7.02.01: Reporting member demographics data on a Detail 1 (DTL1) record
Submit a Detail 1 (DTL1) record in the following situations:
- For each new employee you report. See section 7.06.03: Completing DTL1 records for new employees.
- When an employee's name, address, or other required demographic information has changed and needs updating in the retirement system.
- To correct flagged records when a DTL2 record doesn't match a DTL1 record at your reporting unit.
Every time ORS receives a DTL1 record, the system checks to see if it matches the member's existing account information for the Social Security number used on the DTL1 record. If the name on the DTL1 record does not match the member's account, you will receive a flagged record error message on the DTL1 record. (The same flagged error message will appear on the DTL2 record for the same member.)
It is imperative that you review these flagged record error messages. It is possible to be reporting an employee with a social security number that has already been used for another employee and the information on your records will overwrite our database and the wage and service data could be lost for one employee and incorrectly added to the account for another.
If the name on a DTL2 record is correct but does not exactly match the name on the member's account and you are certain the SSN is correct, you should manually add a DTL1 record to change the name on the ORS database. If a DTL1 record is not submitted to change the name on the member's account, all future DTL2 records using the name will flag.
Sometimes employees work in multiple reporting units. Occasionally, the reporting units will use different versions of the employee's name on DTL1 records. This will cause the ORS database to change with every posted DTL1 record. If you find DTL1 or DTL2 records are repeatedly receiving the flag error messages, you may want to encourage your employees to make sure each of their employers has their correct name to avoid this problem.
For instructions on how to manually add a DTL record, see section 7.05.06: Adding, editing, and deleting records on an unposted report.