SW
Collector control room

CMS EDE evidence collection for MarketLink.

Run scenario-driven browser and API evidence collection with CMS-native sourceRefs, persona credential bindings, screenshot sidecars, JSON captures, redaction manifests, source-row indexes, checksums, and HTML review reports.

CMS EDEaudit-readiness
Scenarios
30
3 ready / 3 placeholder
Source IDs
201
Native CMS IDs covered by sourceRefs
Workbook IDs
1155
9 current workbooks parsed
Personas
4
Broker, agent, consumer, admin, anonymous
Blocked
24
External system or credential gated
Validation
0
0 warnings / source-native contract
Scenario registry

Collector runs are CMS-sourceRef-driven

runnable 3blocked 24placeholder 3all 30

Broker application details and address source rows

UI-001brokerready-to-run

Captures broker-assisted application details evidence for initial Application UI Toolkit source rows.

Open source-native scenario
ui
/application/new
Application UI Toolkit UI Questions Item #1Application UI Toolkit UI Questions Item #2Application UI Toolkit UI Questions Item #3Application UI Toolkit UI Questions Item #4Application UI Toolkit UI Questions Item #5Application UI Toolkit UI Questions Item #7Application UI Toolkit UI Questions Item #8Application UI Toolkit UI Questions Item #9Application UI Toolkit UI Questions Item #5Application UI Toolkit UI Questions Item #6Application UI Toolkit UI Questions Item #7Application UI Toolkit UI Questions Item #8Application UI Toolkit UI Questions Item #123Application UI Toolkit UI Questions Item #124Application UI Toolkit UI Questions Item #125Application UI Toolkit UI Questions Item #126

Agent application details and address source rows

UI-001agentready-to-run

Captures agent-assisted application details evidence for source-row parity with broker flow.

Open source-native scenario
ui
/application/new
Application UI Toolkit UI Questions Item #1Application UI Toolkit UI Questions Item #2Application UI Toolkit UI Questions Item #3Application UI Toolkit UI Questions Item #4Application UI Toolkit UI Questions Item #5Application UI Toolkit UI Questions Item #7Application UI Toolkit UI Questions Item #8Application UI Toolkit UI Questions Item #9Application UI Toolkit UI Questions Item #5Application UI Toolkit UI Questions Item #6Application UI Toolkit UI Questions Item #7Application UI Toolkit UI Questions Item #8Application UI Toolkit UI Questions Item #123Application UI Toolkit UI Questions Item #124Application UI Toolkit UI Questions Item #125Application UI Toolkit UI Questions Item #126

Broker household composition and no-home-address branch

UI-002brokerready-to-run

Captures household/address/residency evidence including Application UI Toolkit Item #6 and #8 mappings.

Open source-native scenario
ui
/application/new
Application UI Toolkit UI Questions Item #5Application UI Toolkit UI Questions Item #6Application UI Toolkit UI Questions Item #7Application UI Toolkit UI Questions Item #8Application UI Toolkit UI Questions Item #123Application UI Toolkit UI Questions Item #124Application UI Toolkit UI Questions Item #125Application UI Toolkit UI Questions Item #126Application UI Toolkit UI Questions Item #21Application UI Toolkit UI Questions Item #22Application UI Toolkit UI Questions Item #23Application UI Toolkit UI Questions Item #27Application UI Toolkit UI Questions Item #30Application UI Toolkit UI Questions Item #76Application UI Toolkit UI Questions Item #77Application UI Toolkit UI Questions Item #78

Medicaid-specific absent parent question

UI-241consumerblocked

Tracks Application UI Toolkit Item #241 separately because the current source matrix marks the evidence target as missing.

Open source-native scenario
ui
/application/new
Application UI Toolkit UI Questions Item #241

Application submission, DMI, and required communications

CMP-001consumerblocked

Tracks exact Communications Toolkit rows for application submission, DMI creation, HealthCare.gov communication awareness, account creation, and Section 508 critical communications.

