CMS EDE source reconciliation

Latest toolkit references and evidence formats.

This reconciles the local CMS EDE source library, the generated MarketLink source manifest, and the latest MarketLink reference output shape. MarketLink evidence remains example-only until ControlFrame performs a fresh authorized collector run.

Year 9 / PY2026audit-readinessgenerated 5/1/2026, 12:27:44 AM

Local sources

101

4 superseded excluded

Manifest entries

116

44 primary/root

UI rows

283

144 missing in matrix

Reference rows

MarketLink example format only

Workbook IDs

1155

9 workbooks extracted

Pending refs

0 authorities need work

Source authority reconciliation

Registered CMS EDE authorities

Authority	Status	Native ID	Local source	Scenario refs
Application UI Toolkit cms-ede-ui-toolkit	current-reference-present	UI Questions Item #	Application_UI_Toolkit_02-03-2026.xlsx Present or Partial/Application_UI_Toolkit_02-03-2026.xlsx sha256:7572f5e91b78f1f1	73 native IDs loaded 0 pending sourceRefs
EDE Eligibility Results Toolkit - Phase 3 cms-ede-results-phase3	current-reference-present	Eligibility Results Toolkit scenario	EDE_Eligibility_Results_Toolkit_Phase 3_PY2026_V3.xlsx Present or Partial/EDE_Eligibility_Results_Toolkit_Phase 3_PY2026_V3.xlsx sha256:b5a5f9d113db08db	10 native IDs loaded 0 pending sourceRefs
EDE Partner Test Case Suite cms-ede-partner-test-suite	current-reference-present	Partner Test Case Suite case ID and step	2026 EDE _CMS - EDE - Partner Test Case Suite - V11.0 - Final - 2026.03.31.xlsx 2026 EDE _CMS - EDE - Partner Test Case Suite - V11.0 - Final - 2026.03.31.xlsx sha256:e97f8b50c1b1b107	6 native IDs loaded 0 pending sourceRefs
API Functional Integration Toolkit cms-ede-api-fit	current-reference-present	FIT case ID and step	API_Functional_Integration_Toolkit_04042025.xlsx API_Functional_Integration_Toolkit_04042025.xlsx sha256:ba2dad5925238845	33 native IDs loaded 0 pending sourceRefs
EDE Communications Toolkit cms-ede-comms-toolkit-y9	current-reference-present	Communications Toolkit requirement	EDE_Communications_Toolkit_Year 9_02112026.xlsx EDE_Communications_Toolkit_Year 9_02112026.xlsx sha256:51804b5ce2b64203	12 native IDs loaded 0 pending sourceRefs
Exchange-generated EDN Notice Retrieval and Metadata Search requirements cms-ede-edn-notices	current-reference-present	EDN / Notice Retrieval / Metadata Search requirement	EDE-Notice-Retrieval-20250911.HTML Present or Partial/EDE-Notice-Retrieval-20250911.HTML sha256:b0d69d32bc85accf	2 native IDs loaded 0 pending sourceRefs
RIDP/RBA identity proofing and acceptable documentation path cms-ede-identity-proofing	current-reference-present	RIDP/RBA requirement or fallback path	H139_RIDP Test Harness Data.xlsx Present or Partial/H139_RIDP Test Harness Data.xlsx sha256:74070d61ca5d580b	21 native IDs loaded 0 pending sourceRefs
EDE registration and onboarding readiness requirements cms-ede-registration-onboarding	current-reference-present	Audit guideline or onboarding requirement	CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Present or Partial/CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf sha256:4acd621fd7b40e80	15 native IDs loaded 0 pending sourceRefs
MARS-E 2.2 / ARC-AMPE security control evidence cms-mars-e-22	current-reference-present	MARS-E, ARC-AMPE, SSPP, SAR, or POA&M identifier	ARC-AMPE_Vol2_SSPP-DE-Entity_v1.0-508_07072025.xlsx Present or Partial/ARC-AMPE_Vol2_SSPP-DE-Entity_v1.0-508_07072025.xlsx sha256:77a316d93b2613a5	29 native IDs loaded 0 pending sourceRefs

Official CMS public reference

https://www.cms.gov/marketplace-private-insurance/agents-brokers/direct-enrollment-partners

Page last modified observed: 2026-04-14 01:51 PM

2026-04-14

Web-broker Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements

2026-04-10

Guidelines for Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - PY 2026 and PY 2027 - Year 9 of EDE

Important boundary

ControlFrame indexes CMS EDE source references and MarketLink output formats without copying MarketLink evidence as proof. Fresh ControlFrame collector runs must generate audit evidence.

