Overview
Facts Discussion
Provenance Draft

PASS 1: Contextual Framework Facts Section

Case 97: Confidentiality of Engineering Report

R Roles
1
Classes
3
Individuals
S States
1
Classes
5
Individuals
Rs Resources
1
Classes
4
Individuals

Extracted Ontology Entities

15 RDF entities extracted organized by concept type

R Roles

Roles Classes
1
changed
New C97
Definition
Extracted from facts primary
A third-party entity (such as a real estate firm) that receives a copy of a confidential engineering inspection report without being a party to the inspection services agreement and without the client's prior consent, thereby gaining information that may affect the client's negotiating position in a property transaction.
Properties
Text References:
"Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
Confidence: 0.82
Importance: medium
Role Category: participant
Distinguishing Features:
  • Not a party to the engineering services agreement
  • Receives confidential client report without consent
  • Has a transactional interest in the property being inspected
  • May benefit from information at the client's expense
Professional Scope: Real estate transactions involving engineering inspection reports
[facts] "Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
Field classification (triples vs literals)
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence
  • importance content: medium
  • roleCategory content: participant
  • distinguishingFeatures content: Not a party to the engineering services agreement; Receives confidential client report without consent; Has a transactional interest in the property being inspected; May benefit from information at the client's expense
  • professionalScope content: Real estate transactions involving engineering inspection reports
  • confidence assessment: 0.82
Roles Individuals
3
changed
Engineer A Home Inspection Confidentiality Violating Engineer
Home Inspection Confidentiality Violating Engineer
Linked
Home Inspection Confidentiality Violating Engineer
C97
Text References:
"Engineer A offers a homeowner inspection service, whereby he undertakes to perform an engineering inspection of residences by prospective purchasers"
"Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report"
"Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
Importance: high
Confidence: 0.97
Role Class: Home Inspection Confidentiality Violating Engineer
Role Category: provider_client
Case Involvement: Offered and performed a residential home inspection service for a prospective purchaser couple, prepared a written report concluding the residence was in generally good condition, and then unilaterally sent a carbon copy of that confidential report to the real estate firm handling the sale, without client consent, thereby prejudicing the client's bargaining position.
License: Professional Engineer
Specialty: Residential home inspection
Service type: Pre-purchase engineering inspection
Report format: One-page written report
Client: Client Couple Prospective Home Purchaser Inspection Client
Unauthorized disclosure to: Real Estate Firm Unauthorized Third-Party Report Recipient
[facts] "Engineer A offers a homeowner inspection service, whereby he undertakes to perform an engineering inspection of residences by prospective purchasers"
Field classification (triples vs literals)
Relations (structural triples)
  • attributes: {'license': 'Professional Engineer', 'specialty': 'Residential home inspection', 'service_type': 'Pre-purchase engineering inspection', 'report_format': 'One-page written report'}
  • relationships: {'type': 'client', 'target': 'Client Couple Prospective Home Purchaser Inspection Client'}; {'type': 'unauthorized_disclosure_to', 'target': 'Real Estate Firm Unauthorized Third-Party Report Recipient'}
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A offers a homeowner inspection service, whereby he undertakes to perform an engineering inspection of residences by prospective purchasers; Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report; Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence
  • importance content: high
  • roleClass content: Home Inspection Confidentiality Violating Engineer
  • roleCategory content: provider_client
  • caseInvolvement content: Offered and performed a residential home inspection service for a prospective purchaser couple, prepared a written report concluding the residence was in generally good condition, and then unilaterally sent a carbon copy of that confidential report to the real estate firm handling the sale, without client consent, thereby prejudicing the client's bargaining position.