Open source-native scenario
communications
/portal/messages
Communications Toolkit Requirement #1Communications Toolkit Requirement #7Communications Toolkit Requirement #9Communications Toolkit Requirement #16Communications Toolkit Requirement #33

Document upload, DMI/SVI, dashboard, and notice communications

CMP-003consumerblocked

Tracks exact Communications Toolkit rows for document upload, DMI/SVI messaging, account dashboard functions, EDN access, and historical notice display.

Open source-native scenario
communications
/portal/action-items
Communications Toolkit Requirement #3Communications Toolkit Requirement #4Communications Toolkit Requirement #5Communications Toolkit Requirement #6Communications Toolkit Requirement #10Communications Toolkit Requirement #14Communications Toolkit Requirement #15

APTC / CSR eligibility result display (rollup)

EL-003consumerblocked

Captures eligibility result display evidence and any same-origin eligibility JSON emitted by the app.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.AEligibility Results Toolkit Test Case 3.A.2Eligibility Results Toolkit Test Case 3.CEligibility Results Toolkit Test Case 3.DEligibility Results Toolkit Test Case 3.EEligibility Results Toolkit Test Case 3.FEligibility Results Toolkit Test Case 3.GEligibility Results Toolkit Test Case 3.H

Eligibility Results Toolkit Test Case 3.A

EL-3.Aconsumerblocked

Per-case Test Case 3.A — AI/AN status and federally recognized tribe questions display, AI/AN consumer is QHP eligible with CSR, both spouses eligible to enroll in QHP through SEP.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.A

Eligibility Results Toolkit Test Case 3.A.2

EL-3.A.2consumerblocked

Per-case Eligibility Results Toolkit Phase 3 Test Case 3.A.2 — eligibility result display evidence keyed to the verified Phase 3 row.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.A.2

Eligibility Results Toolkit Test Case 3.C

EL-3.Cconsumerblocked

Per-case Test Case 3.C — ESC questions for MV/affordability, eligible immigration status, child living with parent outside the application, mother potentially Medicaid-eligible due to pregnancy, child CHIP eligible.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.C

Eligibility Results Toolkit Test Case 3.D

EL-3.Dconsumerblocked

Per-case Test Case 3.D — tax household questions when one applicant is not part of the tax return, ESC for MV/affordability, domestic partner support, mother/partner/child QHP eligible without subsidy, all members eligible for a move SEP.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.D

Eligibility Results Toolkit Test Case 3.E

EL-3.Econsumerblocked

Per-case Test Case 3.E — multi-generation application, home addresses across states, grandfather QHP+APTC via loss-of-coverage SEP, son QHP-only via current coverage attestation, baby potentially Medicaid eligible with non-MAGI referral.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.E

Eligibility Results Toolkit Test Case 3.F

EL-3.Fconsumerblocked

Per-case Test Case 3.F — married filing separately, dependent living with a parent outside the tax household, non-applicant application filer, child Medicaid/CHIP eligible.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.F

Eligibility Results Toolkit Test Case 3.G

EL-3.Gconsumerblocked

Per-case Eligibility Results Toolkit Phase 3 Test Case 3.G — eligibility result display evidence keyed to the verified Phase 3 row.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.G

Eligibility Results Toolkit Test Case 3.H

EL-3.Hconsumerblocked

Per-case Test Case 3.H — parent caretaker relatives and legal relationship questions, complex tax households, applicants determined eligible for QHP with and without APTC through a Medicaid denial SEP.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.H

Eligibility Results Toolkit Test Case 3.I

EL-3.Iconsumerblocked

Per-case Eligibility Results Toolkit Phase 3 Test Case 3.I — eligibility result display evidence keyed to the verified Phase 3 row.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.I

Eligibility Results Toolkit Test Case 3.J

EL-3.Jagentblocked

Per-case Test Case 3.J — UI properly blocks Agents/Brokers from submitting when immigration document details are unverified, applicant routed to HealthCare.gov or alternate channel, proper messaging displayed.