CMS zONE / Enterprise Portal source materials are access-restricted; local toolkit files are treated as candidate references until their source package provenance is confirmed.

Reference evidence format

source-row-evidence-index-all.json

apiResponses, cmsNativeId, dataElements, evidenceTargets, normalizedTestId, pathway, requiredEvidence, scenarioName, screenshots, sourceRow, status, suiteName, testId, toolkit

evidence-index.json

api:shared:API-01, api:shared:API-02, api:shared:API-03, api:shared:API-04, api:shared:API-05, api:shared:API-06, api:shared:API-07, api:shared:API-08, api:shared:API-09, api:shared:API-10, api:shared:API-11, api:shared:API-12

screenshot sidecars

1123

filePath, label, suiteName, testId, timestamp, url, viewportHeight, viewportWidth

API JSON responses

4463

redacted request/response evidence shape

workbook native ID candidates

1155

cms-ede-ui-toolkit: 380, cms-ede-comms-toolkit-y9: 49, cms-ede-results-phase3: 10, cms-ede-results-phase2: 13, cms-ede-partner-test-suite: 241, cms-ede-api-fit: 214, cms-ede-identity-proofing: 164, cms-ede-identity-proofing: 18, cms-mars-e-22: 66

Open workbook-native ID browser

CSV header: Suite,Pathway,Test ID,Normalized Test ID,Scenario,Status,Toolkit,CMS Native ID,Source Row,Data Elements,Evidence Targets,Required Evidence,Screenshots,API Responses

Latest local source candidates

API Functional Integration Toolkit

API_Functional_Integration_Toolkit_04042025 (1).xlsx no filename date

Application UI Toolkit

Application_UI_Toolkit_02-03-2026.xlsx no filename date

EDE API Specification

SES-EDE-APIs-R60.0-Live-In-Prod-20260626.html 20260626 / R60.0 / Live-In-Prod

EDE Communications Toolkit

EDE_Communications_Toolkit_Year 9_02112026.xlsx Year 9

EDE Eligibility Results Toolkit - Phase 3

EDE_Eligibility_Results_Toolkit_Phase 3_PY2026_V3.xlsx no filename date

EDE Partner Test Case Suite

2026 EDE _CMS - EDE - Partner Test Case Suite - V11.0 - Final - 2026.03.31.xlsx 20260331 / V11.0 / Final

CMS - EDE - Partner Test Case Suite - V11.0 - Final - 2026.03.31.xlsx 20260331 / V11.0 / Final

Security Package / ARC-AMPE

CMS - Template - EDE-Interconnection Security Agreement + App B - V4.0 - Final - 2026.03.18.docx 20260318 / V4.0 / Final

CMS-EDE-Interconnection Security Agreement - App A - V4.0 - Final - 2026.03.18.docx 20260318 / V4.0 / Final

Next ingestion actions

Review loaded sourceRefs for all nine CMS EDE lanes against the workbook-native ID browser and local source library before live collection.

Run targeted Application UI collector flows first, then use agent-learning hints to tune selectors against the authorized HPS environment.

Use manual evidence intake for CMS UAT APIs, EDN API credentials, RIDP/FARS/IDM/Okta exports, CMS portal submissions, agreements, and ARC-AMPE security package artifacts.

Keep MarketLink screenshots/API responses as reference-only format examples until ControlFrame performs a fresh authorized collector run.

Confirm CMS zONE provenance for every local source file before final auditor package generation.