  • confidence assessment: 0.97
changed
Client Couple Prospective Home Purchaser Inspection Client
Prospective Home Purchaser Inspection Client
Linked
Prospective Home Purchaser Inspection Client
C97
Text References:
"Engineer A performed this service for a client (husband and wife) for a fee"
"The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence"
"They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services"
Importance: high
Confidence: 0.97
Role Class: Prospective Home Purchaser Inspection Client
Role Category: provider_client
Case Involvement: Husband and wife prospective purchasers who retained Engineer A for a fee to perform a pre-purchase home inspection and receive a written report; objected that Engineer A's unauthorized disclosure of the report to the real estate firm prejudiced their bargaining position and constituted unethical conduct.
Party composition: Husband and wife
Fee paid: True
Report received: True
Retained: Engineer A Home Inspection Confidentiality Violating Engineer
Adversely affected by disclosure to: Real Estate Firm Unauthorized Third-Party Report Recipient
[facts] "Engineer A performed this service for a client (husband and wife) for a fee"
Field classification (triples vs literals)
Relations (structural triples)
  • attributes: {'party_composition': 'Husband and wife', 'fee_paid': True, 'report_received': True, 'consent_to_third_party_disclosure': False}
  • relationships: {'type': 'retained', 'target': 'Engineer A Home Inspection Confidentiality Violating Engineer'}; {'type': 'adversely_affected_by_disclosure_to', 'target': 'Real Estate Firm Unauthorized Third-Party Report Recipient'}
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A performed this service for a client (husband and wife) for a fee; The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence; They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services
  • importance content: high
  • roleClass content: Prospective Home Purchaser Inspection Client
  • roleCategory content: provider_client
  • caseInvolvement content: Husband and wife prospective purchasers who retained Engineer A for a fee to perform a pre-purchase home inspection and receive a written report; objected that Engineer A's unauthorized disclosure of the report to the real estate firm prejudiced their bargaining position and constituted unethical conduct.
  • confidence assessment: 0.97
changed
Real Estate Firm Unauthorized Third-Party Report Recipient
UnauthorizedThird-PartyReportRecipient
New C97
Text References:
"Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
"They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services"
Importance: medium
Confidence: 0.88
Role Class: Unauthorized Third-Party Report Recipient
Role Category: participant
Case Involvement: The real estate firm handling the sale of the residence, which received an unsolicited carbon copy of the confidential engineering inspection report from Engineer A without the client's consent, thereby gaining information that could affect the seller's negotiating position relative to the prospective purchasers.
Party type: Real estate firm
Role in transaction: Seller's representative
Received report from: Engineer A Home Inspection Confidentiality Violating Engineer
Adverse interest to: Client Couple Prospective Home Purchaser Inspection Client
[facts] "Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
Field classification (triples vs literals)
Relations (structural triples)
  • attributes: {'party_type': 'Real estate firm', 'role_in_transaction': "Seller's representative", 'consent_from_client': False, 'party_to_inspection_agreement': False}
  • relationships: {'type': 'received_report_from', 'target': 'Engineer A Home Inspection Confidentiality Violating Engineer'}; {'type': 'adverse_interest_to', 'target': 'Client Couple Prospective Home Purchaser Inspection Client'}
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence; They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services
  • importance content: medium
  • roleClass content: Unauthorized Third-Party Report Recipient
  • roleCategory content: participant
  • caseInvolvement content: The real estate firm handling the sale of the residence, which received an unsolicited carbon copy of the confidential engineering inspection report from Engineer A without the client's consent, thereby gaining information that could affect the seller's negotiating position relative to the prospective purchasers.
  • confidence assessment: 0.88

