CLER for NFC

Viewing Reconciliation Reason Summary (Report 9)

The Reconciliation Reason Summary (Report 9) option on the Reports Selection page allows users to view the Reconciliation Reason Summary report. This report provides information regarding the cause of the discrepancies that were identified during the reconciliation process for a single quarter.

To View a Reconciliation Reason Summary Report:

1. Select the Reports tab at the top of the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu. The Reports Selection page is displayed.

   

2. Click the drop-down menu on the Reports Selection page and select 9. Reconciliation Reason Summary.
3. Click GO to display the Reconciliation Reason Summary (Report 9) page.

   

4. Complete the fields on the Reconciliation Reason Summary (Report 9) page.

   Field	Instruction
   Year*	Optional, default Select the reconciliation year from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
   Quarter*	Optional, default Select the reconciliation quarter from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
   Carrier	Optional Select the carrier code from the drop-down menu.
   Enrollment Code	Optional Select the enrollment code from the drop-down list.
   Agency	Optional, alphanumeric, 4 positions Enter the Agency identification code of the office where the enrollee is employed (example: AG90 for U.S. Department of Agriculture, Office of the Chief Financial Officer).
   Personnel Office ID	Optional, alphanumeric, 4 positions Enter the personnel office identification number.
   Reason Code	Optional Select the reconciliation reason code from the drop-down menu. For a list and descriptions of these codes, see Reconciliation Reason Codes Table.
   Order By 1st	Optional, default Defaults to the Carrier option. This field allows users to sort search results by the options listed below. To choose a sort option, select one of the following options from the drop-down menu to display the selected criteria in first sort search order. Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Pers. Office ID - Search by personnel office identification number. Reason Code - Search by reconciliation reason code.
   Order By 2nd	Optional Select one of the following options from the drop-down menu to display the selected criteria in second sort search order: Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Pers. Office ID - Search by personnel office identification number. Reason Code - Search by reconciliation reason code.
   Order By 3rd	Optional Select one of the following options from the drop-down menu to display the selected criteria in third sort search order: Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Pers. Office ID - Search by personnel office identification number. Reason Code - Search by reconciliation reason code.
   Order By 4th	Optional Select one of the following options from the drop-down menu to display the selected criteria in fourth sort search order: Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Pers. Office ID - Search by personnel office identification number. Reason Code - Search by reconciliation reason code.
   Order By 5th	Optional Select one of the following options from the drop-down menu to display the selected criteria in fifth sort search order: Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Pers. Office ID - Search by personnel office identification number. Reason Code - Search by reconciliation reason code.
   Order By 6th	Optional Select one of the following options from the drop-down menu to display the selected criteria in sixth sort search order: Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Pers. Office ID - Search by personnel office identification number. Reason Code - Search by reconciliation reason code.

5. Click the drop-down menu at the bottom of the page and select one of the following format options:
   • Display the report
   • Save report as a spreadsheet
   • Save report as a text file
6. Click Submit to display the Reconciliation Reason Summary report in the selected format.

   OR

   Click Reset to clear all data entered.

   Note: To return to the Reconciliation Reason Summary (Report 9) page, close the report.

   

   Field	Description
   Payroll Office	System generated Displays the payroll office identification number.
   Carrier	System generated Displays the carrier code.
   Code	System generated Displays the enrollment code.
   Agency	System generated Displays the Agency identification code. This code consists of the Department code and Agency code. Note: The Other ID field is displayed in lieu of this field when 24900002, 24900003, or 160099XX is entered in the Payroll Office ID field on the Payroll Discrepancy Listing page.
   POI	System generated Displays the personnel office identification number. Note: The Other ID field is displayed in lieu of this field when 24900002, 24900003, or 160099XX is entered in the Payroll Office ID field on the Payroll Discrepancy Listing page.
   Reason	System generated Displays the reconciliation reason code. For a list and descriptions of reconciliation reason codes, see Reconciliation Reason Codes Table.
   Total	System generated Displays the number of specified reconciliation reason codes that meet the criteria entered on the Reconciliation Reason Summary page.
   Total Errors	System generated Displays the sum of the numbers displayed in the Total field. Note: If the check box used to omit totals from a report is selected, this field is not displayed.
   Total Records	System generated Displays the total number of records displayed on the report. Note: If the check box used to omit totals from a report is selected, this field is not displayed.