Open source-native scenario
eligibility
/portal/shop
Eligibility Results Toolkit Test Case 3.J

Partner Test Case Suite Phase 3 UAT core cases (rollup)

PTCS-P3brokerblocked

Tracks source-native Partner Test Case Suite Phase 3 rows before CMS UAT execution evidence is collected.

Open source-native scenario
partner-uat
/application/new
Partner Test Case Suite Test Case 3.CPartner Test Case Suite Test Case 3.A/3.BPartner Test Case Suite Test Case 3.EPartner Test Case Suite Test Case 3.FPartner Test Case Suite Test Case 3.GPartner Test Case Suite Test Case 3.H

Partner Test Case Suite Test Case 3.A/3.B

PTCS-3.A-3.Bbrokerblocked

Per-case Partner Test Case Suite Phase 3 Test Case 3.A/3.B — execution evidence keyed to the verified Phase 3 testing items rows.

Open source-native scenario
partner-uat
/application/new
Partner Test Case Suite Test Case 3.A/3.B

Partner Test Case Suite Test Case 3.C

PTCS-3.Cbrokerblocked

Per-case Partner Test Case Suite Phase 3 Test Case 3.C — execution evidence keyed to the verified Phase 3 testing items row.

Open source-native scenario
partner-uat
/application/new
Partner Test Case Suite Test Case 3.C

Partner Test Case Suite Test Case 3.E

PTCS-3.Ebrokerblocked

Per-case Partner Test Case Suite Phase 3 Test Case 3.E — execution evidence keyed to the verified Phase 3 testing items rows.

Open source-native scenario
partner-uat
/application/new
Partner Test Case Suite Test Case 3.E

Partner Test Case Suite Test Case 3.F

PTCS-3.Fbrokerblocked

Per-case Partner Test Case Suite Phase 3 Test Case 3.F — execution evidence keyed to the verified Phase 3 testing items row.

Open source-native scenario
partner-uat
/application/new
Partner Test Case Suite Test Case 3.F

Partner Test Case Suite Test Case 3.G

PTCS-3.Gbrokerblocked

Per-case Partner Test Case Suite Phase 3 Test Case 3.G — execution evidence keyed to the verified Phase 3 testing items rows.

Open source-native scenario
partner-uat
/application/new
Partner Test Case Suite Test Case 3.G

Partner Test Case Suite Test Case 3.H

PTCS-3.Hbrokerblocked

Per-case Partner Test Case Suite Phase 3 Test Case 3.H — execution evidence keyed to the verified Phase 3 testing items row.

Open source-native scenario
partner-uat
/application/new
Partner Test Case Suite Test Case 3.H

API FIT F001 initial FA application with no SVI or DMI

FIT-F001consumerblocked

Tracks FIT F001 source-native API steps for initial financial assistance application, eligibility, EDN retrieval, enrollment, and payment redirect evidence.

Open source-native scenario
api-fit
/application/new
API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 1API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 2API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 3API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 4API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 5API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 6API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 7API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 8

EDN Notice Retrieval and Metadata Search access

EDN-001consumerblocked

Tracks source-native EDN evidence for Metadata Search, Notice Retrieval, and consumer UI access to current and historical eligibility notices.

Open source-native scenario
edn
/portal/notices
Notice Retrieval API GET /{version}/documents/{id}Metadata Search API POST /{apiVersion}/search-metadataAPI Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 13API Functional Integration Toolkit MTST_EDE_E2E_ F002 Step 6API Functional Integration Toolkit MTST_EDE_E2E_ F003 Step 14API Functional Integration Toolkit MTST_EDE_E2E_ F004 Step 20API Functional Integration Toolkit MTST_EDE_E2E_ F004 Step 25API Functional Integration Toolkit MTST_EDE_E2E_ F005 Step 6API Functional Integration Toolkit MTST_EDE_E2E_ F007 Step 14API Functional Integration Toolkit MTST_EDE_E2E_ F007 Step 18

RIDP/RBA identity proofing and FARS fallback

IDP-RIDP-FARSconsumerblocked

Tracks RIDP/RBA, FARS fallback, acceptable documentation, and identity-provider configuration evidence required for CMS EDE identity proofing readiness.