S States

States Classes
1
changed
Review
Unauthorized Third-Party Report Disclosure State
C97
Definition
Extracted from facts primary
State in which an engineer, without client authorization and absent any safety or legal justification, proactively discloses a professional report to a third party whose receipt of that report materially weakens the client's negotiating or bargaining position in a transaction, creating a condition where the engineer's unilateral disclosure decision conflicts with faithful agent duties and the client's reasonable expectation of information control.
Inherited from UnauthorizedThird-PartyReportDisclosureState · note
State in which an engineer discloses a professional report or findings to a third party who was not party to the service agreement and whose receipt of the report prejudices the client's interests, without the client's prior consent, constituting an ethical violation of the client's confidentiality right.
Properties
Text References:
"Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
"The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence"
"Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services"
Confidence: 0.88
Importance: high
State Category: conflict
Persistence Type: inertial
Activation Conditions:
  • Engineer sends report copy to third party without client consent
  • Third party is a commercially interested party in the same transaction
  • Client's bargaining position is materially affected by the disclosure
Termination Conditions:
  • Client consents retroactively to the disclosure
  • Transaction concludes
  • Dispute resolved
Obligation Activation:
  • Faithful agent duty to protect client interests
  • Obligation not to disclose client information to non-parties without consent
  • Duty to clarify scope of report distribution at engagement outset
Action Constraints:
  • Engineer should not distribute reports to non-parties without explicit client authorization
  • Engineer must not allow disclosure to benefit parties adverse to client's interests
Principle Transformation: Transforms the faithful agent principle and confidentiality obligations into a concrete prohibition on unilateral third-party report distribution that prejudices the client's transactional interests.
[facts] "Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
Field classification (triples vs literals)
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence; The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence; Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services
  • importance content: high
  • stateCategory content: conflict
  • persistenceType content: inertial
  • principleTransformation content: Transforms the faithful agent principle and confidentiality obligations into a concrete prohibition on unilateral third-party report distribution that prejudices the client's transactional interests.
  • confidence assessment: 0.88
Derived (reconstructable from the graph)
  • activationConditions: Engineer sends report copy to third party without client consent; Third party is a commercially interested party in the same transaction; Client's bargaining position is materially affected by the disclosure
  • terminationConditions: Client consents retroactively to the disclosure; Transaction concludes; Dispute resolved
  • obligationActivation: Faithful agent duty to protect client interests; Obligation not to disclose client information to non-parties without consent; Duty to clarify scope of report distribution at engagement outset
  • actionConstraints: Engineer should not distribute reports to non-parties without explicit client authorization; Engineer must not allow disclosure to benefit parties adverse to client's interests
States Individuals
5
changed
Linked
Confidential Information Held
C97
Text References:
"Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report"
"Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services"
Importance: high
Confidence: 0.91
State Class: Confidential Information Held
Subject: Engineer A's possession of inspection findings and written report prepared exclusively for the client
Active Period: From completion of inspection and report preparation through unauthorized disclosure to real estate firm
Triggering Event: Engineer A prepared a written report containing findings about the residence for the paying client
Terminated By: Disclosure to real estate firm (unauthorized), though confidentiality obligation persists as a matter of ethics
Affected Parties:
  • Engineer A
  • Client (husband and wife)
  • Real estate firm
Urgency Level: medium
[facts] "Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report"
Field classification (triples vs literals)
Relations (structural triples)
  • affectedParties: Engineer A; Client (husband and wife); Real estate firm
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report; Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services
  • importance content: high
  • stateClass content: Confidential Information Held
  • subject content: Engineer A's possession of inspection findings and written report prepared exclusively for the client
  • activePeriod content: From completion of inspection and report preparation through unauthorized disclosure to real estate firm
  • triggeringEvent content: Engineer A prepared a written report containing findings about the residence for the paying client
  • terminatedBy content: Disclosure to real estate firm (unauthorized), though confidentiality obligation persists as a matter of ethics
  • confidence assessment: 0.91
  • urgencyLevel assessment: medium
changed
Absence of Explicit Confidentiality Agreement for Inspection Report
Absence of Confidentiality Agreement Affecting Disclosure Obligation State
Linked
Absence of Confidentiality Agreement Affecting Disclosure Obligation State
C97
Text References:
"Engineer A performed this service for a client (husband and wife) for a fee"
"Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services"
Importance: medium
Confidence: 0.82
State Class: Absence of Confidentiality Agreement Affecting Disclosure Obligation State
Subject: The lack of any explicit confidentiality agreement between Engineer A and the client governing distribution of the inspection report
Active Period: From engagement inception through the disclosure dispute
Triggering Event: Engineer A accepted the inspection engagement without establishing explicit terms governing report distribution
Terminated By: Not resolved within the case facts
Affected Parties:
  • Engineer A
  • Client (husband and wife)
Urgency Level: medium
[facts] "Engineer A performed this service for a client (husband and wife) for a fee"
Field classification (triples vs literals)
Relations (structural triples)
  • affectedParties: Engineer A; Client (husband and wife)
