations are reported.",
            "account": "In a September 2026 post, Citizens Advice SORT’s Stuart Pearson describes a January panel that considered three proposals for public-facing Caddy and proposed a fourth. Residents called for client choice, human escalation for red flags, and transparency. They also noted that members of the public would lack trained advisers’ prompting skills. A separate Open University interview describes an earlier presentation in July 2024. The council’s LGA account reports learning and confidence changes from its wider participation program, not improved outcomes from Caddy. None of these accounts establishes deployment of the proposed public service or a benefit to its clients."
          }
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Updated affected case fields after the dated primary-source review. Unrelated requirement assessments retain their existing status.",
          "record_fields": [
            "summary",
            "account"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "systems[].autonomy_permissions": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "systems[].component_role": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "systems[].deployment_configuration": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "systems[].inputs_outputs": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "systems[].model_name": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "systems[].model_version": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "systems[].product_name": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "system": "Proposed public-facing Caddy AI advice service"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "system"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "systems[].provider": {
        "state": "value_present",
        "value": {
          "kind": "structured",
          "data": {
            "application_developer": "Citizens Advice Stockport, Oldham, Rochdale and Trafford"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Mapped from the existing case description without a new external source review.",
          "record_fields": [
            "developer"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "taxonomy_crosswalks[]": {
        "state": "not_assessed",
        "review_state": "not_assessed",
        "coverage": "partial"
      },
      "title": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "title": "Manchester People’s Panel shapes a proposed public-facing Caddy AI advice service",
            "headline": "Manchester residents shape a proposed AI advice service"
          }
        },
        "provenance": {
          "kind": "legacy_record",
          "basis": "Preserved from the existing AIBD record; external sources were not rechecked.",
          "record_fields": [
            "title",
            "headline"
          ],
          "source_refs": []
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      },
      "version": {
        "state": "value_present",
        "value": {
          "kind": "identifiers",
          "identifiers": [
            "777f01cda89e5997d15f6164ad23db5e37873d188343a0110ad4b9ec6d2064d2"
          ],
          "role": "SHA-256 of normalized original case data"
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Deterministic content version after the October 24, 2026 primary-source review.",
          "record_fields": [],
          "source_refs": [],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "record_mapped",
        "coverage": "complete"
      },
      "workflow": {
        "state": "value_present",
        "value": {
          "kind": "record_fields",
          "fields": {
            "account": "In a September 2026 post, Citizens Advice SORT’s Stuart Pearson describes a January panel that considered three proposals for public-facing Caddy and proposed a fourth. Residents called for client choice, human escalation for red flags, and transparency. They also noted that members of the public would lack trained advisers’ prompting skills. A separate Open University interview describes an earlier presentation in July 2024. The council’s LGA account reports learning and confidence changes from its wider participation program, not improved outcomes from Caddy. None of these accounts establishes deployment of the proposed public service or a benefit to its clients.",
            "replication": {
              "produced_by": [
                "Residents supplied design recommendations for a proposed AI advice service. Improvements from the resulting service remain unverified."
              ],
              "must_hold": [
                "Implementation and evaluation would be needed to determine whether the proposed service improves access. Conditions sufficient for a beneficial outcome remain unknown."
              ],
              "echoes": []
            }
          }
        },
        "provenance": {
          "kind": "curatorial",
          "basis": "Updated affected case fields after the dated primary-source review. Unrelated requirement assessments retain their existing status.",
          "record_fields": [
            "account",
            "replication"
          ],
          "source_refs": [
            "AIBD-0575-source-0001",
            "AIBD-0575-source-0002",
            "AIBD-0575-source-0003"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      }
    },
    "summary": {
      "total": 91,
      "addressed": 91,
      "known": 29,
      "reviewed": 4,
      "record_mapped": 25,
      "not_assessed": 62,
      "complete": false,
      "by_state": {
        "value_present": 29,
        "not_reported": 0,
        "unresolved": 0,
        "not_assessed": 62,
        "not_applicable": 0,
        "withheld": 0,
        "source_unavailable": 0
      }
    }
  }
}
