feat: United Ucard name+DOB eligibility search via chat, duplicate-record handling, Product ID as member ID

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

apps/Backend/src/ai/internal-chat-graph.ts

@@ -5,6 +5,7 @@ import { getLlm, type AiProvider } from "./llm-factory";
 export type InternalChatIntent =
   | "check_eligibility"     // by patient name → look up in DB
   | "eligibility_by_id"     // by explicit memberId + dob (no name)
+  | "eligibility_by_name_dob" // by explicit first name + last name + dob (no memberId) — United Ucard name search
   | "batch_eligibility"     // multiple patients by memberId + dob
   | "batch_eligibility_by_name" // multiple patients by name (no memberId)
   | "batch_claim"           // claim same procedures for multiple patients by name
@@ -26,6 +27,8 @@ export interface ChatClassification {
   patientName?: string;       // for check_eligibility / find_patient / schedule_appointment
   memberId?: string;          // for eligibility_by_id / check_and_claim
   dob?: string;               // for eligibility_by_id / check_and_claim (MM/DD/YYYY)
+  firstName?: string;         // for eligibility_by_name_dob
+  lastName?: string;          // for eligibility_by_name_dob
   // --- batch eligibility (multiple patients) ---
   patients?: { memberId: string; dob: string }[];  // for batch_eligibility
   // --- batch claim (same procedures for multiple patients by name) ---
@@ -58,6 +61,8 @@ Respond ONLY with valid JSON (no markdown fences):
   "intent": "<intent>",
   "patientName": "<full name if mentioned by name>",
   "memberId": "<member/insurance ID if given explicitly or found in history>",
+  "firstName": "<first name, only for eligibility_by_name_dob>",
+  "lastName": "<last name, only for eligibility_by_name_dob>",
   "dob": "<date of birth in MM/DD/YYYY if given explicitly or found in history>",
   "patients": [{"memberId": "<id>", "dob": "<MM/DD/YYYY>"}, ...],
   "patientNames": ["<name1>", "<name2>", ...],
@@ -86,6 +91,10 @@ Intents:
                           e.g. "check mh for 100xxxx, 10/10/1988 and schedule on 4/10/2026"
                           e.g. "check mh for 100xxxx, 10/10/1988 and make appointment on 5/1/2026"
                           In these cases set appointmentDate to the mentioned date (YYYY-MM-DD)
+- eligibility_by_name_dob : user provides a first name, last name AND date of birth but NO member ID
+                          e.g. "check ucard Kai Gao 08/30/1997", "Kai Gao, 8/30/1997"
+                          e.g. "canin gomez, 08/30/1997, ucard" → firstName "canin", lastName "gomez" (ALWAYS: first word = first name, all remaining words = last name, e.g. "min ping wang" → firstName "min", lastName "ping wang")
+                          Set firstName, lastName and dob (MM/DD/YYYY). Set insuranceHint if stated (e.g. "ucard").
 - batch_eligibility     : user provides MULTIPLE member IDs with dates of birth in one message
                           e.g. "check mh for 100xxxx 10/10/1988 and 200xxxx 5/5/2000"
                           e.g. "check 100xxxx, 10/10/1988 and 200xxxx, 5/5/2000"
@@ -236,6 +245,19 @@ function parseBareIdDob(message: string): { memberId: string; dob: string } | nu
   return null;
 }
 
+// Deterministic fast-path for a bare "First Last DOB" (or "DOB First Last") message,
+// e.g. "Kai Gao 08/30/1997" or "Kai Gao, 8/30/1997". Two or more alphabetic words: first word = first name, the rest = last name.
+function parseBareNameDob(message: string): { firstName: string; lastName: string; dob: string } | null {
+  const text = message.trim();
+  const dob = "(\\d{1,2}[\\/\\-]\\d{1,2}[\\/\\-]\\d{4})";
+  const name = "([A-Za-z][A-Za-z'\\-]*)\\s+([A-Za-z][A-Za-z'\\-]*(?:\\s+[A-Za-z][A-Za-z'\\-]*)*)";
+  const nameThenDob = text.match(new RegExp(`^${name}[\\s,]+${dob}$`));
+  if (nameThenDob) return { firstName: nameThenDob[1]!, lastName: nameThenDob[2]!, dob: nameThenDob[3]!.replace(/-/g, "/") };
+  const dobThenName = text.match(new RegExp(`^${dob}[\\s,]+${name}$`));
+  if (dobThenName) return { firstName: dobThenName[2]!, lastName: dobThenName[3]!, dob: dobThenName[1]!.replace(/-/g, "/") };
+  return null;
+}
+
 export async function classifyInternalChat(
   message: string,
   apiKey: string,
@@ -261,6 +283,17 @@ export async function classifyInternalChat(
     };
   }
 
+  const bareName = parseBareNameDob(message);
+  if (bareName) {
+    return {
+      intent: "eligibility_by_name_dob",
+      firstName: bareName.firstName,
+      lastName: bareName.lastName,
+      dob: bareName.dob,
+      fallbackReply: `Checking eligibility for ${bareName.firstName} ${bareName.lastName}...`,
+    };
+  }
+
   if (!apiKey) return fallback;
 
   // Prefer the client's local date (avoids UTC midnight rollover for US timezones)