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A performed this service for a client (husband and wife) for a fee; Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services
  • importance content: medium
  • stateClass content: Absence of Confidentiality Agreement Affecting Disclosure Obligation State
  • subject content: The lack of any explicit confidentiality agreement between Engineer A and the client governing distribution of the inspection report
  • activePeriod content: From engagement inception through the disclosure dispute
  • triggeringEvent content: Engineer A accepted the inspection engagement without establishing explicit terms governing report distribution
  • terminatedBy content: Not resolved within the case facts
  • confidence assessment: 0.82
  • urgencyLevel assessment: medium
changed
Linked
Client Relationship Established
C97
Text References:
"Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report"
Importance: high
Confidence: 0.97
State Class: Client Relationship Established
Subject: Engineer A's paid inspection service agreement with husband and wife prospective purchasers
Active Period: From engagement for inspection service through delivery of written report and subsequent dispute
Triggering Event: Husband and wife retained Engineer A for a fee to perform a residential inspection
Terminated By: Not terminated within the case facts; dispute arises within the active relationship
Affected Parties:
  • Engineer A
  • Client (husband and wife)
Urgency Level: medium
[facts] "Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report"
Field classification (triples vs literals)
Relations (structural triples)
  • affectedParties: Engineer A; Client (husband and wife)
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report
  • importance content: high
  • stateClass content: Client Relationship Established
  • subject content: Engineer A's paid inspection service agreement with husband and wife prospective purchasers
  • activePeriod content: From engagement for inspection service through delivery of written report and subsequent dispute
  • triggeringEvent content: Husband and wife retained Engineer A for a fee to perform a residential inspection
  • terminatedBy content: Not terminated within the case facts; dispute arises within the active relationship
  • confidence assessment: 0.97
  • urgencyLevel assessment: medium
changed
Unauthorized Report Disclosure to Real Estate Firm
Unauthorized Third-Party Report Disclosure State
Linked
Unauthorized Third-Party Report Disclosure State
C97
Text References:
"Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
"The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence"
"Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services"
Importance: high
Confidence: 0.93
State Class: Unauthorized Third-Party Report Disclosure State
Subject: Engineer A's unilateral decision to send a carbon copy of the inspection report to the real estate firm without client authorization
Active Period: From the moment Engineer A submitted the report with a carbon copy notation to the real estate firm onward through the client complaint
Triggering Event: Engineer A submitted the written report showing a carbon copy sent to the real estate firm handling the sale
Terminated By: Not resolved within the case facts; client complaint is active
Affected Parties:
  • Engineer A
  • Client (husband and wife)
  • Real estate firm
  • Residence owners
Urgency Level: high
[facts] "Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
Field classification (triples vs literals)
Relations (structural triples)
  • affectedParties: Engineer A; Client (husband and wife); Real estate firm; Residence owners
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence; The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence; Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services
  • importance content: high
  • stateClass content: Unauthorized Third-Party Report Disclosure State
  • subject content: Engineer A's unilateral decision to send a carbon copy of the inspection report to the real estate firm without client authorization
  • activePeriod content: From the moment Engineer A submitted the report with a carbon copy notation to the real estate firm onward through the client complaint
  • triggeringEvent content: Engineer A submitted the written report showing a carbon copy sent to the real estate firm handling the sale
  • terminatedBy content: Not resolved within the case facts; client complaint is active
  • confidence assessment: 0.93
  • urgencyLevel assessment: high
changed
Client Bargaining Position Prejudiced by Report Disclosure
Unauthorized Third-Party Report Disclosure State
Review
Unauthorized Third-Party Report Disclosure State
C97
Text References:
"The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence"
"Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence"
Importance: high
Confidence: 0.9
State Class: Engineer-Initiated Third-Party Disclosure Prejudicing Client Bargaining State
Subject: The materially weakened negotiating position of the client (prospective purchasers) resulting from Engineer A's disclosure of the inspection report to the real estate firm
Active Period: From the moment the real estate firm received the report through the conclusion of the property transaction or dispute resolution
Triggering Event: Real estate firm received a copy of the inspection report showing the residence was in generally good condition with only minor repairs needed
Terminated By: Not resolved within the case facts
Affected Parties:
  • Client (husband and wife)
  • Real estate firm
  • Residence owners
  • Engineer A
Urgency Level: high
[facts] "The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence"
Field classification (triples vs literals)
Relations (structural triples)
  • affectedParties: Client (husband and wife); Real estate firm; Residence owners; Engineer A
Literal extractions (kept for synthesis)
  • textReferences content: The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence; Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence
  • importance content: high
  • stateClass content: Engineer-Initiated Third-Party Disclosure Prejudicing Client Bargaining State
  • subject content: The materially weakened negotiating position of the client (prospective purchasers) resulting from Engineer A's disclosure of the inspection report to the real estate firm
  • activePeriod content: From the moment the real estate firm received the report through the conclusion of the property transaction or dispute resolution
  • triggeringEvent content: Real estate firm received a copy of the inspection report showing the residence was in generally good condition with only minor repairs needed
  • terminatedBy content: Not resolved within the case facts
  • confidence assessment: 0.9
  • urgencyLevel assessment: high

