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This glossary defines the terms used across the Partner Integration docs. For market-structure and trading terms (instruments, order book, fills, settlement), see the main Glossary.

People and organizations

TermDefinition
PartnerAn Introducing Broker (IB) or Independent Software Vendor (ISV) integrating with Polymarket US to provide a trading experience to retail traders.
Retail ParticipantThe canonical term in these docs for an end user you onboard — a retail trader who trades through your platform. You act on their behalf.
CustomerUsed in the FCM context (a Futures Commission Merchant’s customer). It is acceptable to use “customer” informally for a Retail Participant, but because it has a specific meaning for FCMs, prefer Retail Participant in partner integrations to avoid ambiguity.
“Participant” appears in two unrelated senses across Polymarket docs. In these partner docs it always means a trading identity (a person you onboard — a Retail Participant). The main glossary separately uses “participant” in a market-structure sense (an outcome side of an instrument). The two meanings are unrelated; this section always means the trading identity.

Platform and entities

TermDefinition
DCM (Designated Contract Market)The regulated matching function: maintains the order book, matches orders, and publishes market data.
DCO (Derivatives Clearing Organization)The regulated clearing function: holds collateral, clears trades, and settles contracts.
Polymarket USThe platform as a whole. Throughout these docs it is represented as a single actor, regardless of whether a call is served by the matching or clearing function.
FirmYour IB/ISV organization — the top-level permissions container you authenticate as. You act on behalf of the Retail Participants beneath your Firm.
ParticipantA Retail Participant’s trading identity at the DCM, used to scope order entry and account queries. Referenced by an ID such as firms/your-firm/users/their-id.
Clearing MemberA funds- and position-holding identity at the DCO. Each Retail Participant has a Clearing Member account.
AccountThe trading account holding a Retail Participant’s balances and positions. Provisioned automatically alongside the Retail Participant on KYC approval.

Onboarding and identity

TermDefinition
KYC (Know Your Customer)Identity verification. You collect the required information from a Retail Participant and submit it; Polymarket US (the DCM) performs the verification and makes the decision. On approval, the Participant and Account are provisioned automatically.
Auto-provisioningThe automatic creation of a Retail Participant’s trading identity and Account when their KYC is approved — there is no separate “create user/account” call.
Access tokenThe short-lived bearer token you obtain via Private Key JWT and send on each API request.
x-participant-idThe request header identifying which Retail Participant an account-scoped action is for.

Funding

TermDefinition
FundingThe mechanics for funding participant trading accounts. Details are coming soon.
CollateralThe funds required to back an order or position.

Main Glossary

Market structure, trading, and execution terms.

Platform Model

How these entities relate in practice.