Open source-native scenario
identity-proofing
/identity-proofing
RIDP TC01/TH10001 ACCRIDP TC07/TH10007 RF1RIDP TC08/TH10008 RF2RIDP TC09/TH10009 RF3RIDP TC10/TH10010 RF4RIDP TC04/TH10004 ACC SpanishRIDP TC19/TH10019 RF1 SpanishRIDP TC20/TH10020 RF2 SpanishFARS FARS-TC01/TH10007 RF4FARS FARS-TC02/TH10008 HE200045FARS FARS-TC03/TH10020 HE200045FARS FARS-TC04/TH10031 ACCFARS FARS-TC05/TH10032 RF2FARS FARS-TC06/TH10043 RF1FARS FARS-TC07/TH10044 ACCFARS FARS-TH016/79493 HE200006RIDP/FARS acceptable documentation fallbackNIST SP 800-63-3 identity assurance alignmentAPI Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 2API Functional Integration Toolkit MTST_EDE_E2E_ F001 Step 3API Functional Integration Toolkit MTST_EDE_E2E_ F003 Step 2API Functional Integration Toolkit MTST_EDE_E2E_ F003 Step 3API Functional Integration Toolkit MTST_EDE_E2E_ F004 Step 2API Functional Integration Toolkit MTST_EDE_E2E_ F004 Step 3API Functional Integration Toolkit MTST_EDE_E2E_ F007 Step 2API Functional Integration Toolkit MTST_EDE_E2E_ F007 Step 3

Registration, onboarding, and operational readiness artifacts

REG-ONBOARDINGplatform-adminplaceholder

Tracks CMS EDE operational readiness, Web-broker readiness, agreement, auditor-contract, and submission artifacts that are usually manual or CMS-portal gated.

Open source-native scenario
registration
/admin/onboarding
Onboarding Section IX Required Auditor and EDE Entity TrainingOnboarding Section X EDE Entity Document SubmissionOnboarding Section XI.A Pre-Audit Notification to CMSOnboarding Section XI.B Audit SubmissionOnboarding Section XI.C Audit Submission Completeness ReviewOnboarding Exhibit 9 Business Requirements Audit Submission Requirements for a Complete AuditOnboarding Section XII.A EDE Entity-initiated Change Request ProcessOnboarding Exhibit 11 Business Audit Phase Change RequirementsOnboarding Business Audit Package submission structureOnboarding Exhibit 4 Business Requirements Audit Submission Requirements for a Complete AuditOnboarding DE Entity Documentation PackageWeb-broker Section IV.A.i Privacy and Security Audit RequirementsWeb-broker Exhibit 1 Required Privacy and Security DocumentationWeb-broker Section VIII Document SubmissionCMS EDE Agreement Final 2025.09

ARC-AMPE assessment package and security artifacts

ARC-AMPE-PACKAGEplatform-adminplaceholder

Tracks the security/privacy assessment evidence package for ARC-AMPE references, SAP/SAR, SSPP, POA&M, and identity/authentication controls.

Open source-native scenario
security
/settings/security
ARC-AMPE AC-02ARC-AMPE AC-02(03)ARC-AMPE AC-02(07)ARC-AMPE AC-07ARC-AMPE AC-10ARC-AMPE AC-12ARC-AMPE AC-17ARC-AMPE IA-02

Security account management evidence slot

MARS-E-AC-02platform-adminplaceholder

Captures account management configuration evidence when platform admin access or configuration export is available.

Open source-native scenario
security
/settings
ARC-AMPE AC-02
Production run guardrails
Run dry-run first, then targeted UI-006, then full Application UI lane.
Review screenshots for PII before auditor export.
Keep CMS UAT, IDM, Okta, certificates, and final auditor captures as blockers until real access exists.
CMS EDE Collectors | ControlFrame