Rs Resources

Resources Classes
1
Review
Engineer Confidentiality and Loyalty Obligation Standard
C97
Definition
Extracted from facts primary
Professional norms and ethical obligations governing an engineer's duty to protect client confidentiality when performing residential inspection services, including the prohibition on sharing inspection findings with third parties not party to the service agreement without explicit client consent, particularly when such disclosure may prejudice the client's negotiating position or interests.
Inherited from EngineerConfidentialityandLoyaltyObligationStandard · note
Professional norms and ethical obligations governing an engineer's duty to protect confidential and proprietary information obtained from a client or employer, including the duration of that duty after the professional relationship ends, the prohibition on using such information to benefit a competing party, and the obligation to maintain trust and loyalty to former clients even when no current professional relationship exists.
Properties
Text References:
"The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence."
"They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services."
Confidence: 0.82
Importance: high
Resource Category: professional_code
Authority Source: NSPE Code of Ethics; professional engineering ethics norms
Extensional Function: Establishes the boundaries of permissible disclosure of client-commissioned inspection reports and grounds the engineer's duty of loyalty to the contracting client in residential inspection contexts
Usage Context:
  • Residential home inspection services
  • Client confidentiality in fee-for-service engineering
  • Third-party disclosure without consent
  • Client bargaining position protection
[facts] "The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence."
Field classification (triples vs literals)
Literal extractions (kept for synthesis)
  • textReferences content: The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence.; They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services.
  • importance content: high
  • resourceCategory content: professional_code
  • authoritySource content: NSPE Code of Ethics; professional engineering ethics norms
  • extensionalFunction content: Establishes the boundaries of permissible disclosure of client-commissioned inspection reports and grounds the engineer's duty of loyalty to the contracting client in residential inspection contexts
  • usageContext content: Residential home inspection services; Client confidentiality in fee-for-service engineering; Third-party disclosure without consent; Client bargaining position protection
  • confidence assessment: 0.82
Resources Individuals
4
changed
Linked
BER Case Precedent
C97
Text References:
"Engineer A offers a homeowner inspection service, whereby he undertakes to perform an engineering inspection of residences by prospective purchasers."
"Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence."
Importance: medium
Confidence: 0.85
Resource Class: BER Case Precedent
Document Title: NSPE Board of Ethical Review Case. Home Inspection Report Disclosure
Created By: NSPE Board of Ethical Review
Version: N/A
Used By: NSPE Board of Ethical Review
Used In Context: This case itself constitutes a BER case precedent establishing the ethical boundaries of report disclosure in residential engineering inspection services, providing analogical reasoning for future similar situations involving client confidentiality and third-party disclosure
[facts] "Engineer A offers a homeowner inspection service, whereby he undertakes to perform an engineering inspection of residences by prospective purchasers."
Field classification (triples vs literals)
Relations (structural triples)
  • usedBy: NSPE Board of Ethical Review
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A offers a homeowner inspection service, whereby he undertakes to perform an engineering inspection of residences by prospective purchasers.; Engineer A submitted his report to the client showing that a carbon copy was sent to the real estate firm handling the sale of the residence.
  • importance content: medium
  • resourceClass content: BER Case Precedent
  • documentTitle content: NSPE Board of Ethical Review Case. Home Inspection Report Disclosure
  • createdBy content: NSPE Board of Ethical Review
  • version content: N/A
  • usedInContext content: This case itself constitutes a BER case precedent establishing the ethical boundaries of report disclosure in residential engineering inspection services, providing analogical reasoning for future similar situations involving client confidentiality and third-party disclosure
  • confidence assessment: 0.85
changed
Linked
Professional Code
C97
Text References:
"They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services."
Importance: high
Confidence: 0.95
Resource Class: Professional Code
Document Title: NSPE Code of Ethics for Engineers
Created By: National Society of Professional Engineers
Version: Current at time of case
Used By: Engineer A; NSPE Board of Ethical Review in evaluating the complaint
Used In Context: Governs Engineer A's duty to maintain client confidentiality and act as a faithful agent and trustee to the client (husband and wife) who commissioned the home inspection report; prohibits disclosure of client information to third parties (real estate firm) without consent
[facts] "They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services."
