SHIELD: A Diverse Clinical Note Dataset and Distilled Small Language Models for Enterprise-Scale De-identification
For healthcare organizations needing to de-identify clinical text at enterprise scale, this work provides a modern dataset and efficient models that avoid cloud API costs and governance issues.
The authors introduce SHIELD, a diverse clinical note dataset with 1,394 notes and 10,505 PHI spans, and distill LLMs into small language models that achieve 0.88 precision and 0.86 recall on structured PHI, matching teacher performance on standard hardware.
De-identification of clinical text remains essential for secondary use of electronic health records (EHRs), yet public benchmarks such as i2b2 2006/2014 are over a decade old and lack the semantic and demographic diversity of modern narratives. While Large Language Models (LLMs) achieve state-of-the-art zero-shot extraction, enterprise deployment is hindered by compute costs and governance restricting Protected Health Information (PHI) from cloud APIs. We introduce SHIELD (Synthetic Human-annotated Identifier-replaced Entries for Learning and De-identification), a diverse dataset of 1,394 notes with 10,505 gold-standard PHI spans across 9 categories, built via set-cover diversity sampling with human-in-the-loop adjudication. We evaluate four LLMs (two proprietary, two open-weight) to establish a performance ceiling, then distill these capabilities into locally deployable Small Language Models (SLMs). Distributional analysis using Frechet Text Distance and Jensen-Shannon Divergence confirms SHIELD occupies a distinct region of biomedical embedding and vocabulary space versus legacy benchmarks. Our best distilled model matches its teacher on structured PHI categories (DATE, DOCTOR, ID, PATIENT, PHONE) and achieves micro-averaged span-level precision of 0.88 and recall of 0.86 on standard workstation hardware. Cross-dataset evaluation shows diversity-trained models generalize well on universal structured PHI, while institution-specific entities remain hard to transfer, suggesting optimal deployment combines broad-coverage models with specialized models for high-volume notes. We publicly release the SHIELD dataset and the distilled DeBERTa v3 model.