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Centralized Enrollment Clearinghouse System (CLER) for the Office of Personnel Management (OPM)

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Viewing a Matching Carrier Enrollee Record or Duplicate Payroll Office Enrollee Record

The Matching button on the Carrier Enrollees View page allows users to view certain enrollee data from a payroll office enrollee record that matches a selected carrier enrollee record. Since there may be more than one matching payroll office enrollee record, a Matching button is displayed for each matching record. The Duplicate button next to the Discrepancy field on the Carrier Enrollees View page allows users to view data from another carrier enrollee record that was submitted for the same enrollee. The Matching and Duplicate functions facilitate the reconciliation process.

To View a Matching Carrier Enrollee Record or Duplicate Payroll Office Enrollee Record:

  1. Select the Carrier tab on the CLER Main Menu. The Carrier Main page is displayed.

    Carrier Main Page

  2. Select Enrollees on the Carrier Main Page. The Carrier Enrollees page is displayed.

    Carrier Enrollees Page

  3. Complete the following fields on the Carrier Enrollees page:

    Carrier ID

    Year

    Quarter

    Payroll Office

    Enrollment Code

    SSN - from

    SSN - to

    Last Name

    First Name

    Middle Name

    Error Code

    Warning Code

    Display

    Order By 1st

    Order By 2nd

    Order By 3rd

    Order By 4th

    Order By 5th

  4. Select the Submit button to confirm all data entered. The Carrier Enrollees Search Results page is displayed.

    OR

    Select the Reset button to clear all data entered.

    Carrier Enrollees Search Results

    The data on the Carrier Enrollees search results page is categorized into the following fields:

    Carrier ID

    Year/Quarter

    Enrollee SSN

    Last Name

    First Name

    Payroll Office

    Code

    Discrepancies

    Fail Count

    Options

  5. Select the View button next to the applicable record. The Carrier Enrollees View page is displayed.

    Carrier Enrollee View Matching Payroll Office

    The data on the Carrier Enrollees View page is categorized into the following fields:

    Carrier ID

    Year

    Quarter

    Submission

    Payroll Office ID

    Enrollment Code

    SSN

    Last Name

    First Name

    Middle Name

    Effective Date of Coverage

    Deceased Annuitant SSN

    Pseudo SSN

    Other Payroll ID

    Other Carrier ID

    Submitter Use #1

    Submitter Use #2

    Submitter Use #3

    Date Processed

    Time Processed

    Source

    Fail Count

    Discrepancy

    Reconciliation Reason

    Reconciliation Action

    Corrective Action

    Payroll Office Comments

    Carrier Comments

    Last Payroll Update ID

    Last Payroll Update Date

    Last Payroll Update Time

    Last Carrier Update ID

    Last Carrier Update Date

    Last Carrier Update Time

    Note: If the carrier enrollee record data displayed on the Carrier Enrollees View page is matched with the data from another carrier enrollee record, Discrepancy Code 166 is displayed in the Discrepancy field. When this discrepancy occurs, the Duplicate button is displayed next to the Discrepancy field. Select Duplicate to display the Carrier Enrollees View page containing the data from the matching carrier enrollee record. The data displayed on the Carrier Enrollees View page is limited to the payroll office identification number, carrier identifier, enrollment effective date, and the year and quarter the carrier enrollee record was submitted.

  6. Select Matching on the Carrier Enrollees View page. The Payroll Office Enrollees View page containing the data from the matching payroll office enrollee record is displayed.

    Carrier Enrollee View Matching Payroll Office 1

    The data displayed on the Payroll Office Enrollees View page is limited to the payroll office identification number, carrier identifier, enrollment effective date, and the year and quarter the payroll office enrollee record was submitted.

    Carrier ID

    Year

    Quarter

    Submission

    Payroll Office ID

    Enrollment Code

    SSN

    Last Name

    First Name

    Middle Name

    Effective Date of Coverage

    Deceased Annuitant SSN

    Pseudo SSN

    Other Payroll ID

    Other Carrier ID

    Submitter Use #1

    Submitter Use #2

    Submitter Use #3

    Date Processed

    Time Processed

    Source

    Fail Count

    Discrepancy

    Reconciliation Reason

    Reconciliation Action

    Corrective Action

    Payroll Office Comments

    Carrier Comments

    Last Payroll Update ID

    Last Payroll Update Date

    Last Payroll Update Time

    Last Carrier Update ID

    Last Carrier Update Date

    Last Carrier Update Time

    Note: To view another record select your browser’s Back button to return to the Carrier Enrollees search results page and select the View button next to the applicable record.