Field classification (triples vs literals)
Relations (structural triples)
  • usedBy: Engineer A; NSPE Board of Ethical Review in evaluating the complaint
Literal extractions (kept for synthesis)
  • textReferences content: They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services.
  • importance content: high
  • resourceClass content: Professional Code
  • documentTitle content: NSPE Code of Ethics for Engineers
  • createdBy content: National Society of Professional Engineers
  • version content: Current at time of case
  • usedInContext content: Governs Engineer A's duty to maintain client confidentiality and act as a faithful agent and trustee to the client (husband and wife) who commissioned the home inspection report; prohibits disclosure of client information to third parties (real estate firm) without consent
  • confidence assessment: 0.95
changed
Engineer-Confidentiality-Loyalty-Obligation-Standard-HomeInspection
Engineer Confidentiality and Loyalty Obligation Standard
Linked
Engineer Confidentiality and Loyalty Obligation Standard
C97
Text References:
"The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence."
"They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services."
Importance: high
Confidence: 0.88
Resource Class: Engineer Confidentiality and Loyalty Obligation Standard
Document Title: Engineer Confidentiality and Loyalty Obligation Standard (applied to home inspection context)
Created By: NSPE professional ethics norms
Version: N/A
Used By: NSPE Board of Ethical Review in analyzing Engineer A's conduct
Used In Context: Establishes that Engineer A owed a duty of confidentiality to the client couple who retained him for the inspection; sharing the written report with the real estate firm without client consent potentially violated this duty and prejudiced the client's bargaining interests
[facts] "The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence."
Field classification (triples vs literals)
Relations (structural triples)
  • usedBy: NSPE Board of Ethical Review in analyzing Engineer A's conduct
Literal extractions (kept for synthesis)
  • textReferences content: The client objected that such action prejudiced their interests by lessening their bargaining position with the owners of the residence.; They also complained that Engineer A acted unethically in submitting a copy of the report to any others who had not been a party to the agreement for the inspection services.
  • importance content: high
  • resourceClass content: Engineer Confidentiality and Loyalty Obligation Standard
  • documentTitle content: Engineer Confidentiality and Loyalty Obligation Standard (applied to home inspection context)
  • createdBy content: NSPE professional ethics norms
  • version content: N/A
  • usedInContext content: Establishes that Engineer A owed a duty of confidentiality to the client couple who retained him for the inspection; sharing the written report with the real estate firm without client consent potentially violated this duty and prejudiced the client's bargaining interests
  • confidence assessment: 0.88
changed
Agent-Trustee-Loyalty-Obligation-Standard-HomeInspection
Agent-Trustee Loyalty Obligation Standard
Linked
Agent-Trustee Loyalty Obligation Standard
C97
Text References:
"Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report"
"The client objected that such action prejudiced their interests by lessening their bargaining position"
Importance: high
Confidence: 0.83
Resource Class: Agent-Trustee Loyalty Obligation Standard
Document Title: Agent-Trustee Loyalty Obligation Standard (applied to home inspection context)
Created By: NSPE professional ethics norms
Version: N/A
Used By: NSPE Board of Ethical Review in evaluating Engineer A's obligations to the client
Used In Context: Frames the question of whether Engineer A, as a faithful agent and trustee to the client, fulfilled or violated his loyalty obligation by sending the inspection report to the real estate firm; the standard addresses the scope and limits of loyalty when a client seeks a partisan outcome from an engineer retained for objective professional services
[facts] "Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report"
Field classification (triples vs literals)
Relations (structural triples)
  • usedBy: NSPE Board of Ethical Review in evaluating Engineer A's obligations to the client
Literal extractions (kept for synthesis)
  • textReferences content: Engineer A performed this service for a client (husband and wife) for a fee and prepared a one-page written report; The client objected that such action prejudiced their interests by lessening their bargaining position
  • importance content: high
  • resourceClass content: Agent-Trustee Loyalty Obligation Standard
  • documentTitle content: Agent-Trustee Loyalty Obligation Standard (applied to home inspection context)
  • createdBy content: NSPE professional ethics norms
  • version content: N/A
  • usedInContext content: Frames the question of whether Engineer A, as a faithful agent and trustee to the client, fulfilled or violated his loyalty obligation by sending the inspection report to the real estate firm; the standard addresses the scope and limits of loyalty when a client seeks a partisan outcome from an engineer retained for objective professional services
  • confidence assessment: 0.83
Pass 1: Contextual Framework - Facts
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