registration-onboarding
Registration, onboarding, and operational readiness artifacts
Tracks CMS EDE operational readiness, Web-broker readiness, agreement, auditor-contract, and submission artifacts that are usually manual or CMS-portal gated.
REG-ONBOARDINGplatform-adminplaceholder
Native IDs
15
CMS/source identifiers
Source refs
4
authoritative documents
Source rows
15
mapped rows/sections
Capture slots
1
1 text extract slot(s)
Blockers
2
blocked until source-backed upload or collector access exists
Source document references
Registration / onboarding
Audit guideline or onboarding requirementverifiedcms-ede-registration-onboarding / CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf
Year 9 PY2026 operational readiness guidance
Source category
Audit / Operational Readiness
Sheet / section
document section
SHA256 prefix
4acd621fd7b40e80
Native IDs
8
Onboarding Section IX Required Auditor and EDE Entity Training
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Section IX / Exhibit 8 pages 69-70
Onboarding Section X EDE Entity Document Submission
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Section X page 71
Onboarding Section XI.A Pre-Audit Notification to CMS
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Section XI.A page 71
Onboarding Section XI.B Audit Submission
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Section XI.B page 72
Onboarding Section XI.C Audit Submission Completeness Review
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Section XI.C pages 73-74
Onboarding Exhibit 9 Business Requirements Audit Submission Requirements for a Complete Audit
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Exhibit 9 page 74
Onboarding Section XII.A EDE Entity-initiated Change Request Process
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Section XII.A pages 80-81
Onboarding Exhibit 11 Business Audit Phase Change Requirements
CMS - Guidance - Third-party Auditor Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.10.pdf Exhibit 11 pages 82-83
Registration / onboarding
Audit guideline or onboarding requirementverifiedcms-ede-registration-onboarding / EDE Business Audit Instructions and Report Template_Year 9_final.docx
Year 9 final business audit instructions and report template
Source category
Business Audit Instructions
Sheet / section
document section
SHA256 prefix
b67b421a3916713f
Native IDs
3
Onboarding Business Audit Package submission structure
EDE Business Audit Instructions and Report Template_Year 9_final.docx Business Audit Package submission structure
Onboarding Exhibit 4 Business Requirements Audit Submission Requirements for a Complete Audit
EDE Business Audit Instructions and Report Template_Year 9_final.docx Exhibit 4
Onboarding DE Entity Documentation Package
EDE Business Audit Instructions and Report Template_Year 9_final.docx DE Entity Documentation Package
Registration / onboarding
Audit guideline or onboarding requirementverifiedcms-ede-registration-onboarding / CMS - Guidance - Web-broker Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.14.pdf
Year 9 PY2026 web-broker readiness guidance
Source category
Web-broker Operational Readiness
Sheet / section
document section
SHA256 prefix
0e8df0c9cfaa8aca
Native IDs
3
Web-broker Section IV.A.i Privacy and Security Audit Requirements
CMS - Guidance - Web-broker Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.14.pdf Section IV.A.i
Web-broker Exhibit 1 Required Privacy and Security Documentation
CMS - Guidance - Web-broker Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.14.pdf Exhibit 1
Web-broker Section VIII Document Submission
CMS - Guidance - Web-broker Operational Readiness Reviews for the Enhanced Direct Enrollment Pathway and Related Oversight Requirements - Final - 2026.04.14.pdf Section VIII
Registration / onboarding
Audit guideline or onboarding requirementverifiedcms-ede-registration-onboarding / CMS - Agreement - EDE Agreement Between Enhanced Direct Enrollment Entity and CMS for the Indivdual Market FFE and SBE-FPs - Final - 2025.09.pdf
Final 2025.09
Source category
CMS EDE Agreement
Sheet / section
document section
SHA256 prefix
not recorded
Native IDs
1
CMS EDE Agreement Final 2025.09
CMS - Agreement - EDE Agreement Between Enhanced Direct Enrollment Entity and CMS for the Indivdual Market FFE and SBE-FPs - Final - 2025.09.pdf agreement
Expected evidence
Third-party auditor operational readiness artifacts
Web-broker operational readiness artifacts where applicable
CMS EDE agreement proof or manually uploaded signed agreement reference
Submission status and unresolved blocker log for CMS portal-gated items
Business audit package structure mapped to the CMS instructions
DE entity documentation package or manual-upload placeholder
Completeness review status before auditor package export
Web-broker operational readiness evidence mapped to Section IV.A.i and Exhibit 1
Document submission proof for the CMS-designated submission path
Signed/current CMS EDE agreement or CMS-designated agreement proof
Source-row evidence index entry keyed to the native agreement identifier
Screenshot slots
supporting capture
registration_onboarding_current_state
15 mapped CMS/source IDs
Browser-run slots
platform-admin run via platform-admin
cms-ede-registration-onboarding-readiness:platform-admin
/admin/onboarding on configured target URL
API / text slots
Same-origin /api JSON capture
same-origin-api-capture
Collected automatically when the browser flow emits JSON responses.
Body text extract
registration_onboarding_text
15 mapped CMS/source IDs